← All themes Internet of Things

Smart Home

Smart home covers connected thermostats, locks, lighting, cameras, and appliances controlled from a phone or a voice assistant. Energy management and security are the two uses people reliably pay for.

17 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1226
SIS
Strategic Investment Solutions
Illinois
$540 +$578 1 0% New
1227
CWP
Concord Wealth Partners
Virginia
$507 -$33 1 0% Reduced
1228
MIM
Manitou Investment Management
Ontario, Canada
$494 +$488 1 0% New
1229
CSWM
Cassady Schiller Wealth Management
Ohio
$439 $0 1 0% Maintained
1230
RCM
Raleigh Capital Management
North Carolina
$439 $0 1 0% Maintained
1231
PFA
Pathway Financial Advisers
Indiana
$393 $0 1 0% Maintained
1232
CIA
Cape Investment Advisory
Georgia
$329 +$326 1 0% New
1233
Credit Agricole
Credit Agricole
France
$311 $0 1 0% Maintained
1234
WBC
West Branch Capital
Massachusetts
$311 -$253 1 0% Reduced
1235
FCB
First Command Bank
Texas
$292 +$289 1 0% New
1236
FCFS
First Command Financial Services
Texas
$292 +$289 1 0% New
1237
PFSC
Peoples Financial Services Corp
Pennsylvania
$292 $0 1 0% Maintained
1238
SIS
Sound Income Strategies
Florida
$292 -$247 1 0% Reduced
1239
WOC
West Oak Capital
California
$255 $0 1 0% Maintained
1240
RWPA
Richard W. Paul & Associates
Michigan
$238 -$595 1 0% Reduced
1241
Chilton Capital Management
Chilton Capital Management
Texas
$220 +$217 1 0% New
1242
GFPC
Global Financial Private Client
Florida
$164 $0 1 0% Maintained
1243
FSWA
Financial Synergies Wealth Advisors
Texas
$99 $0 1 0% Maintained
1244
BA
Bellwether Advisors
Nebraska
$91 $0 1 0% Maintained
1245
FWM
Focused Wealth Management
New York
$91 $0 1 0% Maintained
1246
CPFP
Clear Perspectives Financial Planning
Ohio
$55 $0 1 0% Maintained
1247
Soros Fund Management
Soros Fund Management
New York
$44 +$44 1 0% New
1248
FFL
Financial Freedom LLC
Ohio
$18 $0 1 0% Maintained
1249
3IP
3Chopt Investment Partners
Virginia
$0 -$101K 0 – Closed
1250
AWM
Accurate Wealth Management
Florida
$0 -$15.2K 0 – Closed