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Water

Water is a local, regulated, and capital hungry business covering collection, treatment, distribution, and the network that leaks along the way. Scarcity and tightening quality rules push spending up regardless of the economic cycle.

67 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
3001
JIC
Joel Isaacson & Co
New York
$223K -$274K 1 0.01% Reduced
3002
TTWM
TCV Trust & Wealth Management
Virginia
$223K $0 1 0.02% Maintained
3003
TF
Tudor Financial
Ohio
$223K $0 1 0.13% Maintained
3004
HFW
Horizon Family Wealth
Illinois
$222K +$31.5K 1 0.15% Increased
3005
PIA
Perennial Investment Advisors
California
$222K +$221K 1 0.03% New
3006
AFS
AFG Fiduciary Services
Massachusetts
$221K +$237K 1 0.16% New
3007
FWA
Flagship Wealth Advisors
Massachusetts
$221K -$46.9K 5 0.09% Reduced
3008
SL
Summitry LLC
California
$221K +$197K 1 0.01% New
3009
FAG
Fortitude Advisory Group
Washington
$221K +$2.48K 1 0.16% Increased
3010
VC
Veery Capital
Delaware
$221K +$210K 1 0.09% New
3011
KMWM
Keudell/Morrison Wealth Management
Oregon
$220K +$229K 1 0.05% New
3012
OHWA
Oak Hill Wealth Advisors
Virginia
$220K $0 1 0.05% Maintained
3013
PPW
PACK Private Wealth
Minnesota
$220K $0 1 0.13% Maintained
3014
LC
LCNB Corp
Ohio
$219K $0 1 0.08% Maintained
3015
FFA
Fortune Financial Advisors
Kansas
$219K +$196K 1 0.19% New
3016
CAM
Centre Asset Management
New York
$219K +$195K 1 0.06% New
3017
HHRDM
H&H Retirement Design & Management
Nevada
$219K +$2.02K 1 0.15% Increased
3018
CF
Claris Financial
Virginia
$219K $0 1 0.14% Maintained
3019
OCM
Orion Capital Management
California
$219K -$114K 6 0.09% Reduced
3020
BIA
Bell Investment Advisors
California
$219K -$2.12K 22 0.04% Reduced
3021
SFA
Seneca Financial Advisors
New York
$218K $0 1 0.11% Maintained
3022
SWM
Stockman Wealth Management
Montana
$218K +$195K 1 0.03% New
3023
MF
Montis Financial
Massachusetts
$218K -$17.3K 1 0.06% Reduced
3024
BWM
Birchcreek Wealth Management
Ohio
$218K +$195K 1 0.14% New
3025
ACC
Acorn Creek Capital
Colorado
$218K +$223K 1 0.11% New