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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
976
TIA
Trust Investment Advisors
Indiana
$515K +$635K 1 0.61% New
977
WB
Webster Bank
Connecticut
$515K -$1.4K 1 0.08% Reduced
978
MWAC
Mariner Wealth Advisors (Cincinnati)
Ohio
$513K $0 1 0.05% Maintained
979
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$507K +$97.5K 1 0.4% Increased
980
NFG
Next Financial Group
Texas
$506K +$106K 6 0.16% Increased
981
IAA
Ironsides Asset Advisors
North Carolina
$501K +$513K 1 0.15% New
982
BAM
Burnham Asset Management
New York
$499K -$1.01M 1 0.14% Reduced
983
TC
Toews Corporation
New Jersey
$499K +$483K 1 0.21% New
984
CA
Callahan Advisors
Texas
$493K -$118K 1 0.13% Reduced
985
Zacks Investment Management
Zacks Investment Management
Illinois
$493K +$26K 1 0.02% Increased
986
EC
Eachwin Capital
New York
$492K $0 1 0.47% Maintained
987
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$485K +$53.2K 1 0.04% Increased
988
TC
Telemus Capital
Michigan
$485K -$177K 2 0.06% Reduced
989
FIB
First Interstate Bank
Montana
$479K -$9.33K 4 0.1% Reduced
990
AC
Addison Capital
Pennsylvania
$475K +$585K 1 0.43% New
991
Pathstone Family Office
Pathstone Family Office
New Jersey
$474K $0 1 0.45% Maintained
992
Wolverine Asset Management
Wolverine Asset Management
Illinois
$466K -$145K 2 0.01% Reduced
993
People's United Financial
People's United Financial
Connecticut
$455K -$78.3K 5 0.02% Reduced
994
BHB
Bank Hapoalim BM
Israel
$454K +$466K 1 0.11% New
995
NCA
NCM Capital Advisers
North Carolina
$451K +$82.3K 1 1.29% Increased
996
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$451K +$437K 1 0.13% New
997
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$446K -$62.7K 1 0.03% Reduced
998
Palisade Capital Management
Palisade Capital Management
New Jersey
$445K -$359K 1 0.02% Reduced
999
AWM
Altavista Wealth Management
North Carolina
$440K -$14.3K 1 0.24% Reduced
1000
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$436K $0 2 0.07% Maintained