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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
3076
FDW
Fourth Dimension Wealth
Ohio
$194K $0 6 0.09% Maintained
3077
AWM
Abound Wealth Management
Tennessee
$194K -$2.29K 19 0.06% Reduced
3078
RFG
REAP Financial Group
Texas
$191K +$10.2K 5 0.05% Increased
3079
PWMG
Private Wealth Management Group
New Jersey
$191K -$2.59K 18 0.07% Reduced
3080
WA
WPG Advisers
Maryland
$188K +$3.59K 14 0.18% Increased
3081
SC
Skylands Capital
Wisconsin
$186K -$7.95K 1 0.03% Reduced
3082
MFG
Mendota Financial Group
Wisconsin
$185K -$20.1K 3 0.2% Reduced
3083
PWA
Provenance Wealth Advisors
Florida
$183K -$203K 4 0.03% Reduced
3084
OAJ
Ogorek Anthony Joseph
New York
$183K +$94.5K 10 0.06% Increased
3085
CWM
Centricity Wealth Management
Ohio
$179K $0 5 0.16% Maintained
3086
JWS
Juncture Wealth Strategies
Arizona
$178K +$171K 1 0.07% New
3087
GG
Gleason Group
Kentucky
$177K +$922 1 0.03% Increased
3088
GWS
Glassman Wealth Services
Virginia
$176K +$13.1K 2 0.03% Increased
3089
CFS
Compass Financial Services
Iowa
$175K $0 1 0.09% Maintained
3090
PAM
Paradigm Asset Management
New York
$175K $0 2 0.05% Maintained
3091
NC
NewSquare Capital
Pennsylvania
$171K +$134K 14 0.01% Increased
3092
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$171K +$78.2K 1 0.01% Increased
3093
EPIMS
Evelyn Partners Investment Management Services
$171K +$71.3K 2 0.03% Increased
3094
WA
Whipplewood Advisors
Colorado
$169K +$163K 10 0.1% Increased
3095
GCM
Gables Capital Management
Florida
$168K $0 4 0.08% Maintained
3096
FFA
Frazier Financial Advisors
Ohio
$165K -$654 9 0.13% Reduced
3097
CFFP
Center for Financial Planning
Michigan
$165K +$1.24K 9 0.02% Increased
3098
LWA
Lowe Wealth Advisors
Maryland
$164K -$2.8K 4 0.07% Reduced
3099
CFS
CGC Financial Services
Oregon
$162K $0 4 0.06% Maintained
3100
HWA
HHM Wealth Advisors
Tennessee
$162K -$1.36K 7 0.02% Reduced