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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
SFSG
Stearns Financial Services Group
North Carolina
$238K $0 1 0.07% Maintained
1102
SAM
SignalPoint Asset Management
Missouri
$237K +$93 1 0.1% Increased
1103
BWM
Braver Wealth Management
Massachusetts
$236K $0 1 0.04% Maintained
1104
Bridges Investment Management
Bridges Investment Management
Nebraska
$236K $0 1 0.04% Maintained
1105
WA
WFG Advisors
Texas
$236K +$1.64K 6 0.06% Increased
1106
GD
Grandfield & Dodd
New York
$233K -$54K 1 0.03% Reduced
1107
GLI
Guardian Life Insurance
New York
$232K -$37 6 0.02% Reduced
1108
Advisory Services Network
Advisory Services Network
Georgia
$231K +$48.3K 8 0.05% Increased
1109
MSFP
Mark Sheptoff Financial Planning
Connecticut
$230K $0 1 0.17% Maintained
1110
Wedbush Securities
Wedbush Securities
California
$229K +$221K 1 0.04% New
1111
AP
Advisor Partners
California
$228K -$188K 1 0.08% Reduced
1112
IHL
Investment House LLC
California
$228K -$46.4K 1 0.04% Reduced
1113
IB
Intrust Bank
Kansas
$225K +$231K 1 0.09% New
1114
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$225K -$2.71K 1 0.01% Reduced
1115
RBF Capital
RBF Capital
California
$217K $0 1 0.04% Maintained
1116
FNYS
First New York Securities
New York
$216K -$527K 2 0.13% Reduced
1117
ANRIA
American National Registered Investment Advisor
Texas
$216K -$46.7K 1 0.1% Reduced
1118
MNBTD
Moody National Bank Trust Division
Texas
$215K -$31.9K 1 0.01% Reduced
1119
HM
Harvest Management
New York
$214K +$45.7K 1 0.16% Increased
1120
BRWA
B. Riley Wealth Advisors
Florida
$212K -$21.1K 1 0.04% Reduced
1121
SWA
Sutton Wealth Advisors
Florida
$211K -$22.6K 5 0.2% Reduced
1122
AssetMark Inc
AssetMark Inc
California
$210K +$2.79K 4 0% Increased
1123
QC
QCM Cayman
Texas
$209K +$217K 1 0.09% New
1124
Boston Financial Management
Boston Financial Management
Massachusetts
$206K $0 1 0.02% Maintained
1125
FFBTD
First Financial Bank - Trust Division
Ohio
$205K $0 1 0.04% Maintained