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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
6251	OFG Opulen Financial Group Arlington, Virginia	$1.54M	+$206K	2	0.97%	Increased
6252	VBA von Borstel & Associates The Dalles, Oregon	$1.54M	-$1.85K	3	0.32%	Reduced
6253	BF Bonfire Financial Colorado Springs, Colorado	$1.54M	+$8.5K	2	0.99%	Increased
6254	FWA FORM Wealth Advisors Lake Geneva, Wisconsin	$1.54M	-$283K	2	0.17%	Reduced
6255	RL Retireful LLC Haslett, Michigan	$1.54M	+$1.1M	1	1.43%	New
6256	MWM Maimon Wealth Management Ra'anana, Israel	$1.54M	+$86.6K	1	1.18%	Increased
6257	ACA Ackerman Capital Advisors Dallas, Texas	$1.54M	+$48.7K	2	0.31%	Increased
6258	WAG Wheelhouse Advisory Group St. Louis, Missouri	$1.53M	+$39.2K	1	0.43%	Increased
6259	WFS WealthGarden F.S. El Segundo, California	$1.53M	+$314K	1	0.87%	Increased
6260	P Palladiem Bryn Mawr, Pennsylvania	$1.53M	-$126K	9	1.48%	Reduced
6261	IWP IAG Wealth Partners Waukesha, Wisconsin	$1.53M	-$33.4K	11	0.15%	Reduced
6262	FWMM Foundation Wealth Management (Missouri) Clayton, Missouri	$1.53M	+$151K	3	0.9%	Increased
6263	BA Brightwater Advisory Tampa, Florida	$1.53M	-$373K	2	0.96%	Reduced
6264	GCM Goldstream Capital Management Central, Hong Kong	$1.52M	-$1.56M	2	1.16%	Reduced
6265	AFA AllGen Financial Advisors Orlando, Florida	$1.52M	-$232K	1	0.33%	Reduced
6266	OPOWM One Plus One Wealth Management Jupiter, Florida	$1.52M	+$10.9K	3	0.66%	Increased
6267	CA Cresta Advisors Laredo, Texas	$1.52M	-$18.6K	1	0.55%	Reduced
6268	CIR Clear Investment Research Alpharetta, Georgia	$1.52M	-$83.3K	2	2.37%	Reduced
6269	SF Seros Financial Tempe, Arizona	$1.52M	+$112K	3	0.79%	Increased
6270	HAS Holland Advisory Services Ormond Beach, Florida	$1.52M	-$46.1K	2	1.68%	Reduced
6271	SWP ShoreHaven Wealth Partners Red Bank, New Jersey	$1.52M	+$632K	3	0.48%	Increased
6272	CIG Cairn Investment Group Vancouver, Washington	$1.52M	+$526K	1	0.67%	Increased
6273	DFG Dupree Financial Group Lexington, Kentucky	$1.52M	+$197K	3	0.57%	Increased
6274	SAM Stembrook Asset Management Red Bank, New Jersey	$1.52M	$0	3	1.31%	Maintained
6275	SHFC Safe Harbor Family Capital Chapel Hill, North Carolina	$1.51M	-$238K	2	1.01%	Reduced