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Genomics & Gene Editing

Genomics reads the genetic code and gene editing rewrites it, which can turn an inherited disease from a lifelong condition into a single treatment. Sequencing cost has fallen far enough to make study at population scale routine.

199 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2001
ZTNA
Zions Trust National Association
Utah
$60K -$23.5K 3 0.09% Reduced
2002
BMC
Benin Management Corp
Connecticut
$58K $0 1 0.03% Maintained
2003
NSIM
North Star Investment Management
Illinois
$57K +$8.35K 5 0.01% Increased
2004
BAM
Barrett Asset Management
New York
$56K $0 1 0% Maintained
2005
AA
AlphaMark Advisors
Kentucky
$55K $0 2 0.03% Maintained
2006
BRWM
B. Riley Wealth Management
Tennessee
$55K +$2.71K 6 0.05% Increased
2007
Waverly Advisors
Waverly Advisors
Alabama
$55K -$185K 1 0.03% Reduced
2008
FMP
Financial Management Professionals
Texas
$51K -$8K 2 0.03% Reduced
2009
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$50K $0 1 0.03% Maintained
2010
RMAM
Raab & Moskowitz Asset Management
New Jersey
$50K +$48.4K 2 0.03% New
2011
CWM
Cranbrook Wealth Management
Michigan
$49K +$1.53K 3 0.03% Increased
2012
FNBSF
First National Bank Sioux Falls
South Dakota
$49K $0 2 0.14% Maintained
2013
PIM
Parasol Investment Management
Illinois
$46K -$1.01K 2 0.03% Reduced
2014
DOA
D'Orazio & Associates
Virginia
$44K -$3.87K 2 0.03% Reduced
2015
GWA
Genesis Wealth Advisors
Massachusetts
$43.8K +$39.1K 2 0.03% New
2016
UFA
US Financial Advisors
Massachusetts
$43K +$42.3K 2 0.04% New
2017
QI
Qualcomm Inc
California
$41K $0 1 0% Maintained
2018
SJIM
St. Johns Investment Management
Florida
$41K $0 1 0.04% Maintained
2019
LOT
Lombard Odier Transatlantic
Quebec, Canada
$34K +$33.4K 1 0.03% New
2020
CP
Corbenic Partners
Pennsylvania
$32K +$31.4K 3 0.02% Increased
2021
SGC
South Georgia Capital
Illinois
$31K $0 1 0.06% Maintained
2022
SFU
Stonehage Fleming (UK)
United Kingdom
$30K -$30.9K 1 0.01% Reduced
2023
MCM
MV Capital Management
Maryland
$29K +$28.2K 3 0.01% New
2024
SSG
Summit Securities Group
New York
$29K -$61.2K 2 0.01% Reduced
2025
PWM
ParenteBeard Wealth Management
Pennsylvania
$28.4K -$2.11M 1 0.34% Reduced