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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
GBT
Grove Bank & Trust
Florida
$11K -$99.3K 3 0.01% Reduced
1252
HA
Harfst & Associates
Wyoming
$11K +$10.9K 1 0% New
1253
TCM
Tradewinds Capital Management
Washington
$11K $0 2 0.01% Maintained
1254
WA
WealthTrust-Arizona
Arizona
$11K +$3.41K 2 0.01% Increased
1255
ECM
Estabrook Capital Management
New York
$10.3K $0 1 0% Maintained
1256
ACS
Archford Capital Strategies
Illinois
$10K -$2.4K 3 0% Reduced
1257
Clearstead Advisors
Clearstead Advisors
Ohio
$10K $0 1 0% Maintained
1258
HS
Horan Securities
United States
$10K +$10.7K 1 0.01% New
1259
M
MOTCO
Texas
$10K +$2.55K 2 0% Increased
1260
MWM
MinichMacGregor Wealth Management
New York
$9K $0 2 0.01% Maintained
1261
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K $0 1 0.01% Maintained
1262
FCMT
Founders Capital Management (Texas)
Texas
$8K +$8.24K 1 0.01% New
1263
MCM
MV Capital Management
Maryland
$8K +$6.36K 1 0% Increased
1264
NYLT
New York Life Trust
New York
$8K -$52.3K 1 0.39% Reduced
1265
WP
WealthPLAN Partners
Nebraska
$7.47K +$7.16K 1 0.03% New
1266
LWM
Lenox Wealth Management
Ohio
$7K $0 1 0.01% Maintained
1267
SLF
Sun Life Financial
Ontario, Canada
$6.35K +$10.4K 5 0.01% New
1268
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$6K +$5.65K 1 0% New
1269
AWA
Artemis Wealth Advisors
New York
$5K $0 1 0% Maintained
1270
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K $0 2 0% Maintained
1271
MFBTD
MB Financial Bank - Trust Department
Illinois
$5K $0 1 0% Maintained
1272
RBC
Roble Belko & Company
Pennsylvania
$5K $0 1 0% Maintained
1273
WC
Whitnell & Co
Illinois
$5K -$9K 1 0% Reduced
1274
BKA
Brick & Kyle Associates
Pennsylvania
$4K $0 1 0% Maintained
1275
BWA
Burt Wealth Advisors
Maryland
$4K $0 1 0% Maintained