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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
QAM
QCI Asset Management
New York
$26K -$12.4K 2 0% Reduced
1227
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$25.9K -$13K 2 0.03% Reduced
1228
HR
Howe & Rusling
New York
$25K -$21.6K 3 0.01% Reduced
1229
PO
Private Ocean
California
$25K $0 1 0.02% Maintained
1230
PK
Pflug Koory
Nebraska
$23K $0 1 0.02% Maintained
1231
TDC
Thompson Davis & Co
Virginia
$23K -$1.93K 4 0.03% Reduced
1232
GAM
Gemmer Asset Management
California
$22K $0 3 0.01% Maintained
1233
EWM
Edge Wealth Management
New York
$21K $0 1 0.01% Maintained
1234
JWA
JFS Wealth Advisors
Pennsylvania
$20K $0 1 0.01% Maintained
1235
FMP
Financial Management Professionals
Texas
$19K $0 1 0.01% Maintained
1236
HCM
Highlander Capital Management
New Jersey
$18K $0 2 0.01% Maintained
1237
PA
Perennial Advisors
New York
$18K $0 1 0.01% Maintained
1238
TIM
Tortoise Investment Management
New York
$18K $0 1 0.01% Maintained
1239
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$17K +$130 2 0% Increased
1240
PP
Palladium Partners
Virginia
$17K $0 1 0% Maintained
1241
TFO
Tarbox Family Office
California
$17K $0 3 0.01% Maintained
1242
VCM
Vigilant Capital Management
Maine
$17K -$17.7K 1 0% Reduced
1243
BG
Bollard Group
Massachusetts
$16K +$83 1 0% Increased
1244
HI
Hudock Inc
Pennsylvania
$15K +$16.3K 1 0.01% New
1245
WA
Winfield Associates
Ohio
$15K $0 1 0.01% Maintained
1246
AMG National Trust Bank
AMG National Trust Bank
Colorado
$13K $0 1 0% Maintained
1247
Avior Wealth Management
Avior Wealth Management
Nebraska
$13K $0 1 0% Maintained
1248
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$12K +$1.65K 3 0.01% Increased
1249
VIA
Vantage Investment Advisors
Pennsylvania
$12K +$8.74K 1 0% Increased
1250
ATC
Adirondack Trust Company
New York
$11K +$5.06K 3 0.01% Increased