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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
Zacks Investment Management
Zacks Investment Management
Illinois
$480K +$9.02K 1 0.01% Increased
977
Level Four Advisory Services
Level Four Advisory Services
Texas
$476K +$506K 1 0.06% New
978
ECM
Engine Capital Management
New York
$471K +$439K 1 0.32% New
979
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$466K +$473K 1 0.05% New
980
MWAC
Mariner Wealth Advisors (Cincinnati)
Ohio
$465K +$3.04K 1 0.04% Increased
981
ARMT
Amica Retiree Medical Trust
Rhode Island
$458K +$59.6K 5 0.36% Increased
982
LFM
Lumina Fund Management
New York
$452K +$508K 1 0.05% New
983
KJHP
K.J. Harrison & Partners
Ontario, Canada
$449K +$457K 1 0.18% New
984
GVT
Genesee Valley Trust
New York
$444K +$502K 1 0.31% New
985
WB
Webster Bank
Connecticut
$444K +$13K 2 0.06% Increased
986
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$440K $0 1 0.32% Maintained
987
SBL
Sargent Bickham Lagudis
Colorado
$435K $0 4 0.07% Maintained
988
ICOA
Investment Centers of America
North Dakota
$434K +$462K 1 0.04% New
989
GCA
Gideon Capital Advisors
New York
$431K +$404K 1 0.28% New
990
TA
Teton Advisors
New York
$431K $0 1 0.04% Maintained
991
Horizon Investments
Horizon Investments
North Carolina
$428K +$435K 1 0.03% New
992
TCM
Teza Capital Management
Illinois
$428K +$455K 1 0.6% New
993
Pathstone Family Office
Pathstone Family Office
New Jersey
$427K $0 1 0.27% Maintained
994
FTI
Fiduciary Trust International
Massachusetts
$426K +$397K 1 0.15% New
995
BOH
Bank of Hawaii
Hawaii
$424K +$468K 1 0.04% New
996
KPCM
Kings Point Capital Management
New York
$423K +$94.9K 2 0.1% Increased
997
IAA
Ironsides Asset Advisors
North Carolina
$421K -$64.4K 1 0.12% Reduced
998
NFG
Next Financial Group
Texas
$418K -$47.9K 7 0.07% Reduced
999
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$401K +$373K 1 0.01% New
1000
LRPA
L. Roy Papp & Associates
Arizona
$401K -$21.9K 1 0.09% Reduced