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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
6051	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$1.57M	+$74.6K	2	0.42%	Increased
6052	EWM Echo Wealth Management Plymouth, Minnesota	$1.56M	-$125K	1	0.96%	Reduced
6053	LFA Level Financial Advisors East Amherst, New York	$1.56M	+$210K	2	0.49%	Increased
6054	DFG Dupree Financial Group Lexington, Kentucky	$1.56M	+$57.1K	3	0.62%	Increased
6055	F4L Fortune 45 LLC Gonzales, Louisiana	$1.56M	+$20.8K	1	0.9%	Increased
6056	WCP Welch Capital Partners Harrison, New York	$1.56M	$0	1	0.35%	Maintained
6057	LFA LifeGuide Financial Advisors Mechanicsburg, Pennsylvania	$1.56M	$0	2	0.58%	Maintained
6058	TB Terril Brothers St. Louis, Missouri	$1.56M	+$436K	2	0.59%	Increased
6059	ICCON Investment Counsel Company of Nevada Las Vegas, Nevada	$1.55M	+$434	4	3.18%	Increased
6060	MWM Magnolia Wealth Management Dothan, Alabama	$1.55M	$0	1	1.01%	Maintained
6061	AWM Able Wealth Management Toms River, New Jersey	$1.55M	+$104K	2	0.78%	Increased
6062	MPW MGO Private Wealth Irvine, California	$1.55M	+$175K	2	0.99%	Increased
6063	HHWM Hiley Hunt Wealth Management Omaha, Nebraska	$1.54M	-$24.3K	1	0.78%	Reduced
6064	BWM Biltmore Wealth Management Tempe, Arizona	$1.54M	+$10K	3	0.62%	Increased
6065	LHWM Lake Hills Wealth Management Austin, Texas	$1.54M	+$1.35M	3	0.88%	New
6066	RPGNY Retirement Planning Group (New York) Malta, New York	$1.53M	+$397K	2	1.35%	Increased
6067	LP LGL Partners Philadelphia, Pennsylvania	$1.53M	-$49K	2	0.68%	Reduced
6068	EA Ergawealth Advisors Oak Brook, Illinois	$1.53M	+$22.6K	3	0.69%	Increased
6069	BAWM Bennett Associates Wealth Management Butler, Pennsylvania	$1.52M	-$13.9K	2	1.17%	Reduced
6070	SMF Sterling Manor Financial Saratoga Springs, New York	$1.52M	+$234K	3	1.02%	Increased
6071	Mason Investment Advisory Services Reston, Virginia	$1.52M	+$434	2	0.08%	Increased
6072	FA Fortis Advisors Wayne, Pennsylvania	$1.52M	-$66.4K	2	0.97%	Reduced
6073	PIC Portland Investment Counsel Burlington, Ontario, Canada	$1.52M	+$445K	2	0.45%	Increased
6074	MAS MPWM Advisory Solutions Alpharetta, Georgia	$1.51M	-$199K	19	0.96%	Reduced
6075	PCP Pacific Capital Partners London,	$1.51M	-$2.88M	1	1.42%	Reduced