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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
OIM
Orca Investment Management
Oregon
$116K -$1K 1 0.1% Reduced
1152
SFPIA
Stevens First Principles Investment Advisors
California
$113K +$5.07K 1 0.06% Increased
1153
FIB
First Interstate Bank
Montana
$110K -$66.7K 2 0.02% Reduced
1154
FMLI
Fukoku Mutual Life Insurance
Japan
$109K -$4.41K 1 0.02% Reduced
1155
CHP
Cable Hill Partners
Oregon
$107K +$67.8K 4 0.05% Increased
1156
SIM
Sonora Investment Management
Arizona
$106K $0 5 0.02% Maintained
1157
FMA
FNY Managed Accounts
New York
$105K +$74.9K 3 0.14% Increased
1158
PCMK
Paragon Capital Management (Kansas)
Kansas
$105K $0 1 0.04% Maintained
1159
HCA
Horan Capital Advisors
Ohio
$102K +$95.1K 1 0.06% New
1160
AJ
Ashburton (Jersey)
Jersey
$99K +$95.9K 1 0.04% New
1161
GBT
Grove Bank & Trust
Florida
$99K +$66.9K 2 0.05% Increased
1162
WEC
Winslow Evans & Crocker
Massachusetts
$98K -$60K 3 0.03% Reduced
1163
MMG
Monetary Management Group
Missouri
$98K $0 1 0.04% Maintained
1164
BWP
Baldwin Wealth Partners
Massachusetts
$97K $0 2 0.02% Maintained
1165
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$95K +$88.7K 1 0.07% New
1166
PCP
Proficio Capital Partners
Massachusetts
$95K +$9.27K 8 0.04% Increased
1167
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$89K +$24K 8 0.01% Increased
1168
PCTC
Perkins Coie Trust Company
Washington
$86K $0 1 0.04% Maintained
1169
MFW
Mosaic Family Wealth
Missouri
$78K +$4.57K 4 0.03% Increased
1170
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$67K -$2.62K 3 0.01% Reduced
1171
Harding Loevner
Harding Loevner
New Jersey
$66K $0 1 0% Maintained
1172
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$66K +$64.2K 5 0.01% New
1173
BG
Bollard Group
Massachusetts
$65K +$42.6K 2 0% Increased
1174
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$65K -$5.68K 4 0.01% Reduced
1175
BAM
Barrett Asset Management
New York
$62K $0 2 0% Maintained