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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
5351	ODFS O'Donnell Financial Services San Rafael, California	$659K	-$7.68K	1	6.05%	Reduced
5352	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$658K	+$108K	2	0.39%	Increased
5353	GWAM Guardian Wealth Advisors (Minnesota) St Louis Park, Minnesota	$655K	-$21.7K	2	0.58%	Reduced
5354	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$651K	+$651K	1	0.22%	New
5355	CPWMP Cardinal Point Wealth Management Partners Irvine, California	$651K	+$651K	1	0.22%	New
5356	BMD Better Money Decisions Santa Fe, New Mexico	$647K	+$27.4K	1	0.56%	Increased
5357	FFAM Forge First Asset Management Toronto, Ontario, Canada	$643K	+$644K	1	0.25%	New
5358	HC Hoese & Co Glencoe, Minnesota	$642K	-$15.5K	2	0.67%	Reduced
5359	MWA Martel Wealth Advisors Vancouver, Washington	$636K	+$350K	2	0.17%	Increased
5360	SAM Sequent Asset Management Houston, Texas	$633K	+$240	1	0.43%	Increased
5361	SS Sound Stewardship Overland Park, Kansas	$631K	+$632K	1	0.47%	New
5362	AW Avion Wealth The Woodlands, Texas	$630K	$0	12	0.2%	Maintained
5363	APS American Planning Services Sun City Center, Florida	$628K	+$601K	2	0.63%	Increased
5364	ACM Antonetti Capital Management Naples, Florida	$627K	-$81.1K	7	0.86%	Reduced
5365	FF Francis Financial	$624K	+$11K	1	0.58%	Increased
5366	W WPWealth Fort Worth, Texas	$624K	+$624K	1	0.33%	New
5367	LWP Laurel Wealth Planning Edina, Minnesota	$624K	-$146K	8	0.4%	Reduced
5368	GCM Glaxis Capital Management Sarasota, Florida	$624K	$0	1	8.44%	Maintained
5369	BWA Boulder Wealth Advisors Boulder, Colorado	$622K	+$587K	6	0.56%	New
5370	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$622K	-$237K	1	0.27%	Reduced
5371	FI FIDELIS iM Medford, Oregon	$619K	+$1.2K	1	0.4%	Increased
5372	KCM Kaye Capital Management El Segundo, California	$619K	+$619K	1	0.32%	New
5373	PFA Petra Financial Advisors Colorado Srpings, Colorado	$618K	+$619K	1	0.68%	New
5374	HAS Holland Advisory Services Ormond Beach, Florida	$618K	-$4.32K	1	0.74%	Reduced
5375	WIM Warwick Investment Management Bryan, Texas	$618K	+$618	2	0.25%	Increased