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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
MMG
Monetary Management Group
Missouri
$85K $0 1 0.04% Maintained
1177
RIM
Ranger International Management
Illinois
$81K +$73.1K 1 0.08% New
1178
FANJ
Financial Architects (New Jersey)
New Jersey
$80K +$60.1K 5 0.02% Increased
1179
BWP
Baldwin Wealth Partners
Massachusetts
$79K -$97K 2 0.01% Reduced
1180
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$76K +$7.79K 5 0.01% Increased
1181
IC
IKOS CIF
Cyprus
$74K +$6.75K 1 0.44% Increased
1182
EPM
Equitec Proprietary Markets
Illinois
$70K +$79.2K 1 0% New
1183
Ronald Blue & Co
Ronald Blue & Co
Georgia
$69K $0 1 0% Maintained
1184
Krilogy Financial
Krilogy Financial
Missouri
$66K -$19.9K 4 0.02% Reduced
1185
DAL
David A. Lorber
$64K +$72.7K 1 0.77% New
1186
DSC
Duncker Streett & Co
Missouri
$62K -$3.74K 2 0.02% Reduced
1187
CHP
Cable Hill Partners
Oregon
$60K +$27.4K 4 0.04% Increased
1188
BCM
Blume Capital Management
California
$59K +$20.1K 3 0.04% Increased
1189
JT
Jump Trading
Illinois
$59K -$285K 1 0.01% Reduced
1190
BAM
Barrett Asset Management
New York
$56K $0 2 0% Maintained
1191
WOC
West Oak Capital
California
$52K -$7.92K 2 0.04% Reduced
1192
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$51.7K +$51.3K 2 0.01% New
1193
AWMS
Advocacy Wealth Management Services
Georgia
$51K $0 1 0.02% Maintained
1194
MDCM
Morgan Dempsey Capital Management
Wisconsin
$51K -$3K 1 0.02% Reduced
1195
EDRE
Edmond de Rothschild (Europe)
Luxembourg
$48K -$17.7K 1 0.02% Reduced
1196
DPA
Delphi Private Advisors
California
$46K -$2.77K 5 0.08% Reduced
1197
HR
Howe & Rusling
New York
$44K -$874 4 0.01% Reduced
1198
AA
Apriem Advisors
California
$43K -$2.14K 3 0.01% Reduced
1199
KLWA
Kelly Lawrence W & Associates
California
$40K -$41K 1 0.01% Reduced
1200
NC
NewSquare Capital
Pennsylvania
$40K +$5.53K 2 0.01% Increased