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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
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$9K -$133K 1 0% Reduced
1252
GWS
Glassman Wealth Services
Virginia
$8K -$14.7K 4 0.01% Reduced
1253
M
MOTCO
Texas
$8K $0 1 0% Maintained
1254
WC
Whitnell & Co
Illinois
$8K +$4.89K 1 0% Increased
1255
WTB
Washington Trust Bank
Washington
$7K +$9.05K 7 0% New
1256
WA
WealthTrust-Arizona
Arizona
$7K $0 2 0% Maintained
1257
LWM
Lenox Wealth Management
Ohio
$6K $0 1 0% Maintained
1258
SAM
Solaris Asset Management
New York
$6K +$5.45K 1 0% New
1259
ATC
Adirondack Trust Company
New York
$5K $0 1 0% Maintained
1260
CBT
Central Bank & Trust
Kentucky
$5K $0 1 0% Maintained
1261
MFBTD
MB Financial Bank - Trust Department
Illinois
$5K $0 2 0% Maintained
1262
BKA
Brick & Kyle Associates
Pennsylvania
$4K $0 1 0% Maintained
1263
LWA
Lowe Wealth Advisors
Maryland
$4K -$3K 2 0% Reduced
1264
BWA
Burt Wealth Advisors
Maryland
$3K $0 1 0% Maintained
1265
EWM
Elite Wealth Management
Washington
$3K +$3.13K 1 0% New
1266
HFM
Hartford Financial Management
Connecticut
$3K +$4.04K 1 0% New
1267
IWC
Integrated Wealth Counsel
California
$3K +$3.53K 1 0.01% New
1268
MUS
Mitsubishi UFJ Securities
Japan
$3K -$12K 1 0.02% Reduced
1269
PRS
Pinkerton Retirement Specialists
Idaho
$3K -$20.6K 3 0% Reduced
1270
SA
SRH Advisors
Kansas
$3K $0 2 0.02% Maintained
1271
KLI
Kelman-Lazarov Inc
Tennessee
$2.36K $0 1 0% Maintained
1272
RWM
Raffa Wealth Management
District of Columbia
$2.19K -$989 4 0% Reduced
1273
FWM
Focused Wealth Management
New York
$2K +$466 1 0% Increased
1274
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2K $0 2 0% Maintained
1275
LNB
Ledyard National Bank
$2K $0 1 0% Maintained