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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
951
Optiver Holding
Optiver Holding
Netherlands
$1.81M -$1.4M 10 0% Reduced
952
CFGW
Chancellor Financial Group WB
Pennsylvania
$1.8M +$350 1 1.12% Increased
953
KIM
Kane Investment Management
California
$1.79M +$71.4K 1 0.76% Increased
954
RAM
Reflection Asset Management
South Carolina
$1.79M +$75.8K 2 0.84% Increased
955
Old National Bancorp
Old National Bancorp
Indiana
$1.79M -$964K 2 0.04% Reduced
956
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$1.78M -$516K 16 0.06% Reduced
957
MAS
Meeder Advisory Services
Ohio
$1.77M +$13K 4 0.06% Increased
958
FFP
FourThought Financial Partners
Florida
$1.77M +$558K 3 0.14% Increased
959
CCWM
Correct Capital Wealth Management
Missouri
$1.76M -$50K 1 0.3% Reduced
960
Miracle Mile Advisors
Miracle Mile Advisors
California
$1.75M -$79.7K 1 0.02% Reduced
961
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$1.74M +$88.1K 2 0.03% Increased
962
KTM
Keeler Thomas Management
Utah
$1.74M +$5.94K 2 0.62% Increased
963
LCM
Legato Capital Management
California
$1.74M +$1.48M 2 0.14% New
964
RIL
Rothschild Investment LLC
Illinois
$1.73M +$530K 14 0.06% Increased
965
MFF
Michels Family Financial
Texas
$1.71M +$8.31K 1 1.09% Increased
966
WPW
Warther Private Wealth
Ohio
$1.71M -$11.7M 1 0.37% Reduced
967
Parallel Advisors
Parallel Advisors
California
$1.7M -$16.8K 14 0.03% Reduced
968
CCA
Checchi Capital Advisers
California
$1.7M +$52.4K 3 0.08% Increased
969
VSQM
V-Square Quantitative Management
Illinois
$1.69M -$39.9K 5 0.16% Reduced
970
Global Retirement Partners
Global Retirement Partners
California
$1.68M +$1.61M 13 0.03% New
971
VWM
Venturi Wealth Management
Texas
$1.68M +$371K 3 0.07% Increased
972
SWM
Sculati Wealth Management
Michigan
$1.68M +$13.6K 1 0.56% Increased
973
F1I
Fund 1 Investments
Puerto Rico
$1.68M -$482K 1 0.28% Reduced
974
KCM
Kathmere Capital Management
Pennsylvania
$1.68M -$39.9K 2 0.09% Reduced
975
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Arizona
$1.67M +$1.09M 3 0.03% Increased