← All themes

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
1126	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$238K	$0	1	0.19%	Maintained
1127	Wilmington Savings Fund Society Wilmington, Delaware	$237K	-$535	1	0.02%	Reduced
1128	MBT Monroe Bank & Trust Monroe, Michigan	$236K	$0	1	0.08%	Maintained
1129	SFSG Stearns Financial Services Group Greensboro, North Carolina	$235K	-$59.3K	1	0.07%	Reduced
1130	SWA Sutton Wealth Advisors Tampa, Florida	$235K	+$227K	7	0.22%	New
1131	WA WFG Advisors Dallas, Texas	$234K	-$8.45K	6	0.07%	Reduced
1132	Bridges Investment Management Omaha, Nebraska	$233K	+$210K	1	0.04%	New
1133	EMG ETF Managers Group Summit, New Jersey	$233K	+$418K	5	0.17%	New
1134	BTNA Bremer Trust National Association St. Cloud, Minnesota	$231K	-$163K	1	0.07%	Reduced
1135	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$230K	+$207K	1	0.05%	New
1136	HC Henshaw Capital Woburn, Massachusetts	$227K	+$209K	1	0.03%	New
1137	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$221K	-$328K	1	0.17%	Reduced
1138	AssetMark Inc Concord, California	$220K	-$53.5K	3	0%	Reduced
1139	TI Telemetry Investments New York	$216K	+$188K	1	0.06%	New
1140	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$215K	+$14.4K	5	0.11%	Increased
1141	Boston Financial Management Boston, Massachusetts	$213K	+$202K	1	0.03%	New
1142	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$212K	+$201K	1	0.04%	New
1143	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$212K	-$1.33M	1	0.01%	Reduced
1144	FTI Fiduciary Trust International Lincoln, Massachusetts	$211K	$0	1	0.07%	Maintained
1145	FWM Frontier Wealth Management Kansas City, Missouri	$207K	+$180K	1	0.02%	New
1146	LBG Lloyds Banking Group London, United Kingdom	$206K	+$185K	1	1.68%	Increased
1147	CCM Compton Capital Management Providence, Rhode Island	$205K	+$193K	1	0.12%	New
1148	KA Kovack Advisors Ft. Lauderdale, Florida	$205K	+$198K	1	0.13%	New
1149	ACM Argent Capital Management St Louis, Missouri	$204K	+$193K	1	0.01%	New
1150	Savant Capital Rockford, Illinois	$202K	-$71K	1	0.06%	Reduced