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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
1026
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$1.45M -$141K 1 0.02% Reduced
1027
Martingale Asset Management
Martingale Asset Management
Massachusetts
$1.44M -$67.5K 2 0.03% Reduced
1028
ATC
Argent Trust Co
Tennessee
$1.42M +$714K 3 0.04% Increased
1029
HC
Hendley & Co
Ohio
$1.42M +$576K 1 0.5% Increased
1030
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$1.41M +$104K 2 0.01% Increased
1031
OF
Optimize Financial
California
$1.41M -$4.38K 2 0.51% Reduced
1032
SCS
Sound Capital Solutions
Florida
$1.41M +$1.34M 2 0.33% New
1033
Huntington National Bank
Huntington National Bank
Ohio
$1.4M -$101K 14 0.01% Reduced
1034
Ancora Advisors
Ancora Advisors
Ohio
$1.4M -$262K 5 0.03% Reduced
1035
First Manhattan
First Manhattan
New York
$1.39M -$148K 1 0% Reduced
1036
UA
Unison Advisors
District of Columbia
$1.39M +$14.5K 2 0.1% Increased
1037
EAM
Everstar Asset Management
North Carolina
$1.38M +$158K 1 0.66% Increased
1038
OpenArc Corporate Advisory
OpenArc Corporate Advisory
Georgia
$1.38M +$102K 2 0.02% Increased
1039
M1FG
Mach-1 Financial Group
Arkansas
$1.37M -$205K 3 0.53% Reduced
1040
Belpointe Asset Management
Belpointe Asset Management
Nevada
$1.36M -$6.22K 2 0.04% Reduced
1041
SCM
Sandler Capital Management
New York
$1.36M -$1.78M 1 0.68% Reduced
1042
EA
Ellsworth Advisors
Ohio
$1.35M -$11.5K 1 0.22% Reduced
1043
FNT
First Nebraska Trust
Nebraska
$1.34M $0 1 0.11% Maintained
1044
HT
Headlands Technologies
Illinois
$1.34M -$154K 4 0.14% Reduced
1045
ECM
Everence Capital Management
Indiana
$1.33M -$779K 2 0.07% Reduced
1046
JWCA
J.W. Cole Advisors
Florida
$1.33M +$1.05M 3 0.02% Increased
1047
RCM
Radnor Capital Management
Pennsylvania
$1.33M -$7.16K 2 0.19% Reduced
1048
PWS
Precision Wealth Strategies
Missouri
$1.33M +$140K 1 0.4% Increased
1049
AB
Atlas Brown
Kentucky
$1.32M +$13.1K 2 0.35% Increased
1050
FA
Faithward Advisors
Pennsylvania
$1.32M +$1.29M 1 0.16% New