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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
HR
Howe & Rusling
New York
$24K $0 3 0% Maintained
1227
DBT
Dubuque Bank & Trust
Iowa
$23K -$139K 2 0.01% Reduced
1228
EWM
Edge Wealth Management
New York
$23K $0 1 0.01% Maintained
1229
FMA
FNY Managed Accounts
New York
$23K -$224K 1 0.23% Reduced
1230
CFD
Creative Financial Designs
Indiana
$22K -$11K 3 0.01% Reduced
1231
Close Asset Management
Close Asset Management
United Kingdom
$21K -$225K 2 0% Reduced
1232
FMP
Financial Management Professionals
Texas
$21K $0 1 0.01% Maintained
1233
JWA
JFS Wealth Advisors
Pennsylvania
$20K $0 1 0.01% Maintained
1234
HI
Hudock Inc
Pennsylvania
$19K $0 1 0.01% Maintained
1235
M
MOTCO
Texas
$19K +$7.82K 1 0% Increased
1236
PA
Perennial Advisors
New York
$19K $0 1 0.01% Maintained
1237
BG
Bollard Group
Massachusetts
$18K +$92 1 0% Increased
1238
TFO
Tarbox Family Office
California
$18K $0 3 0.01% Maintained
1239
WA
Winfield Associates
Ohio
$18K +$3.76K 2 0.01% Increased
1240
PP
Palladium Partners
Virginia
$17K $0 1 0% Maintained
1241
Frontier Capital Management
Frontier Capital Management
Massachusetts
$15K -$29M 1 0% Reduced
1242
Avior Wealth Management
Avior Wealth Management
Nebraska
$13K $0 1 0.01% Maintained
1243
CBT
Capital Bank & Trust
California
$13K +$12.3K 1 0% New
1244
IHT Wealth Management
IHT Wealth Management
Illinois
$13K +$4.68K 4 0.01% Increased
1245
AMG National Trust Bank
AMG National Trust Bank
Colorado
$12K $0 1 0% Maintained
1246
MCM
MV Capital Management
Maryland
$12K +$4.6K 1 0% Increased
1247
OFS
Orrstown Financial Services
Pennsylvania
$12K +$11K 1 0.01% New
1248
TJHA
Thomas J. Herzfeld Advisors
Florida
$12K -$54.6K 1 0.01% Reduced
1249
TCM
Tradewinds Capital Management
Washington
$12K $0 2 0.01% Maintained
1250
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K $0 1 0.01% Maintained