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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
MWM
MinichMacGregor Wealth Management
New York
$112K -$7.09K 6 0.11% Reduced
2002
WCM
Wealthcare Capital Management
Virginia
$112K -$36.4K 1 0.01% Reduced
2003
Klingman & Associates
Klingman & Associates
New York
$110K $0 1 0.03% Maintained
2004
EDRE
Edmond de Rothschild (Europe)
Luxembourg
$107K +$11.6K 3 0.04% Increased
2005
KTC
Kistler-Tiffany Companies
Pennsylvania
$103K -$5.66K 3 0.05% Reduced
2006
MUS
Mitsubishi UFJ Securities
Japan
$103K +$22.1K 3 0.54% Increased
2007
QAM
QCI Asset Management
New York
$103K -$4K 3 0.01% Reduced
2008
Pathstone Family Office
Pathstone Family Office
New Jersey
$102K -$5.33K 4 0.1% Reduced
2009
ECM
Estabrook Capital Management
New York
$101K -$5.1K 3 0.01% Reduced
2010
ADL
Asset Dedication LLC
California
$100K -$10.6K 4 0.06% Reduced
2011
Hershey Trust Company
Hershey Trust Company
Pennsylvania
$98K +$149K 1 0% New
2012
BWA
Burt Wealth Advisors
Maryland
$96K -$14K 4 0.1% Reduced
2013
PO
Private Ocean
California
$95K $0 1 0.06% Maintained
2014
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$94K +$96K 1 0.01% New
2015
JSAM
J. Safra Asset Management
New York
$94K $0 1 0.16% Maintained
2016
NC
NewSquare Capital
Pennsylvania
$93K +$9.86K 4 0.02% Increased
2017
VAM
Verity Asset Management
North Carolina
$92K +$88.4K 1 0.09% New
2018
ANBT
American National Bank & Trust
Texas
$84K +$35.6K 2 0.03% Increased
2019
WA
WealthTrust-Arizona
Arizona
$81K -$682 5 0.05% Reduced
2020
HCM
Horrell Capital Management
Arkansas
$80K $0 1 0.05% Maintained
2021
LWA
Lenox Wealth Advisors
New York
$77K -$12.1K 2 0.02% Reduced
2022
CPP
Crow Point Partners
Massachusetts
$76K +$77.8K 1 0.01% New
2023
CWM
Cranbrook Wealth Management
Michigan
$72K -$14.1K 3 0.04% Reduced
2024
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$70K -$22.8K 1 0.01% Reduced
2025
FNBSF
First National Bank Sioux Falls
South Dakota
$65K -$2.55K 3 0.18% Reduced