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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
3801
BA
Ballast Advisors
Minnesota
$0 -$203K 0 – Closed
3802
BWM
BAM Wealth Management
Colorado
$0 -$323K 0 – Closed
3803
BOJHT
Bank of Jackson Hole Trust
Wyoming
$0 -$604K 0 – Closed
3804
BOM
Bank of Marin
California
$0 -$213K 0 – Closed
3805
BWMG
Barnes Wealth Management Group
California
$0 -$201K 0 – Closed
3806
BSSFA
Baron Silver Stevens Financial Advisors
Florida
$0 -$254K 0 – Closed
3807
BAM
Bastion Asset Management
Canada
$0 -$7.02M 0 – Closed
3808
BC
BDFS Capital
Delaware
$0 -$617K 0 – Closed
3809
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$0 -$207K 0 – Closed
3810
BMC
Beaton Management Company
Massachusetts
$0 -$423K 0 – Closed
3811
BBL
Beck Bode LLC
Massachusetts
$0 -$331K 0 – Closed
3812
BM
Berman McAleer
Maryland
$0 -$219K 0 – Closed
3813
BWA
BlueChip Wealth Advisors
Georgia
$0 -$236K 0 – Closed
3814
BBCM
Broad Bay Capital Management
New York
$0 -$12.5M 0 – Closed
3815
BP
Broadleaf Partners
Ohio
$0 -$225K 0 – Closed
3816
BIG
Brookwood Investment Group
Arizona
$0 -$231K 0 – Closed
3817
BF
Brucke Financial
Indiana
$0 -$213K 0 – Closed
3818
BIM
Bullseye Investment Management
Ohio
$0 -$2.51K 0 – Closed
3819
CA
Cache Advisors
California
$0 -$20.5K 0 – Closed
3820
CICC
Capital Investment Counsel (Colorado)
Colorado
$0 -$3.75M 0 – Closed
3821
CPA
Capital Performance Advisors
California
$0 -$837K 0 – Closed
3822
Capula Management
Capula Management
Cayman Islands
$0 -$1.96M 0 – Closed
3823
CWM
CCG Wealth Management
California
$0 -$221K 0 – Closed
3824
CAG
Centerpoint Advisory Group
Kansas
$0 -$221K 0 – Closed
3825
CVA
Central Valley Advisors
California
$0 -$250K 0 – Closed