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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
SFWC
Strategic Family Wealth Counselors
New Jersey
$228K -$36.6K 1 0.08% Reduced
2002
TWM
Trinity Wealth Management
Pennsylvania
$228K $0 1 0.17% Maintained
2003
AFS
Axiom Financial Strategies
Indiana
$227K +$1.07K 1 0.11% Increased
2004
DPI
Diversified Portfolios Inc
Michigan
$227K +$11.5K 1 0.06% Increased
2005
KM
Kalos Management
Georgia
$227K +$8.96K 1 0.06% Increased
2006
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$227K +$228K 1 0.01% New
2007
FCMT
Founders Capital Management (Texas)
Texas
$226K $0 1 0.15% Maintained
2008
OC
Oarsman Capital
Wisconsin
$226K -$9.22K 1 0.09% Reduced
2009
LCM
Liberty Capital Management
Michigan
$225K -$140K 1 0.07% Reduced
2010
OBWP
O'Brien Wealth Partners
Massachusetts
$225K -$96.6K 1 0.08% Reduced
2011
LB
Legacy Bridge
Iowa
$224K $0 1 0.13% Maintained
2012
RRA
Round Rock Advisors
Connecticut
$224K $0 1 0.17% Maintained
2013
TTWM
TCV Trust & Wealth Management
Virginia
$223K +$224K 1 0.02% New
2014
Wedge Capital Management
Wedge Capital Management
North Carolina
$223K +$4.81K 1 0% Increased
2015
MCM
Maryland Capital Management
Maryland
$222K -$196K 1 0.01% Reduced
2016
PCA
Private Capital Advisors
Connecticut
$222K +$224K 1 0.04% New
2017
SFG
Sovereign Financial Group
Connecticut
$222K -$15.9K 1 0.13% Reduced
2018
MCP
Mirador Capital Partners
California
$221K $0 1 0.05% Maintained
2019
RWA
River Wealth Advisors
Pennsylvania
$221K +$31.1K 1 0.04% Increased
2020
RCG
Rock Creek Group
District of Columbia
$221K -$124K 1 0.04% Reduced
2021
SC
Steph & Co
Wisconsin
$221K +$21K 1 0.14% Increased
2022
RCM
Requisite Capital Management
Texas
$220K $0 1 0.05% Maintained
2023
SCM
Spreng Capital Management
Ohio
$220K $0 1 0.14% Maintained
2024
VWA
V Wealth Advisors
Kansas
$220K -$6.28K 1 0.03% Reduced
2025
WFA
Wade Financial Advisory
California
$220K $0 1 0.12% Maintained