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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
5101	FF Financial Futures Brielle, New Jersey	$883K	-$95.5K	2	0.87%	Reduced
5102	BC Barnett & Company Chattanooga, Tennessee	$877K	-$203K	1	0.7%	Reduced
5103	SPWM Straight Path Wealth Management Jenison, Michigan	$873K	$0	1	0.86%	Maintained
5104	TW Towerpoint Wealth Sacramento, California	$872K	-$128K	1	0.52%	Reduced
5105	Axiom Advisory San Diego, California	$871K	+$353K	2	0.97%	Increased
5106	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$867K	$0	2	0.39%	Maintained
5107	WWP Waypoint Wealth Partners Mill Valley, California	$866K	+$542K	4	0.33%	Increased
5108	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$863K	-$17.1K	1	0.13%	Reduced
5109	SFP Strategic Financial Partners Bend, Oregon	$863K	$0	1	0.5%	Maintained
5110	TFA Tranquilli Financial Advisor Clinton, New Jersey	$862K	+$171K	2	0.66%	Increased
5111	OFS Oldfather Financial Services Kearney, Nebraska	$858K	-$100K	2	0.49%	Reduced
5112	LWP Laurel Wealth Planning Edina, Minnesota	$853K	-$306K	9	0.6%	Reduced
5113	MIM Macroview Investment Management Bethesda, Maryland	$846K	+$47.9K	24	1.38%	Increased
5114	OFG Omega Financial Group Santa Barbara, California	$846K	+$162K	1	0.41%	Increased
5115	RL RPO LLC Stamford, Connecticut	$845K	-$98.3K	1	0.21%	Reduced
5116	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$842K	-$816	8	1.82%	Reduced
5117	NFP Narus Financial Partners Salt Lake City, Utah	$842K	-$91.2K	2	0.54%	Reduced
5118	ACM Alethea Capital Management Mercer Island, Washington	$840K	+$382K	2	1.05%	Increased
5119	PFA Peak Financial Advisors Denver, Colorado	$839K	-$50.1K	2	0.83%	Reduced
5120	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$838K	+$21.3K	14	0.12%	Increased
5121	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$835K	-$403K	1	0.58%	Reduced
5122	VBWMG Von Berge Wealth Management Group San Diego, California	$831K	+$24.2K	1	0.86%	Increased
5123	BIG Boothe Investment Group Dover, Delaware	$829K	-$11.8M	1	0.7%	Reduced
5124	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$828K	-$10.6M	2	0.23%	Reduced
5125	LFG Lockerman Financial Group Newport Beach, California	$828K	-$286K	1	2.65%	Reduced