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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
6726	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$729K	+$58.7K	1	0.35%	Increased
6727	CFS Compass Financial Services West Des Moines, Iowa	$728K	-$11.7K	1	0.27%	Reduced
6728	FOFP Fee-Only Financial Planning Okatie, South Carolina	$728K	$0	2	0.39%	Maintained
6729	FFP Forbes Financial Planning East Greenwich, Rhode Island	$727K	-$4.86K	1	0.39%	Reduced
6730	IWA Independent Wealth Advisors Cary, North Carolina	$726K	+$17.2K	2	0.66%	Increased
6731	MAG Members Advisory Group Williamsville, New York	$726K	+$724K	1	0.2%	New
6732	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$720K	+$4.59K	21	0.48%	Increased
6733	MFG Mann Financial Group Detroit Lakes, Minnesota	$717K	+$10.1K	1	0.6%	Increased
6734	MWML Morrissey Wealth Management, LLC North Haven, Connecticut	$716K	+$560K	1	0.45%	New
6735	BS Brighton Securities Rochester, New York	$715K	+$226K	2	0.31%	Increased
6736	SOWAS Silver Oak Wealth Advisors Services Los Angeles, California	$715K	-$2.5K	2	0.43%	Reduced
6737	IDBONY Israel Discount Bank of New York New York	$711K	+$246K	2	1.32%	Increased
6738	FFP Freedom Financial Partners Oakdale, Minnesota	$708K	-$41.3K	1	0.23%	Reduced
6739	GCIG Grand Central Investment Group Tampa, Florida	$705K	-$6.88K	1	0.59%	Reduced
6740	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$705K	-$165K	1	0.47%	Reduced
6741	TDWM Topel & Distasi Wealth Management Berkeley, California	$705K	+$538K	1	0.34%	Increased
6742	ES ETF Store Overland Park, Kansas	$705K	+$216K	2	0.59%	Increased
6743	MWM Mittelman Wealth Management Andover, Massachusetts	$703K	-$428K	2	0.47%	Reduced
6744	MBI May Barnhard Investments Bethesda, Maryland	$700K	+$87.4K	1	0.28%	Increased
6745	HWM Hemming & Wealth Management Traverse City, Michigan	$699K	-$132K	1	0.43%	Reduced
6746	PF Penney Financial Houston, Texas	$694K	$0	1	0.24%	Maintained
6747	BWG Balanced Wealth Group Westlake, Ohio	$692K	-$126K	1	0.22%	Reduced
6748	NFP NorthLanding Financial Partners Rochester, New York	$690K	+$125K	2	0.48%	Increased
6749	VI Versor Investments New York	$690K	-$784K	1	1.45%	Reduced
6750	DC Dahring Cusmano Novi, Michigan	$689K	-$42.9K	1	0.36%	Reduced