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Luxury & Affluent Consumer

Luxury sells scarcity and heritage rather than utility, which lets prices rise faster than costs. Demand concentrates in a narrow band of very wealthy customers and in a few travelling nationalities.

40 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
901
Canada Post Corporation Pension Plan
Canada Post Corporation Pension Plan
Canada
$2.27M $0 4 0.08% Maintained
902
CWA
Carolina Wealth Advisors
South Carolina
$2.27M -$847K 2 0.89% Reduced
903
SWM
Salvus Wealth Management
New Jersey
$2.26M -$163K 1 1.27% Reduced
904
SAA
Southeast Asset Advisors
Georgia
$2.24M -$158K 1 0.23% Reduced
905
Avior Wealth Management
Avior Wealth Management
Nebraska
$2.24M -$57.4K 2 0.06% Reduced
906
CWMP
Clarion Wealth Managment Partners
Virginia
$2.22M +$287 1 1.8% Increased
907
QIM
Quantitative Investment Management
Virginia
$2.22M -$1.01M 2 0.24% Reduced
908
AWA
Acumen Wealth Advisors
Tennessee
$2.22M +$1.32M 3 0.47% Increased
909
QI
Qtron Investments
Massachusetts
$2.22M +$267K 3 0.3% Increased
910
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$2.22M -$18.9K 4 0.03% Reduced
911
PFM
Patton Fund Management
Texas
$2.2M -$4.4M 1 0.48% Reduced
912
RHDIC
R.H. Dinel Investment Counsel
California
$2.2M +$2.05M 1 1.69% New
913
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$2.18M -$190K 5 0.02% Reduced
914
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$2.17M +$2.02M 1 0.02% New
915
AWM
Atticus Wealth Management
Florida
$2.15M -$22.2K 1 0.51% Reduced
916
Kestra Investment Management
Kestra Investment Management
Texas
$2.15M -$218K 1 0.04% Reduced
917
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$2.15M +$610K 4 0.03% Increased
918
DO
denkapparat Operations
Germany
$2.14M +$872K 3 0.7% Increased
919
LAM
LECAP Asset Management
United Kingdom
$2.14M -$3.65M 1 0.92% Reduced
920
CPBTD
Central Pacific Bank - Trust Division
Hawaii
$2.11M +$258K 6 0.21% Increased
921
MSA
MUFG Securities Americas
New York
$2.08M +$163K 4 0.11% Increased
922
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$2.08M -$60.4K 3 0.02% Reduced
923
Mather Group
Mather Group
Illinois
$2.07M -$380K 6 0.02% Reduced
924
TA
Teton Advisors
New York
$2.06M -$141K 1 1.19% Reduced
925
Larson Financial Group
Larson Financial Group
Missouri
$2.06M -$227K 11 0.05% Reduced