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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
1251
WOC
West Oak Capital
California
$12.4K $0 1 0.01% Maintained
1252
TCM
Tradewinds Capital Management
Washington
$12K $0 2 0.01% Maintained
1253
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$11K $0 3 0% Maintained
1254
MWM
MinichMacGregor Wealth Management
New York
$11K -$23.6K 2 0.01% Reduced
1255
ATC
Adirondack Trust Company
New York
$10K $0 2 0.01% Maintained
1256
FFC
First Financial Corp
Indiana
$10K $0 1 0.01% Maintained
1257
PHK
Point72 Hong Kong
Hong Kong
$10K -$25.2K 1 0.02% Reduced
1258
BCM
Blume Capital Management
California
$9K $0 1 0.01% Maintained
1259
M
MOTCO
Texas
$9K $0 1 0% Maintained
1260
TWI
Thomas White International
Illinois
$9K $0 1 0% Maintained
1261
WIC
Woodmont Investment Counsel
Tennessee
$9K -$33K 1 0% Reduced
1262
Balentine LLC
Balentine LLC
Georgia
$7K -$11.9K 1 0% Reduced
1263
DBT
Dubuque Bank & Trust
Iowa
$7K -$13.1K 1 0% Reduced
1264
LNB
Ledyard National Bank
$7K $0 3 0% Maintained
1265
LWM
Lenox Wealth Management
Ohio
$7K -$11.4K 1 0% Reduced
1266
AIM
Advantage Investment Management
Iowa
$6K +$807 4 0% Increased
1267
BWA
Burt Wealth Advisors
Maryland
$6K -$1.58K 3 0.01% Reduced
1268
Gradient Investments
Gradient Investments
Minnesota
$6K -$11.5K 1 0% Reduced
1269
LWA
Lowe Wealth Advisors
Maryland
$6K +$1.73K 2 0% Increased
1270
AIA
Alerus Investment Advisors
Minnesota
$5K +$5.08K 2 0% New
1271
BKA
Brick & Kyle Associates
Pennsylvania
$4K $0 1 0% Maintained
1272
HFM
Hartford Financial Management
Connecticut
$4K +$3.62K 1 0% New
1273
SA
SRH Advisors
Kansas
$4K $0 2 0.02% Maintained
1274
RWM
Raffa Wealth Management
District of Columbia
$3.81K $0 5 0% Maintained
1275
HCM
Highlander Capital Management
New Jersey
$3K $0 1 0% Maintained