← All themes Autonomous Driving

Ride-Hailing & Shared Mobility

Ride hailing matches passengers with drivers through an app, and shared mobility extends the idea to cars, bikes, and scooters rented by the minute. Density and driver supply decide the economics in each city.

14 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2001
Betterment LLC
Betterment LLC
New York
$286K +$291K 1 0% New
2002
MW
MBL Wealth
North Carolina
$285K -$138K 1 0.02% Reduced
2003
VW
Vantus Wealth
Pennsylvania
$284K +$289K 1 0.15% New
2004
LWA
Lineweaver Wealth Advisors
Ohio
$284K +$6.38K 1 0.03% Increased
2005
HAG
HF Advisory Group
Maryland
$283K +$288K 1 0.09% New
2006
IPAM
Investment Partners Asset Management
New Jersey
$283K $0 1 0.16% Maintained
2007
NIWA
New Insight Wealth Advisors
California
$283K -$126K 1 0.08% Reduced
2008
SA
SRH Advisors
Kansas
$283K $0 2 0.07% Maintained
2009
RFP
Root Financial Partners
California
$281K -$66.2K 1 0.01% Reduced
2010
BWM
BAM Wealth Management
Colorado
$281K +$48.2K 1 0.18% Increased
2011
LA
LM Advisors
California
$280K +$257K 1 0.03% Increased
2012
VHAM
Van Hulzen Asset Management
California
$278K -$58.9K 1 0.02% Reduced
2013
AMG National Trust Bank
AMG National Trust Bank
Colorado
$278K -$116K 1 0.01% Reduced
2014
PPW
Pasadena Private Wealth
California
$277K +$60.5K 1 0.04% Increased
2015
CAAS
Capital Asset Advisory Services
Michigan
$277K $0 1 0.01% Maintained
2016
SAMT
Select Asset Management & Trust
Pennsylvania
$276K $0 1 0.08% Maintained
2017
FGI
Foresight Global Investors
New York
$276K $0 1 0.17% Maintained
2018
ZI
ZEGA Investments
Florida
$275K -$4.77K 1 0.03% Reduced
2019
BRWM
Blue Rock Wealth Management
North Carolina
$274K -$130K 1 0.15% Reduced
2020
WWM
Wolff Wiese Magana
California
$274K +$10.9K 1 0.13% Increased
2021
TSW
Three Seasons Wealth
Utah
$274K -$79.3K 1 0.02% Reduced
2022
RIA
Realta Investment Advisors
Delaware
$273K -$33.5K 1 0.08% Reduced
2023
SIS
Sound Income Strategies
Florida
$271K +$73.9K 1 0.01% Increased
2024
TWM
TriaGen Wealth Management
California
$269K +$64.5K 1 0.07% Increased
2025
MWM
Marion Wealth Management
Pennsylvania
$269K +$46.8K 1 0.05% Increased