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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
PFBT
Parkside Financial Bank & Trust
Missouri
$46K -$84.5K 7 0.02% Reduced
1202
FPB
First PREMIER Bank
South Dakota
$44K +$30.7K 2 0.03% Increased
1203
WA
WFG Advisors
Texas
$44K -$163K 2 0.01% Reduced
1204
AIM
Advantage Investment Management
Iowa
$43K +$23.1K 5 0.02% Increased
1205
DPA
Delphi Private Advisors
California
$42K -$1K 1 0.08% Reduced
1206
CHP
Cable Hill Partners
Oregon
$41K +$5.11K 4 0.02% Increased
1207
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$41K -$1K 1 0% Reduced
1208
CBT
Central Bank & Trust
Kentucky
$40K +$36.7K 2 0.01% Increased
1209
Global Retirement Partners
Global Retirement Partners
California
$40K -$36.4K 4 0.02% Reduced
1210
MDCM
Morgan Dempsey Capital Management
Wisconsin
$40K -$1.82K 1 0.02% Reduced
1211
SKK
Shepherd Kaplan Krochuk
Massachusetts
$40K +$42.8K 1 0.02% New
1212
AA
Apriem Advisors
California
$39K +$2.92K 3 0.01% Increased
1213
CCM
Cribstone Capital Management
Maine
$37K +$22K 2 0.02% Increased
1214
RFA
Reilly Financial Advisors
California
$37K +$17.6K 3 0.01% Increased
1215
CFD
Creative Financial Designs
Indiana
$35K -$9.49K 3 0.03% Reduced
1216
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$34.6K $0 1 0.01% Maintained
1217
CPA
Clear Perspective Advisors
Illinois
$34K $0 2 0.02% Maintained
1218
NC
NewSquare Capital
Pennsylvania
$34K $0 1 0.01% Maintained
1219
BIG
Bellwether Investment Group
Tennessee
$33K -$18.5K 2 0.09% Reduced
1220
CFG
CKW Financial Group
Hawaii
$33K $0 1 0.01% Maintained
1221
GWS
Glassman Wealth Services
Virginia
$32K -$6.71K 6 0.02% Reduced
1222
WPA
West Paces Advisors
Georgia
$31.5K -$50.7K 4 0.03% Reduced
1223
PB
Pinnacle Bancorp
Nebraska
$28K +$25.9K 2 0.02% New
1224
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$27K -$760K 1 0% Reduced
1225
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$26.2K +$1.57K 5 0% Increased