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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
1076
CTA
Chesley Taft & Associates
Illinois
$276K $0 1 0.03% Maintained
1077
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$276K -$2.04K 1 0.01% Reduced
1078
WTB
Washington Trust Bank
Washington
$276K -$5.96K 2 0.07% Reduced
1079
Beck Mack & Oliver
Beck Mack & Oliver
New York
$274K $0 1 0.01% Maintained
1080
WCM
Wisconsin Capital Management
Wisconsin
$274K $0 1 0.1% Maintained
1081
TNBTD
Trustmark National Bank Trust Department
Mississippi
$273K $0 1 0.04% Maintained
1082
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$270K +$254K 1 0.25% New
1083
SFSG
Stearns Financial Services Group
North Carolina
$264K $0 1 0.09% Maintained
1084
Hancock Whitney
Hancock Whitney
Mississippi
$261K -$2.88M 1 0.01% Reduced
1085
KTC
Kistler-Tiffany Companies
Pennsylvania
$259K -$12.2K 3 0.17% Reduced
1086
AMI
Amica Mutual Insurance
Rhode Island
$258K $0 1 0.02% Maintained
1087
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$258K $0 1 0.01% Maintained
1088
LWM
Lenox Wealth Management
Ohio
$258K -$2.43K 1 0.17% Reduced
1089
HI
Hendershot Investments
Virginia
$257K $0 1 0.13% Maintained
1090
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$256K $0 1 0.12% Maintained
1091
CBB
Citizens Business Bank
California
$255K $0 1 0.05% Maintained
1092
RT
Reliance Trust
Georgia
$255K -$4.43K 1 0.3% Reduced
1093
LW
Linscomb Wealth
Texas
$253K $0 1 0.03% Maintained
1094
NIC
Northwest Investment Counselors
Oregon
$252K -$27.3K 1 0.16% Reduced
1095
Ancora Advisors
Ancora Advisors
Ohio
$251K $0 1 0.03% Maintained
1096
FBT
Founders Bank & Trust
Michigan
$250K $0 1 0.13% Maintained
1097
Squarepoint
Squarepoint
New York
$246K +$253K 1 0.24% New
1098
PHS
Pekin Hardy Strauss
Illinois
$245K -$7.58K 1 0.04% Reduced
1099
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$244K +$229K 1 0.04% New
1100
ST
Somerset Trust
Pennsylvania
$241K -$65.3K 1 0.16% Reduced