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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
4751	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$236K	+$232	1	0.13%	Increased
4752	SL SWMG LLC Fort Worth, Texas	$236K	$0	1	0.16%	Maintained
4753	QVR San Francisco, California	$235K	+$239K	4	0.02%	Increased
4754	FFC Fure Financial Corporation Bloomington, Minnesota	$234K	+$464	2	0.18%	Increased
4755	GC Gibson Capital Wexford, Pennsylvania	$233K	$0	1	0.07%	Maintained
4756	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$231K	-$943K	1	0.15%	Reduced
4757	MWA Martel Wealth Advisors Vancouver, Washington	$226K	$0	1	0.06%	Maintained
4758	AEPI AH Equity Partners III Menlo Park, California	$226K	+$350K	1	0.04%	New
4759	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$225K	-$9.28K	1	0.13%	Reduced
4760	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$225K	-$31.8K	4	0.11%	Reduced
4761	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$225K	$0	1	0.11%	Maintained
4762	TWM Tanglewood Wealth Management Houston, Texas	$224K	$0	1	0.04%	Maintained
4763	NMC Nine Masts Capital Central, Hong Kong	$222K	$0	1	0.17%	Maintained
4764	WFPG Waller Financial Planning Group Columbus, Ohio	$218K	$0	1	0.06%	Maintained
4765	FSWA Financial Synergies Wealth Advisors Houston, Texas	$214K	-$27.1K	1	0.03%	Reduced
4766	FFW Fusion Family Wealth Woodbury, New York	$214K	$0	1	0.03%	Maintained
4767	AAMC Asset Allocation & Management Company Chicago, Illinois	$212K	$0	1	0.1%	Maintained
4768	FA Financial Advantage Columbia, Maryland	$212K	$0	3	0.18%	Maintained
4769	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$212K	$0	1	0.19%	Maintained
4770	MAS Managed Account Services Coconut Grove, Florida	$212K	-$3.25K	1	0.06%	Reduced
4771	TWP Total Wealth Planning Cincinnati, Ohio	$212K	-$120K	1	0.09%	Reduced
4772	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$211K	+$208K	1	0.11%	New
4773	AAM Ameraudi Asset Management New York	$210K	+$206K	1	0.1%	New
4774	LC Lunia Capital Dallas, Texas	$209K	-$63.7M	1	29.99%	Reduced
4775	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$208K	+$205K	1	0.1%	New