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Quantum Computing

Quantum computing uses quantum states to attack problems that defeat conventional machines, in chemistry, optimisation, and cryptography. The field is early and mostly pre-revenue, so the group trades on milestones rather than on earnings.

19 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2001
WAM
Weatherly Asset Management
California
$1.25M -$4.03K 1 0.09% Reduced
2002
BOS
Bank of Stockton
California
$1.25M +$21.2K 1 0.35% Increased
2003
CFG
Carter Financial Group
Illinois
$1.25M -$18.9K 2 0.65% Reduced
2004
CWP
Clark Wealth Partners
Illinois
$1.24M -$42.9K 3 0.7% Reduced
2005
PA
Persium Advisors
Georgia
$1.24M +$165K 1 0.81% Increased
2006
CWM
Cranbrook Wealth Management
Michigan
$1.24M $0 2 0.23% Maintained
2007
WFI
West Family Investments
California
$1.24M +$191K 1 0.36% Increased
2008
PA
Promethium Advisors
Maryland
$1.24M -$7.56K 1 0.59% Reduced
2009
LWM
Lyell Wealth Management
California
$1.24M +$399K 1 0.08% Increased
2010
CA
Cornerstone Advisory
Maryland
$1.24M +$13.4K 1 0.1% Increased
2011
YWM
Yukon Wealth Management
Kansas
$1.24M +$1.18M 3 0.35% New
2012
RFA
Resurgent Financial Advisors
Georgia
$1.24M +$270K 3 0.34% Increased
2013
MPCG
Matrix Private Capital Group
New York
$1.24M $0 1 0.54% Maintained
2014
LWM
Liberty Wealth Management
California
$1.23M $0 1 0.15% Maintained
2015
CBB
Citizens Business Bank
California
$1.23M +$369K 1 0.19% Increased
2016
WBWA
William B. Walkup & Associates
South Carolina
$1.23M -$8.57K 1 0.59% Reduced
2017
TA
TrueWealth Advisors
Alabama
$1.23M +$1.26K 1 0.28% Increased
2018
FAG
Fortitude Advisory Group
Washington
$1.23M +$101K 1 0.47% Increased
2019
CFM
Capricorn Fund Managers
United Kingdom
$1.23M +$965K 1 0.1% New
2020
NED
Nancy E. Dempze
$1.23M -$277K 1 0.59% Reduced
2021
FHB
First Hawaiian Bank
Hawaii
$1.22M $0 1 0.16% Maintained
2022
LC
Lavaca Capital
Texas
$1.22M +$86.2K 1 0.12% Increased
2023
TCM
Thoma Capital Management
Maryland
$1.22M -$40.1K 1 0.65% Reduced
2024
LC
LCNB Corp
Ohio
$1.22M -$93.2K 1 0.37% Reduced
2025
MSWM
McGlone Suttner Wealth Management
Wisconsin
$1.22M +$9.57K 1 0.14% Increased