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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
FMP
Financial Management Professionals
Texas
$15K $0 1 0.01% Maintained
1177
HF
Hoxton Financial
West Virginia
$15K $0 1 0.01% Maintained
1178
TFO
Tarbox Family Office
California
$14K $0 4 0.01% Maintained
1179
BRWM
B. Riley Wealth Management
Tennessee
$13K -$14.8K 1 0.01% Reduced
1180
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$12K -$3.48K 2 0% Reduced
1181
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$11K $0 1 0% Maintained
1182
OC
Oakworth Capital
Alabama
$11K $0 2 0.01% Maintained
1183
HI
Hudock Inc
Pennsylvania
$10K $0 1 0.01% Maintained
1184
IC
IKOS CIF
Cyprus
$10K -$358K 2 0.03% Reduced
1185
WOC
West Oak Capital
California
$9.8K $0 1 0.01% Maintained
1186
NC
NewSquare Capital
Pennsylvania
$9K $0 1 0% Maintained
1187
QI
Qualcomm Inc
California
$9K -$1.39M 1 0% Reduced
1188
TWI
Thomas White International
Illinois
$9K +$8.88K 1 0% New
1189
CFSG
Community Financial Services Group
Vermont
$6K $0 1 0% Maintained
1190
CI Global Investments
CI Global Investments
California
$5K $0 1 0% Maintained
1191
DA
Dunvegan Associates
California
$5K $0 1 0% Maintained
1192
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$4.55K +$702 1 0.57% Increased
1193
HCM
Highlander Capital Management
New Jersey
$4.43K $0 1 0% Maintained
1194
AssetMark Inc
AssetMark Inc
California
$3K -$4.37M 1 0% Reduced
1195
CMBA
C.M. Bidwell & Associates
Hawaii
$3K -$192K 1 0% Reduced
1196
HCM
Horrell Capital Management
Arkansas
$3K $0 1 0% Maintained
1197
NCM
Nelson Capital Management
California
$3K $0 1 0% Maintained
1198
WC
Whitnell & Co
Illinois
$3K +$4.29K 1 0% New
1199
AW
Alpha Windward
Massachusetts
$2K -$514K 1 0% Reduced
1200
AF
Arrow Financial
New York
$2K $0 1 0% Maintained