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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
3726
MFT
Moisand Fitzgerald Tamayo
Florida
$8.98K +$5.75K 1 0% Increased
3727
AI
Atomic Invest
New York
$8.54K +$274 1 0% Increased
3728
B
Bellecapital
Switzerland
$8.37K -$196K 1 0% Reduced
3729
GG
Gleason Group
Kentucky
$8.33K +$91 1 0% Increased
3730
TM
Torren Management
California
$8.15K +$79 5 0% Increased
3731
CF
Collier Financial
Colorado
$7.53K $0 1 0.01% Maintained
3732
HIA
HFM Investment Advisors
New Jersey
$7.45K +$2.79K 8 0% Increased
3733
TBFA
Three Bearings Fiduciary Advisors
New Hampshire
$7.35K $0 1 0.01% Maintained
3734
BF
Brooklyn FI
New York
$7.3K +$6.82K 1 0% New
3735
GFL
Granite FO LLC
New Hampshire
$6.81K $0 1 0% Maintained
3736
SCA
Sassicaia Capital Advisers
New York
$6.65K +$10.5K 1 0% New
3737
GWS
Greykasell Wealth Strategies
California
$6.62K -$9.49K 1 0% Reduced
3738
SIA
SkyView Investment Advisors
New Jersey
$6K -$572K 2 0% Reduced
3739
VWA
Valued Wealth Advisors
Utah
$5.97K -$12.1K 2 0% Reduced
3740
KCM
Key Capital Management
Tennessee
$5.91K -$26K 2 0% Reduced
3741
IPS
Investors Portfolio Services
Washington
$5.22K -$13.4K 7 0% Reduced
3742
DWA
Dougherty Wealth Advisers
Minnesota
$5.09K +$5.49K 1 0% New
3743
TVWM
Tower View Wealth Management
Wisconsin
$4.92K -$1.21K 1 0% Reduced
3744
RJA
Ross\Johnson & Associates
Minnesota
$4.91K -$117 2 0.08% Reduced
3745
CWIG
Chung Wu Investment Group
Texas
$4.9K -$4.93K 1 0% Reduced
3746
WestEnd Advisors
WestEnd Advisors
North Carolina
$4.81K -$385 1 0% Reduced
3747
BIM
Breakwater Investment Management
Washington
$4.68K +$4.02K 3 0% Increased
3748
MAM
Morse Asset Management
Connecticut
$4.66K -$2.36K 3 0% Reduced
3749
BA
Blueline Advisors
New Hampshire
$4.54K $0 1 0% Maintained
3750
CWP
Cornerstone Wealth Partners
Michigan
$4.41K +$91 1 0% Increased