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Neobanks

Neobanks run current accounts and cards from an app with no branch network, which lowers the cost of serving each customer. They compete on fees and on how fast an account can be opened rather than on physical presence.

25 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1001
CCA
Column Capital Advisors
Indiana
$47K $0 1 0.01% Maintained
1002
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$46K +$39.1K 1 0% New
1003
CC
Cypress Capital
Tennessee
$40K +$39.1K 1 0.04% New
1004
First Horizon Advisors
First Horizon Advisors
Tennessee
$38K +$9.95K 4 0% Increased
1005
SWA
SOA Wealth Advisors
New York
$38K +$37.1K 1 0.01% New
1006
SIS
Sound Income Strategies
Florida
$38K +$13.5K 2 0.01% Increased
1007
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$38K $0 1 0.03% Maintained
1008
PMAS
PNC Managed Account Solutions
Texas
$37K +$37.9K 1 0.01% New
1009
First Eagle Investment Management
First Eagle Investment Management
New York
$36K +$35.9K 1 0% New
1010
Avior Wealth Management
Avior Wealth Management
Nebraska
$35K $0 1 0% Maintained
1011
Caption Management
Caption Management
Oklahoma
$35K +$39.1K 1 0% New
1012
CWP
Concord Wealth Partners
Virginia
$35K +$3.11K 2 0.01% Increased
1013
LWM
Liberty Wealth Management
California
$35K $0 3 0.01% Maintained
1014
DOA
D'Orazio & Associates
Virginia
$33K -$2.89K 1 0.01% Reduced
1015
LC
Lindbrook Capital
California
$32K +$2.82K 2 0.01% Increased
1016
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$30K +$23.3K 3 0% Increased
1017
SAI
Systematic Alpha Investments
New Jersey
$30K $0 1 0% Maintained
1018
BWP
Baldwin Wealth Partners
Massachusetts
$29K $0 1 0% Maintained
1019
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$29K +$7.08K 5 0% Increased
1020
WC
Winmill & Co
New Hampshire
$29K $0 1 0.01% Maintained
1021
NC
NewSquare Capital
Pennsylvania
$28K +$4.7K 2 0% Increased
1022
SIM
Sonora Investment Management
Arizona
$28K +$4.67K 1 0% Increased
1023
Sageworth Trust
Sageworth Trust
Pennsylvania
$27K +$16.4K 3 0% Increased
1024
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$25K +$25.7K 1 0% New
1025
PWA
Pinnacle Wealth Advisors
Tennessee
$25K +$25.7K 1 0% New