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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
4301
BGA
Battery Global Advisors
Massachusetts
$188K +$94 3 0.09% Increased
4302
LAS
Lloyd Advisory Services
Georgia
$187K -$451K 5 0.07% Reduced
4303
CCMI
Creative Capital Management Investments
California
$187K +$42.4K 12 0.04% Increased
4304
HFS
Hughes Financial Services
Virginia
$183K +$27.7K 12 0.02% Increased
4305
MTIM
Marathon Trading Investment Management
Pennsylvania
$180K -$434K 1 0.01% Reduced
4306
CFS
CGC Financial Services
Oregon
$180K $0 4 0.04% Maintained
4307
TVWM
Tower View Wealth Management
Wisconsin
$179K +$1.17K 1 0.08% Increased
4308
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$178K -$304K 3 0% Reduced
4309
AA
Addison Advisors
Vermont
$177K -$1.37M 7 0.08% Reduced
4310
CNBT
Cornerstone National Bank & Trust
Illinois
$176K $0 3 0.06% Maintained
4311
KA
Kozak & Associates
Colorado
$174K -$33.7K 5 0.03% Reduced
4312
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$173K -$29.4K 2 0.01% Reduced
4313
PJC
Phillip James Consulting
Minnesota
$173K +$12.7K 5 0.12% Increased
4314
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$173K $0 2 0.1% Maintained
4315
DF
Dunhill Financial
United Kingdom
$172K +$43.6K 9 0.04% Increased
4316
TLCM
Twin Lakes Capital Management
California
$171K +$351 1 0.07% Increased
4317
AI
AXS Investments
New York
$170K -$15.5K 3 0.05% Reduced
4318
DWS
Dynamic Wealth Strategies
California
$168K -$2.81K 3 0.09% Reduced
4319
DWM
Dogwood Wealth Management
Kansas
$168K -$20.8K 6 0.07% Reduced
4320
SC
Steph & Co
Wisconsin
$168K $0 1 0.04% Maintained
4321
WFG
Wormser Freres Gestion
France
$166K -$135K 2 0.09% Reduced
4322
HI
Hoey Investments
Pennsylvania
$165K -$9.08K 4 0.02% Reduced
4323
PAP
Persistent Asset Partners
Hong Kong
$163K +$182K 3 0.05% New
4324
CFP
Comprehensive Financial Planning
Pennsylvania
$160K +$117 2 0.09% Increased
4325
BFP
Birchwood Financial Partners
Minnesota
$159K $0 3 0.13% Maintained