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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
4001
SAM
Secure Asset Management
Michigan
$0 -$2.03M 0 – Closed
4002
SIG
Senator Investment Group
New York
$0 -$1.29M 0 – Closed
4003
SWM
Shakespeare Wealth Management
Wisconsin
$0 -$208K 0 – Closed
4004
SCM
Shaolin Capital Management
Florida
$0 -$763K 0 – Closed
4005
SWM
Shelton Wealth Management
Texas
$0 -$200K 0 – Closed
4006
SFP
Shepherd Financial Partners
Massachusetts
$0 -$324K 0 – Closed
4007
SSA
Shepherd Street Advisors
California
$0 -$220K 0 – Closed
4008
SG
Sienna Gestion
France
$0 -$752K 0 – Closed
4009
SC
Slotnik Capital
Texas
$0 -$3.05M 0 – Closed
4010
SH
SLT Holdings
Arizona
$0 -$361K 0 – Closed
4011
SW
Solidarity Wealth
Utah
$0 -$226K 0 – Closed
4012
SA
Sonoma Allocations
California
$0 -$235K 0 – Closed
4013
SFSG
Sound Financial Strategies Group
Mississippi
$0 -$267K 0 – Closed
4014
S2L
Sparta 24 Ltd
Israel
$0 -$1.08M 0 – Closed
4015
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$0 -$766K 0 – Closed
4016
SGCA
Steel Grove Capital Advisors
Tennessee
$0 -$225K 0 – Closed
4017
SCM
Stonebridge Capital Management
California
$0 -$429K 0 – Closed
4018
SFGM
Stonebridge Financial Group (Missouri)
Missouri
$0 -$208K 0 – Closed
4019
SA
Strategic Advisors
New York
$0 -$2.71M 0 – Closed
4020
SGA
Strategic Global Advisors
California
$0 -$1.61M 0 – Closed
4021
SWP
Summit Wealth Partners
Florida
$0 -$217K 0 – Closed
4022
SCM
Sunbeam Capital Management
Georgia
$0 -$227K 0 – Closed
4023
SF
Sun Financial
Utah
$0 -$309K 0 – Closed
4024
TPW
Talon Private Wealth
Florida
$0 -$616K 0 – Closed
4025
TM
Taproot Management
New York
$0 -$21.7M 0 – Closed