← All themes

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
1226
BPMC
Buckland Partners Management Co
New York
$707K $0 1 0.35% Maintained
1227
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$706K +$1.83K 2 0.04% Increased
1228
ET
Equitable Trust
Tennessee
$704K -$583K 1 0.03% Reduced
1229
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$703K +$319K 2 0.01% Increased
1230
NWM
Northwest Wealth Management
Iowa
$702K -$26.1K 2 0.09% Reduced
1231
CD
Chapin Davis
Maryland
$702K +$62.2K 1 0.12% Increased
1232
WPC
Waters Parkerson & Co
Louisiana
$694K $0 1 0.03% Maintained
1233
UWS
Unique Wealth Strategies
Illinois
$693K -$1.23M 1 0.25% Reduced
1234
Marex Group
Marex Group
$686K -$1.39M 3 0% Reduced
1235
TTIC
Tower Trust & Investment Company
Iowa
$682K +$22.6K 1 0.41% Increased
1236
EC
Enhancing Capital
Pennsylvania
$681K $0 1 0.47% Maintained
1237
LMR Partners
LMR Partners
United Kingdom
$680K -$876K 2 0% Reduced
1238
CoreCap Advisors
CoreCap Advisors
Michigan
$679K -$22.9K 5 0.02% Reduced
1239
CTA
Clear Trail Advisors
Texas
$676K +$662K 1 0.1% New
1240
GS
GWN Securities
Florida
$675K +$661K 1 0.11% New
1241
KWM
Kiker Wealth Management
Georgia
$672K +$22.4K 1 0.26% Increased
1242
HFBOT
Home Federal Bank of Tennessee
Tennessee
$667K $0 1 0.14% Maintained
1243
FFA
Fi3 Financial Advisors
Indiana
$665K +$441K 2 0.16% Increased
1244
MWAM
Manhattan West Asset Management
California
$663K +$2.34K 1 0.11% Increased
1245
BB
Burford Brothers
Texas
$657K +$1.84K 2 0.24% Increased
1246
IBOK
Independence Bank of Kentucky
Kentucky
$656K -$13.2K 3 0.07% Reduced
1247
UWM
Urban Wealth Management
California
$654K +$640K 1 0.57% New
1248
NG
Northstar Group
New York
$653K -$11.7K 1 0.08% Reduced
1249
BSG
Black Swift Group
Colorado
$651K +$638K 1 0.09% New
1250
Moore Capital Management
Moore Capital Management
New York
$651K -$2.52M 1 0.01% Reduced