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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
1151
Shelton Capital Management
Shelton Capital Management
Colorado
$202K +$190K 1 0.02% New
1152
WesBanco Bank
WesBanco Bank
West Virginia
$202K +$191K 1 0.01% New
1153
ARMT
Amica Retiree Medical Trust
Rhode Island
$200K $0 3 0.17% Maintained
1154
Advisory Services Network
Advisory Services Network
Georgia
$196K +$9.1K 7 0.05% Increased
1155
PAM
PT Asset Management
Illinois
$193K +$196K 1 0.05% New
1156
DAM
Delta Asset Management
Tennessee
$191K $0 3 0.03% Maintained
1157
NYLT
New York Life Trust
New York
$172K +$44.9K 4 0.74% Increased
1158
TF
Tompkins Financial
New York
$159K -$59.5K 2 0.05% Reduced
1159
IIC
Integrated Investment Consultants
Michigan
$157K +$148K 2 0.09% New
1160
Smithfield Trust
Smithfield Trust
Pennsylvania
$154K -$177K 2 0.03% Reduced
1161
OAM
Orinda Asset Management
California
$150K +$34.5K 1 0.26% Increased
1162
TCOV
Trust Company of Vermont
Vermont
$147K +$507 2 0.02% Increased
1163
Quadrant Capital Group
Quadrant Capital Group
Ohio
$143K -$130K 9 0.09% Reduced
1164
CFA
Camarda Financial Advisors
Florida
$140K +$121K 1 0.09% New
1165
PC
Permit Capital
Pennsylvania
$136K $0 1 0.1% Maintained
1166
ZB
Zions Bancorporation
Utah
$120K +$4.64K 6 0.02% Increased
1167
Klingman & Associates
Klingman & Associates
New York
$119K $0 1 0.04% Maintained
1168
VIA
Vantage Investment Advisors
Pennsylvania
$118K +$4.04K 2 0.05% Increased
1169
ARMC
American Research & Management Company
Massachusetts
$117K -$18.1K 1 0.05% Reduced
1170
WEC
Winslow Evans & Crocker
Massachusetts
$116K -$8.44K 4 0.04% Reduced
1171
MWP
MYCIO Wealth Partners
Pennsylvania
$116K +$78K 4 0.02% Increased
1172
NC
Northpointe Capital
Michigan
$113K +$102K 1 0.01% New
1173
GBT
Grove Bank & Trust
Florida
$112K $0 2 0.1% Maintained
1174
Geneos Wealth Management
Geneos Wealth Management
Colorado
$111K +$108K 6 0.02% New
1175
KAM
Kazazian Asset Management
Florida
$111K +$113K 1 0.21% New