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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
3701
IWM
IMG Wealth Management
Florida
$14.5K +$9.44K 2 0.01% Increased
3702
PS
PayPay Securities
Japan
$14.1K +$9.37K 2 0.34% Increased
3703
WAS
Winch Advisory Services
Wisconsin
$13.6K +$3.47K 2 0% Increased
3704
DF
DecisionPoint Financial
Arizona
$13.5K -$3.08K 8 0% Reduced
3705
AAG
Accordant Advisory Group
Maryland
$13K $0 2 0.01% Maintained
3706
MCA
Midwest Capital Advisors
Michigan
$12.7K -$21.5K 2 0.01% Reduced
3707
SFS
Sunrise Financial Services
Washington
$12.5K -$9.37K 2 0.01% Reduced
3708
BFP
Birchwood Financial Partners
Minnesota
$12.3K $0 2 0.01% Maintained
3709
PFO
Pioneer Family Office
Florida
$12.1K +$12.1K 1 0.01% New
3710
Clal Insurance
Clal Insurance
Israel
$12K -$2.95M 1 0% Reduced
3711
KFP
Kroeger Financial Partners
California
$12K +$12K 1 0.01% New
3712
PS
Pinney & Scofield
Massachusetts
$12K $0 1 0.01% Maintained
3713
MIM
Marshall Investment Management
Colorado
$11.2K +$11.3K 2 0% New
3714
LIA
Luken Investment Analytics
Tennessee
$10.9K $0 1 0% Maintained
3715
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$10.6K $0 1 0% Maintained
3716
ZC
Zeit Capital
Colorado
$10.5K $0 1 0.01% Maintained
3717
SC
Solstein Capital
California
$10.1K $0 1 0% Maintained
3718
TWM
Tripletail Wealth Management
Florida
$9.79K +$6.76K 2 0.01% Increased
3719
CMBA
C.M. Bidwell & Associates
Hawaii
$9.67K +$10.2K 2 0% New
3720
RCM
Richardson Capital Management
Wisconsin
$9.53K -$4.84K 1 0% Reduced
3721
AGA
Altrinsic Global Advisors
Connecticut
$9.39K +$9.36K 1 0% New
3722
MBFW
Morton Brown Family Wealth
Pennsylvania
$9.35K $0 1 0% Maintained
3723
ASCM
Adkins Seale Capital Management
Louisiana
$9.07K $0 1 0.01% Maintained
3724
FAI
Fiduciary Advisors Inc
Missouri
$9.07K $0 1 0.01% Maintained
3725
SWP
SIMA Wealth Partners
Virginia
$9.07K $0 1 0.01% Maintained