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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
FMBTD
First Midwest Bank Trust Division
Illinois
$244K -$388K 1 0.03% Reduced
1102
Smithfield Trust
Smithfield Trust
Pennsylvania
$244K +$60.6K 3 0.04% Increased
1103
CT
Coastline Trust
Rhode Island
$241K $0 1 0.04% Maintained
1104
BRWA
B. Riley Wealth Advisors
Florida
$238K +$226K 1 0.04% New
1105
BAS
Brown Advisory Securities
Maryland
$238K +$228K 1 0.05% New
1106
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$238K $0 1 0.01% Maintained
1107
MSFP
Mark Sheptoff Financial Planning
Connecticut
$228K -$92 1 0.16% Reduced
1108
SWM
SVA Wealth Management
Wisconsin
$228K -$93.2K 1 0.03% Reduced
1109
SFG
SevenBridge Financial Group
Pennsylvania
$226K -$3.12K 5 0.14% Reduced
1110
Wedbush Securities
Wedbush Securities
California
$226K -$6.84K 1 0.03% Reduced
1111
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$225K -$7.39K 2 0.04% Reduced
1112
AAM
AR Asset Management
California
$221K $0 1 0.09% Maintained
1113
DAM
Delta Asset Management
Tennessee
$221K +$77.8K 3 0.03% Increased
1114
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$220K +$210K 1 0.02% New
1115
PFS
Physicians Financial Services
North Carolina
$219K $0 1 0.19% Maintained
1116
IH
IFC Holdings
Florida
$217K -$30.8K 1 0.02% Reduced
1117
ACM
AUA Capital Management
Pennsylvania
$214K +$154K 2 0.19% Increased
1118
FFBTD
First Financial Bank - Trust Division
Ohio
$213K +$203K 1 0.04% New
1119
GD
Grandfield & Dodd
New York
$213K $0 1 0.03% Maintained
1120
GIM
Greenwich Investment Management
Connecticut
$213K +$18.1K 1 0.25% Increased
1121
SWA
Sutton Wealth Advisors
Florida
$211K +$12.6K 5 0.17% Increased
1122
IIM
Ironwood Investment Management
Massachusetts
$208K +$193K 1 0.15% New
1123
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$206K +$191K 1 0.02% New
1124
NSB
Norway Savings Bank
Maine
$206K +$7.62K 2 0.2% Increased
1125
LIM
Lagoda Investment Management
New York
$205K $0 1 0.08% Maintained