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Pet Economy

Pets have moved from animals to family members, and spending on food, medicine, and insurance has followed. The category has held up through downturns better than most consumer spending.

34 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
4151
HFS
Hoge Financial Services
Pennsylvania
$240K +$7.61K 1 0.11% Increased
4152
IW
Instrumental Wealth
Florida
$240K +$13.9K 1 0.12% Increased
4153
LIA
Limestone Investment Advisors
New York
$240K -$86.7K 1 0.02% Reduced
4154
SNB
Security National Bank
Nebraska
$239K -$60.6K 4 0.03% Reduced
4155
MFA
McClarren Financial Advisors
Pennsylvania
$239K +$1.17K 1 0.12% Increased
4156
CA
Crane Advisory
California
$238K $0 1 0.03% Maintained
4157
SFB
STAR Financial Bank
Indiana
$238K +$11K 1 0.1% Increased
4158
DAM
Deltec Asset Management
New York
$238K $0 1 0.04% Maintained
4159
AWM
Abound Wealth Management
Tennessee
$238K -$37.8K 9 0.05% Reduced
4160
IF
IRON Financial
Illinois
$237K +$10.7K 1 0.1% Increased
4161
FNWM
Financial Network Wealth Management
Utah
$237K $0 1 0.07% Maintained
4162
HHAA
Henry H. Armstrong Associates
Pennsylvania
$237K $0 1 0.02% Maintained
4163
DCA
DSG Capital Advisors
Minnesota
$236K $0 1 0.03% Maintained
4164
FA
Fountainhead AM
New Jersey
$236K +$11K 2 0.18% Increased
4165
MFS
McNamara Financial Services
Massachusetts
$236K $0 1 0.04% Maintained
4166
1IA
1620 Investment Advisors
Massachusetts
$236K -$68.7K 6 0.15% Reduced
4167
DI
Disciplined Investors
Texas
$236K +$215K 1 0.12% New
4168
BWM
Brown Wealth Management
Illinois
$236K -$19K 1 0.05% Reduced
4169
CWA
Consilium Wealth Advisory
Texas
$235K +$14K 1 0.07% Increased
4170
TI
tru Independence
Oregon
$235K -$6.32K 1 0.1% Reduced
4171
CTC
Corundum Trust Company
South Dakota
$234K $0 1 0.63% Maintained
4172
NWM
Nolet Wealth Management
Texas
$234K +$14.6K 1 0.13% Increased
4173
VWA
VERITY Wealth Advisors
United States
$234K +$213K 1 0.14% New
4174
GKFF
George Kaiser Family Foundation
Oklahoma
$234K +$249K 1 0.02% New
4175
SFS
Symphony Financial Services
Ohio
$233K -$12.4K 1 0.1% Reduced