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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
AMG National Trust Bank
AMG National Trust Bank
Colorado
$14K $0 1 0% Maintained
1227
CCM
Cribstone Capital Management
Maine
$14K +$13.6K 2 0.01% New
1228
WAS
Winch Advisory Services
Wisconsin
$14K $0 1 0.02% Maintained
1229
TJHA
Thomas J. Herzfeld Advisors
Florida
$13K -$1.87K 1 0.01% Reduced
1230
ACS
Archford Capital Strategies
Illinois
$12K +$11.8K 3 0.01% New
1231
TCM
Tradewinds Capital Management
Washington
$11K $0 2 0.01% Maintained
1232
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$10K $0 3 0% Maintained
1233
MWM
MinichMacGregor Wealth Management
New York
$10K -$560 2 0.01% Reduced
1234
FFC
First Financial Corp
Indiana
$9K $0 1 0.01% Maintained
1235
M
MOTCO
Texas
$9K $0 1 0% Maintained
1236
WA
WealthTrust-Arizona
Arizona
$8K -$8.35K 2 0% Reduced
1237
Balentine LLC
Balentine LLC
Georgia
$7K $0 1 0% Maintained
1238
LWM
Lenox Wealth Management
Ohio
$7K $0 1 0.01% Maintained
1239
LWA
Lowe Wealth Advisors
Maryland
$7K +$2.36K 3 0% Increased
1240
ATC
Adirondack Trust Company
New York
$6K -$3.97K 1 0% Reduced
1241
AIM
Advantage Investment Management
Iowa
$6K $0 4 0% Maintained
1242
BIG
Bellwether Investment Group
Tennessee
$6K +$6.5K 1 0.01% New
1243
MFBTD
MB Financial Bank - Trust Department
Illinois
$6K -$10.4K 2 0% Reduced
1244
CBT
Central Bank & Trust
Kentucky
$5K -$21K 1 0% Reduced
1245
KKAMG
Kernodle & Katon Asset Management Group
Arkansas
$5K -$50.9K 1 0% Reduced
1246
BKA
Brick & Kyle Associates
Pennsylvania
$4K $0 1 0% Maintained
1247
Gradient Investments
Gradient Investments
Minnesota
$4K -$1.93K 1 0% Reduced
1248
RWM
Raffa Wealth Management
District of Columbia
$3.17K $0 5 0% Maintained
1249
BWA
Burt Wealth Advisors
Maryland
$3K -$2K 1 0% Reduced
1250
SA
SRH Advisors
Kansas
$3K $0 2 0.02% Maintained