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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
ACA
Affinity Capital Advisors
California
$254K +$9.78K 1 0.08% Increased
2002
NQWM
Northwest Quadrant Wealth Management
Oregon
$254K +$913 1 0.07% Increased
2003
CFA
Compass Financial Advisors
Indiana
$253K +$33.6K 1 0.28% Increased
2004
MC
Middleton & Co
Massachusetts
$253K +$254K 1 0.03% New
2005
PPW
Parcion Private Wealth
Washington
$253K +$254K 1 0.02% New
2006
WWA
WC Walker & Associates
California
$252K $0 1 0.13% Maintained
2007
PWAG
Polaris Wealth Advisory Group
California
$250K +$253K 1 0.02% New
2008
AIM
Aspen Investment Management
Michigan
$249K $0 1 0.13% Maintained
2009
BWA
Blodgett Wealth Advisors
California
$249K $0 1 0.21% Maintained
2010
KOC
Koss-Olinger Consulting
Florida
$249K +$130 1 0.04% Increased
2011
RPA
Rock Point Advisors
Vermont
$249K +$3.13K 1 0.07% Increased
2012
BBW
Blue Barn Wealth
Utah
$248K +$13.4K 1 0.17% Increased
2013
PCMC
Private Capital Management (Colorado)
Colorado
$248K -$33.3K 1 0.08% Reduced
2014
NRI
NFP Retirement Inc
California
$248K +$248K 1 0.06% New
2015
HWM
Horizon Wealth Management
Illinois
$247K +$1.83K 1 0.08% Increased
2016
MLL
Moody Lynn & Lieberson
Massachusetts
$247K +$248K 1 0.02% New
2017
FA
Faithward Advisors
Pennsylvania
$246K -$1.96K 1 0.05% Reduced
2018
BMCM
Bryn Mawr Capital Management
Pennsylvania
$245K $0 1 0.07% Maintained
2019
HSWM
Hubbell Strickland Wealth Management
Louisiana
$245K $0 1 0.15% Maintained
2020
LFA
LifeGuide Financial Advisors
Pennsylvania
$245K +$3K 1 0.19% Increased
2021
SEP
Southland Equity Partners
Missouri
$245K $0 1 0.1% Maintained
2022
AAM
Austin Asset Management
Texas
$244K $0 1 0.08% Maintained
2023
CFFP
Center for Financial Planning
Michigan
$244K -$17.6K 1 0.05% Reduced
2024
IC
Intersect Capital
California
$244K -$112K 1 0.05% Reduced
2025
MWA
Monograph Wealth Advisors
California
$244K +$245K 1 0.06% New