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Health & Wellness

Wellness is what people buy to stay healthy rather than to get better — nutrition, supplements, fitness, sleep, and preventive testing. The spending is discretionary but has proved unusually loyal.

78 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
3626
HIMS
Hager Investment Management Services
New Hampshire
$39.7K -$41.8K 1 0.02% Reduced
3627
TPW
TOP Private Wealth
Connecticut
$39.3K +$38.8K 1 0.04% New
3628
GCM
Gunpowder Capital Management
Maryland
$38.8K -$513 1 0.03% Reduced
3629
WA
Walsh & Associates
Florida
$38.1K +$3.88K 2 0.03% Increased
3630
WAU
Wellington-Altus USA
Manitoba, Canada
$37.9K $0 2 0.03% Maintained
3631
P
Palladiem
Pennsylvania
$37.8K -$214K 2 0.04% Reduced
3632
Buck Wealth Strategies
Buck Wealth Strategies
Colorado
$37.6K +$35.1K 8 0% New
3633
3FI
3 Factor Indexing
California
$37K +$111 3 0.03% Increased
3634
FLP
Financial Life Planners
Arizona
$36.1K +$462 2 0.02% Increased
3635
CH
CDKV Holdings
Colorado
$35.7K $0 3 0.03% Maintained
3636
PWA
Principia Wealth Advisory
Texas
$34.9K +$15K 9 0.02% Increased
3637
CWP
Clark Wealth Partners
Illinois
$34.3K -$9.9K 1 0.02% Reduced
3638
OAG
Oakmont Advisory Group
New Mexico
$33.5K -$237K 2 0.03% Reduced
3639
PMIM
Prudent Man Investment Management
Colorado
$33.2K $0 2 0.01% Maintained
3640
KFG
Kingdom Financial Group
Arizona
$32.9K -$201K 2 0.01% Reduced
3641
FA
Financial Avengers
California
$32.7K +$405 1 0.01% Increased
3642
HPWM
High Point Wealth Management
New Jersey
$32.1K $0 1 0.03% Maintained
3643
KWM
Kassira Wealth Management
Tennessee
$31.9K $0 1 0.03% Maintained
3644
SRCM
Signature Resources Capital Management
California
$31.7K $0 2 0.01% Maintained
3645
MI
MMCAP International
Cayman Islands
$31.3K $0 1 0% Maintained
3646
RWS
Retirement Wealth Solutions
Wisconsin
$31.3K +$883 5 0.02% Increased
3647
Vanguard Advisers Inc
Vanguard Advisers Inc
Pennsylvania
$30.9K +$29.9K 1 0% Increased
3648
PWM
Peterson Wealth Management
Nevada
$30.4K +$520 1 0.01% Increased
3649
AA
ACT Advisors
North Carolina
$30.1K +$53.7K 1 0.01% New
3650
KFP
Kerr Financial Planning
California
$30K +$274 1 0.03% Increased