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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
5276	VFG V2 Financial group Naperville, Illinois	$4.18M	+$430K	5	1.56%	Increased
5277	RMF Red Mountain Financial Fort Collins, Colorado	$4.18M	+$26.9K	3	3.5%	Increased
5278	LWM Latko Wealth Management Frankfort, Illinois	$4.16M	+$759K	2	1.77%	Increased
5279	KFS Kaizen Financial Strategies Campbell, California	$4.16M	-$385K	5	1.35%	Reduced
5280	SMBT Southern Michigan Bank & Trust Coldwater, Michigan	$4.16M	+$102K	16	1.48%	Increased
5281	KA KDT Advisors New York	$4.16M	-$352K	3	5.76%	Reduced
5282	CWP Clark Wealth Partners O'fallon, Illinois	$4.15M	+$674K	25	2.34%	Increased
5283	RW Rede Wealth Charlottesville, Virginia	$4.15M	+$468K	4	1.37%	Increased
5284	TCM TD Capital Management Memphis, Tennessee	$4.15M	-$127K	27	0.34%	Reduced
5285	PA Persium Advisors Atlanta, Georgia	$4.14M	+$326K	4	2.7%	Increased
5286	IWP Insight Wealth Partners Plano, Texas	$4.14M	+$380K	2	0.56%	Increased
5287	VW Vance Wealth Santa Clarita, California	$4.14M	+$1.32M	3	0.93%	Increased
5288	RRA Red Reef Advisors Boca Raton, Florida	$4.14M	-$92.3K	4	3.81%	Reduced
5289	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$4.13M	+$118K	4	0.9%	Increased
5290	GIM Guardian Investment Management Tiburon, California	$4.12M	+$48.1K	2	2.66%	Increased
5291	PFP Paragon Financial Partners Woodland Hills, California	$4.12M	+$182K	2	2.2%	Increased
5292	MC Marest Capital Tarzana, California	$4.12M	-$606K	2	2.05%	Reduced
5293	NJIM Nabity-Jensen Investment Management Omaha, Nebraska	$4.12M	-$192K	3	2.52%	Reduced
5294	SIM SSI Investment Management Los Angeles, California	$4.12M	$0	3	0.24%	Maintained
5295	FL FreeGulliver LLC New Orleans, Louisiana	$4.12M	-$108K	3	1.45%	Reduced
5296	JJBC James J. Burns & Company Melville, New York	$4.12M	-$114K	2	0.45%	Reduced
5297	RWM Rezny Wealth Management Fort Myers, Florida	$4.11M	+$1.62M	2	0.71%	Increased
5298	FWA FOCUS Wealth Advisors Houston, Texas	$4.1M	-$1.72M	2	1.9%	Reduced
5299	MIM Macroview Investment Management Bethesda, Maryland	$4.1M	+$13.9K	4	2.53%	Increased
5300	FA Fiducient Advisors Chicago, Illinois	$4.1M	-$3.27M	4	0.59%	Reduced