← All themes

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
3751
IW
Imprint Wealth
South Carolina
$3.99K -$730 1 0.02% Reduced
3752
PCTC
Perkins Coie Trust Company
Washington
$3.9K $0 1 0% Maintained
3753
IAG
Innovative Advisory Group
Massachusetts
$3.79K $0 1 0% Maintained
3754
MDCM
Morgan Dempsey Capital Management
Wisconsin
$3.72K -$1.82K 1 0% Reduced
3755
CIAS
CBIZ Investment Advisory Services
Ohio
$3.4K $0 2 0% Maintained
3756
HIA
Highland Investment Advisors
Florida
$3.15K +$3.05K 3 0% New
3757
FIM
FWL Investment Management
Texas
$3.08K $0 1 0% Maintained
3758
FIA
FNY Investment Advisers
New York
$3K -$61.1K 2 0% Reduced
3759
WCM
Westend Capital Management
California
$2.63K $0 1 0% Maintained
3760
NWM
Navigoe Wealth Management
California
$2K +$2.52K 6 0% Increased
3761
CWM
Consultiva Wealth Management
Puerto Rico
$1.95K -$458 1 0% Reduced
3762
GC
Gould Capital
Washington
$1.94K $0 1 0% Maintained
3763
FGA
Fortis Group Advisors
New Jersey
$1.55K +$1.53K 1 0% New
3764
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$1.28K -$1.01M 2 0% Reduced
3765
CFP
Comprehensive Financial Planning
Pennsylvania
$1.2K $0 1 0% Maintained
3766
BCPWM
Bradley & Co Private Wealth Management
Florida
$907 $0 1 0% Maintained
3767
T2I
Turim 21 Investimentos
Brazil
$650 $0 1 0% Maintained
3768
NOI
Newton One Investments
Delaware
$591 $0 1 0% Maintained
3769
RF
Robbins Farley
New Hampshire
$481 $0 1 0% Maintained
3770
SWAG
Spectrum Wealth Advisory Group
California
$457 +$456 1 0% New
3771
CI
Cordant Inc
Oregon
$347 +$322 2 0% New
3772
PFA
Pillar Financial Advisors
Kentucky
$340 $0 2 0% Maintained
3773
DRP
Decker Retirement Planning
Utah
$336 $0 2 0% Maintained
3774
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$59 $0 1 0% Maintained
3775
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$20 -$171K 1 0% Reduced