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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
1201
DBT
Dubuque Bank & Trust
Iowa
$25K +$19.8K 2 0% Increased
1202
PP
Palladium Partners
Virginia
$25K +$13.7K 1 0% Increased
1203
GAM
Gemmer Asset Management
California
$24K -$440 3 0.01% Reduced
1204
PRS
Pinkerton Retirement Specialists
Idaho
$24K +$27.9K 4 0.01% New
1205
SIG
Stanford Investment Group
California
$24K $0 1 0.01% Maintained
1206
GWS
Glassman Wealth Services
Virginia
$23K $0 2 0.02% Maintained
1207
CFN
Cordasco Financial Network
Florida
$20K $0 1 0.02% Maintained
1208
EWM
Edge Wealth Management
New York
$20K $0 1 0.01% Maintained
1209
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$20K $0 3 0.01% Maintained
1210
TIM
Tortoise Investment Management
New York
$20K $0 1 0.01% Maintained
1211
WA
Winfield Associates
Ohio
$20K $0 1 0.01% Maintained
1212
AWM
AllSquare Wealth Management
New York
$18K $0 1 0.02% Maintained
1213
FMP
Financial Management Professionals
Texas
$18K $0 1 0.01% Maintained
1214
IWMPD
Integrated Wealth Management (Palm Desert)
California
$18K $0 4 0.01% Maintained
1215
RFA
Reilly Financial Advisors
California
$18K $0 2 0% Maintained
1216
TFO
Tarbox Family Office
California
$18K -$1K 3 0.01% Reduced
1217
TDC
Thompson Davis & Co
Virginia
$18K -$20.6K 2 0.03% Reduced
1218
Avior Wealth Management
Avior Wealth Management
Nebraska
$17K $0 1 0.01% Maintained
1219
BG
Bollard Group
Massachusetts
$17K +$93 1 0% Increased
1220
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$17K $0 1 0.01% Maintained
1221
ADL
Asset Dedication LLC
California
$16K -$1K 2 0.01% Reduced
1222
SAM
Shamrock Asset Management
Texas
$16K $0 1 0.01% Maintained
1223
DOA
D'Orazio & Associates
Virginia
$15K +$14.7K 1 0.01% New
1224
HMS
Hanseatic Management Services
New Mexico
$15K +$14.9K 1 0.01% New
1225
MUS
Mitsubishi UFJ Securities
Japan
$15K -$80.2K 2 0.03% Reduced