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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
5451	LW Lauer Wealth Valparaiso, Indiana	$588K	+$543K	1	0.61%	New
5452	2L 25 LLC St. Louis, Missouri	$588K	+$61K	36	0.33%	Increased
5453	CAG Compass Advisory Group Melville, New York	$588K	+$190K	1	0.31%	Increased
5454	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$583K	+$1.51K	2	0.24%	Increased
5455	TFP Triune Financial Partners Overland Park, Kansas	$578K	+$16.6K	2	0.24%	Increased
5456	AFG Arkansas Financial Group Little Rock, Arkansas	$577K	+$148K	1	0.12%	Increased
5457	TA Tactive Advisors Jacksonville, Florida	$575K	-$13.8K	1	0.44%	Reduced
5458	EA Ergawealth Advisors Oak Brook, Illinois	$570K	+$27.3K	2	0.39%	Increased
5459	SFC SYM Financial Corp Winona Lake, Indiana	$568K	+$103K	1	0.12%	Increased
5460	MAM McCarthy Asset Management Redwood Shores, California	$568K	-$18.8K	1	0.39%	Reduced
5461	FWS FinDec Wealth Services Stockton, California	$562K	+$10.7K	1	0.39%	Increased
5462	HC Hoese & Co Glencoe, Minnesota	$558K	-$33.8K	1	0.52%	Reduced
5463	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$557K	+$459K	1	3.26%	New
5464	HPA High Probability Advisors Pittsford, New York	$557K	+$180K	1	0.12%	Increased
5465	PP Prosperity Planning Kansas City, Missouri	$556K	$0	1	0.23%	Maintained
5466	BT Brandywine Trust Hockessin, Delaware	$553K	+$535K	1	0.12%	New
5467	DWMS Dominguez Wealth Management Solutions Williamsburg, Virginia	$552K	+$2.19K	1	0.48%	Increased
5468	RWA Redmont Wealth Advisors Chicago, Illinois	$549K	+$40.4K	1	0.94%	Increased
5469	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$549K	-$940	1	0.4%	Reduced
5470	SEM Strategic Equity Management Tucson, Arizona	$542K	$0	1	0.19%	Maintained
5471	IW Instrumental Wealth Tampa, Florida	$541K	-$17.6K	1	0.65%	Reduced
5472	GWM GoalFusion Wealth Management Austin, Texas	$541K	-$8.46K	1	0.4%	Reduced
5473	ACM Antonetti Capital Management Naples, Florida	$540K	+$5.82K	9	0.78%	Increased
5474	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$539K	+$17.2K	1	0.14%	Increased
5475	RFP Root Financial Partners Encinitas, California	$536K	+$125K	1	0.32%	Increased