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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
3901
IWS
Insight Wealth Strategies
California
$0 -$5.44M 0 – Closed
3902
IIA
Integral Investment Advisors
California
$0 -$301K 0 – Closed
3903
IWS
Intentional Wealth Strategies
Colorado
$0 -$35.6K 0 – Closed
3904
IMT
Investment Management Trust
Massachusetts
$0 -$250K 0 – Closed
3905
I
INVST
Indiana
$0 -$251K 0 – Closed
3906
ICM
Ionic Capital Management
New York
$0 -$893K 0 – Closed
3907
JCM
Jacobsen Capital Management
Utah
$0 -$327K 0 – Closed
3908
JSA
Jacobson & Schmitt Advisors
Wisconsin
$0 -$263K 0 – Closed
3909
JHP
James Hambro & Partners
United Kingdom
$0 -$225K 0 – Closed
3910
JCFM
JBR Co Financial Management
Oklahoma
$0 -$270K 0 – Closed
3911
JGC
J. Goldman & Co
New York
$0 -$29.7M 0 – Closed
3912
Junto Capital Management
Junto Capital Management
New York
$0 -$52.3M 0 – Closed
3913
Karpus Investment Management
Karpus Investment Management
New York
$0 -$6.65M 0 – Closed
3914
KC
Katamaran Capital
United Kingdom
$0 -$974K 0 – Closed
3915
KWM
Kaydan Wealth Management
Michigan
$0 -$205K 0 – Closed
3916
KC
Kepos Capital
New York
$0 -$763K 0 – Closed
3917
Kestra Investment Management
Kestra Investment Management
Texas
$0 -$791K 0 – Closed
3918
LTI
Laffer Tengler Investments
Tennessee
$0 -$224K 0 – Closed
3919
LA
Latitude Advisors
Florida
$0 -$244K 0 – Closed
3920
LBWM
Left Brain Wealth Management
Illinois
$0 -$212K 0 – Closed
3921
LFIA
Legacy Financial Independent Advisors
Kentucky
$0 -$270K 0 – Closed
3922
LWMI
Legacy Wealth Management (Idaho)
Idaho
$0 -$11.7K 0 – Closed
3923
LCA
Legend Capital Advisors
New York
$0 -$83.4K 0 – Closed
3924
LGW
Leslie Global Wealth
Illinois
$0 -$264K 0 – Closed
3925
LA
Linden Advisors
New York
$0 -$12.2M 0 – Closed