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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
1176
FBT
First Bankers Trust
Kentucky
$839K -$326K 2 0.26% Reduced
1177
IHT Wealth Management
IHT Wealth Management
Illinois
$837K +$210K 3 0.02% Increased
1178
CFM
Compass Financial Management
Florida
$835K +$821K 4 0.1% New
1179
LWA
Lineweaver Wealth Advisors
Ohio
$834K +$779K 1 0.1% New
1180
GPFA
Game Plan Financial Advisors
Ohio
$832K +$12.3K 3 0.31% Increased
1181
DEA
DoubleLine ETF Adviser
Florida
$830K +$153K 1 0.34% Increased
1182
JCM
Jacobi Capital Management
Pennsylvania
$829K +$1.29K 1 0.04% Increased
1183
UFF
USA Financial Formulas
Michigan
$829K -$258K 4 0.15% Reduced
1184
AHL
Abel Hall LLC
Louisiana
$827K +$312K 4 0.14% Increased
1185
PPWP
Premier Path Wealth Partners
New Jersey
$825K -$445K 2 0.09% Reduced
1186
PWPS
Pinnacle Wealth Planning Services
Ohio
$822K -$30.4K 11 0.08% Reduced
1187
DMBA
Deseret Mutual Benefit Administrators
Utah
$818K -$110K 3 0.27% Reduced
1188
PFT
Providence First Trust
Arizona
$816K -$40.2K 2 0.23% Reduced
1189
IIA
ICW Investment Advisors
Arizona
$815K -$13.2K 1 0.29% Reduced
1190
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management
Virginia
$814K -$2.49K 4 0.02% Reduced
1191
World Investment Advisors
World Investment Advisors
California
$809K +$3.92K 2 0.01% Increased
1192
EP
Essential Partners
California
$808K -$3.31M 14 0.37% Reduced
1193
Harvest Fund Management
Harvest Fund Management
China
$804K -$372 2 0.03% Reduced
1194
SWM
Sendero Wealth Management
Texas
$803K +$110K 1 0.08% Increased
1195
DWT
Dorsey & Whitney Trust
South Dakota
$803K -$231K 2 0.04% Reduced
1196
Edgewood Management
Edgewood Management
Connecticut
$801K $0 2 0.01% Maintained
1197
DTL
Dynamic Technology Lab
Singapore
$797K -$3.4M 2 0.18% Reduced
1198
Davenport & Co
Davenport & Co
Virginia
$795K +$551K 2 0% Increased
1199
TBT
Texas Bank & Trust
Texas
$792K $0 1 0.26% Maintained
1200
Blackstone Inc
Blackstone Inc
New York
$792K -$456K 2 0% Reduced