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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
4226	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$286K	$0	1	0.2%	Maintained
4227	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$283K	+$2.31K	1	0.52%	Increased
4228	GG Gleason Group Prospect, Kentucky	$282K	-$2.49K	1	0.16%	Reduced
4229	IWP IAG Wealth Partners Waukesha, Wisconsin	$282K	-$11.3K	7	0.13%	Reduced
4230	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$278K	+$420	1	0.12%	Increased
4231	NRI NFP Retirement Inc Aliso Viejo, California	$274K	+$50.8K	1	0.18%	Increased
4232	CFC Coyle Financial Counsel Glenview, Illinois	$273K	+$42K	1	0.23%	Increased
4233	EPP ETF Portfolio Partners Leawood, Kansas	$252K	$0	1	0.13%	Maintained
4234	Alphabet Inc Mountain View, California	$251K	-$41.1M	1	0.01%	Reduced
4235	WFPG Waller Financial Planning Group Columbus, Ohio	$251K	+$3.15K	1	0.09%	Increased
4236	WCM Wallace Capital Management Dallas, Texas	$250K	$0	1	0.04%	Maintained
4237	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$249K	-$601K	1	0.47%	Reduced
4238	AlphaCore Capital La Jolla, California	$248K	-$95.1K	1	0.22%	Reduced
4239	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$245K	-$14.1K	1	0.12%	Reduced
4240	CI Chartist Inc Seal Beach, California	$245K	+$244K	1	0.14%	New
4241	AWM Altus Wealth Management Ft Mitchell, Kentucky	$239K	-$24.2K	1	0.22%	Reduced
4242	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$239K	+$239K	1	0.17%	New
4243	HLCM Hi-Line Capital Management Watertown, South Dakota	$239K	+$238K	1	0.13%	New
4244	CFS Cannon Financial Strategists Athens, Georgia	$233K	-$42K	1	0.13%	Reduced
4245	MCG Meru Capital Group New York	$231K	+$231K	1	0.75%	New
4246	JA JVL Associates Wyoming, Michigan	$228K	+$227K	1	0.22%	New
4247	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$227K	+$229K	1	0.1%	New
4248	FFW Fusion Family Wealth Woodbury, New York	$224K	-$39K	1	0.05%	Reduced
4249	KIC Keating Investment Counselors Delray Beach, Florida	$221K	$0	1	0.12%	Maintained
4250	TSA Tri-Star Advisors Houston, Texas	$221K	+$210K	1	0.14%	New