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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
1226
NC
NewSquare Capital
Pennsylvania
$8K $0 1 0% Maintained
1227
QI
Qualcomm Inc
California
$8K $0 1 0% Maintained
1228
TCM
Tradewinds Capital Management
Washington
$8K $0 2 0.01% Maintained
1229
M
MOTCO
Texas
$7K +$4.65K 1 0% Increased
1230
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$6.5K +$6.1K 1 0% New
1231
AIM
Advantage Investment Management
Iowa
$6K +$5.34K 3 0% New
1232
CFSG
Community Financial Services Group
Vermont
$6K $0 1 0% Maintained
1233
DA
Dunvegan Associates
California
$6K $0 1 0.01% Maintained
1234
TWI
Thomas White International
Illinois
$6K $0 1 0% Maintained
1235
LWA
Lowe Wealth Advisors
Maryland
$5K +$4.84K 1 0% New
1236
MCM
MV Capital Management
Maryland
$5K +$4.51K 1 0% New
1237
ANBT
American National Bank & Trust
Texas
$4K $0 1 0% Maintained
1238
HRIA
Haberer Registered Investment Advisor
Ohio
$4K -$26.4K 1 0% Reduced
1239
HCM
Highlander Capital Management
New Jersey
$4K $0 1 0% Maintained
1240
HCM
Horrell Capital Management
Arkansas
$4K $0 1 0% Maintained
1241
JFA
JNBA Financial Advisors
Minnesota
$4K $0 1 0% Maintained
1242
NCM
Nelson Capital Management
California
$4K $0 1 0% Maintained
1243
ECM
Exchange Capital Management
Michigan
$3K +$3.19K 2 0% New
1244
SA
SRH Advisors
Kansas
$3K $0 2 0.02% Maintained
1245
RWM
Raffa Wealth Management
District of Columbia
$2.67K +$635 5 0% Increased
1246
AW
Alpha Windward
Massachusetts
$2K $0 1 0% Maintained
1247
AF
Arrow Financial
New York
$2K -$5K 1 0% Reduced
1248
FAM
Fortaleza Asset Management
Illinois
$2K $0 1 0% Maintained
1249
JWA
JFS Wealth Advisors
Pennsylvania
$2K $0 1 0% Maintained
1250
Winslow Capital Management
Winslow Capital Management
Minnesota
$2K -$296M 1 0% Reduced