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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
3676
BHWM
Bay Harbor Wealth Management
Maryland
$21.5K +$6.45K 6 0.01% Increased
3677
DWA
Delos Wealth Advisors
Texas
$21.3K $0 1 0.01% Maintained
3678
HFS
Hughes Financial Services
Virginia
$21K +$8.3K 14 0% Increased
3679
CAN
Capital Advisor Network
Indiana
$20.6K +$20.7K 1 0.03% New
3680
MAS
MPWM Advisory Solutions
Georgia
$20.2K +$1.27K 4 0.01% Increased
3681
BH
Burk Holdings
Oklahoma
$19.9K -$1.12K 5 0.01% Reduced
3682
GK
Graney & King
New York
$18.9K +$260 1 0.01% Increased
3683
PS
Planning Strategies
Pennsylvania
$18.5K +$18.6K 5 0.01% New
3684
SA
SRH Advisors
Kansas
$17.6K $0 2 0% Maintained
3685
AP
Aspect Partners
Virginia
$17.5K -$1.31K 4 0.01% Reduced
3686
LC
Luminist Capital
Michigan
$17.3K +$17.2K 2 0.02% New
3687
RWPA
Richard W. Paul & Associates
Michigan
$17.3K -$405 1 0.01% Reduced
3688
GJIA
Glass Jacobson Investment Advisors
Maryland
$17.1K $0 3 0.01% Maintained
3689
SC
Swan Capital
Florida
$17.1K $0 1 0.01% Maintained
3690
DF
Downshift Financial
Colorado
$17K +$16.4K 8 0.01% New
3691
DWM
Darwin Wealth Management
Florida
$16.7K +$127 4 0% Increased
3692
T
Tidemark
California
$16.6K -$7.12K 2 0% Reduced
3693
NWS
Nvest Wealth Strategies
Ohio
$16.6K -$690 3 0.01% Reduced
3694
DPW
DiNuzzo Private Wealth
Pennsylvania
$16.1K -$2.6K 6 0% Reduced
3695
IA
IFS Advisors
Kansas
$16K $0 1 0.01% Maintained
3696
OCM
Osbon Capital Management
Massachusetts
$15.9K -$16.2K 1 0.01% Reduced
3697
PIP
Philadelphia Investment Partners
New Jersey
$15.5K $0 1 0.01% Maintained
3698
GA
GFS Advisors
Texas
$15.4K +$301K 1 0% Increased
3699
WCM
Winthrop Capital Management
Indiana
$15K -$189K 1 0% Reduced
3700
UFPG
United Financial Planning Group
New York
$14.9K $0 2 0.01% Maintained