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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
HS
Horan Securities
United States
$10K $0 1 0.01% Maintained
1252
MWM
MinichMacGregor Wealth Management
New York
$10K -$126 2 0.01% Reduced
1253
Clearstead Advisors
Clearstead Advisors
Ohio
$9K $0 1 0% Maintained
1254
TF
Tompkins Financial
New York
$9K +$8.77K 1 0% New
1255
Capital Guardian Trust
Capital Guardian Trust
California
$8K -$6.7M 1 0% Reduced
1256
DVM
Dreman Value Management
Florida
$8K +$7.35K 2 0% New
1257
FCMT
Founders Capital Management (Texas)
Texas
$7K $0 1 0.01% Maintained
1258
WA
WealthTrust-Arizona
Arizona
$6K -$4K 1 0% Reduced
1259
AWA
Artemis Wealth Advisors
New York
$5.73K $0 1 0.01% Maintained
1260
ATC
Adirondack Trust Company
New York
$5K -$6.97K 1 0% Reduced
1261
CP
Corbenic Partners
Pennsylvania
$5K $0 2 0.01% Maintained
1262
FWM
Focused Wealth Management
New York
$5K +$1.64K 1 0% Increased
1263
MFBTD
MB Financial Bank - Trust Department
Illinois
$5K $0 1 0% Maintained
1264
BWA
Burt Wealth Advisors
Maryland
$4K $0 1 0% Maintained
1265
CPA
Cowen Prime Advisors
New York
$4K $0 1 0% Maintained
1266
CWM
Cranbrook Wealth Management
Michigan
$4K +$3.75K 2 0% Increased
1267
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K $0 2 0% Maintained
1268
HFM
Hartford Financial Management
Connecticut
$4K $0 1 0% Maintained
1269
LF
Lee Financial
Texas
$4K +$3.71K 1 0% New
1270
LWA
Lowe Wealth Advisors
Maryland
$4K $0 2 0% Maintained
1271
SA
SRH Advisors
Kansas
$4K $0 2 0.02% Maintained
1272
GEA
Glen Eagle Advisors
New Jersey
$3.36K +$3.32K 1 0% New
1273
Country Trust Bank
Country Trust Bank
Illinois
$3K $0 1 0% Maintained
1274
EA
Edge Advisors
Georgia
$3K +$184 4 0% Increased
1275
PRS
Pinkerton Retirement Specialists
Idaho
$3K $0 1 0% Maintained