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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
1101
Smithfield Trust
Smithfield Trust
Pennsylvania
$221K +$228K 2 0.05% New
1102
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$218K +$215K 1 0.1% New
1103
MIS
Morningstar Investment Services
Illinois
$216K +$213K 1 0.02% New
1104
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$215K +$223K 3 0.06% New
1105
AR
Advisory Research
Illinois
$213K +$222K 1 0% New
1106
ACP
Aviance Capital Partners
Florida
$212K +$208K 1 0.11% New
1107
TSBJ
Trevor, Stewart, Burton & Jacobsen
New York
$210K +$207K 1 0.11% New
1108
WCBA
Weaver C. Barksdale & Associates
Tennessee
$210K +$219K 1 0.21% New
1109
WIC
Wood Investment Counsel
Colorado
$209K +$221K 1 0.04% New
1110
SM
Stratton Management
Pennsylvania
$208K +$205K 1 0.01% New
1111
1GA
1st Global Advisors
Texas
$207K +$204K 1 0.05% New
1112
IIM
Ipswich Investment Management
Massachusetts
$206K +$203K 1 0.09% New
1113
TF
Trutina Financial
Washington
$206K +$195K 1 0.17% New
1114
SouthState Corp
SouthState Corp
Florida
$205K +$202K 1 0.04% New
1115
SFSG
Stearns Financial Services Group
North Carolina
$203K +$211K 1 0.09% New
1116
Sterling Capital Management
Sterling Capital Management
North Carolina
$200K +$197K 1 0% New
1117
RA
Rational Advisors
New York
$199K +$202K 4 0.02% New
1118
CMBA
C.M. Bidwell & Associates
Hawaii
$197K +$201K 1 0.06% New
1119
SignatureFD
SignatureFD
Georgia
$179K +$179K 2 0.09% New
1120
HSA
Hussman Strategic Advisors
Maryland
$171K +$169K 1 0.01% New
1121
FNYS
First New York Securities
New York
$155K +$146K 1 0.06% New
1122
SFSIG
San Francisco Sentry Investment Group
California
$144K +$143K 3 0.05% New
1123
FBT
Founders Bank & Trust
Michigan
$128K +$130K 1 0.07% New
1124
CL
CFS LLC
Oklahoma
$122K +$120K 1 0.11% New
1125
HRIA
Haberer Registered Investment Advisor
Ohio
$116K +$114K 1 0.03% New