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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
1276
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K $0 2 0% Maintained
1277
HFM
Hartford Financial Management
Connecticut
$4K $0 1 0% Maintained
1278
LWA
Lowe Wealth Advisors
Maryland
$4K $0 2 0% Maintained
1279
MFBTD
MB Financial Bank - Trust Department
Illinois
$4K -$1K 1 0% Reduced
1280
NSB
Norway Savings Bank
Maine
$4K +$3.54K 1 0% New
1281
PVH
Psagot Value Holdings
Israel
$4K +$2.28K 1 0% Increased
1282
RBC
Roble Belko & Company
Pennsylvania
$4K +$4.55K 1 0% New
1283
SA
SRH Advisors
Kansas
$4K +$1.42K 2 0.02% Increased
1284
BWA
Burt Wealth Advisors
Maryland
$3K $0 1 0% Maintained
1285
DOA
D'Orazio & Associates
Virginia
$3K +$3.95K 1 0% New
1286
MCM
MV Capital Management
Maryland
$3K +$2.54K 1 0% New
1287
TWI
Thomas White International
Illinois
$3K $0 1 0% Maintained
1288
RWM
Raffa Wealth Management
District of Columbia
$2.51K +$599 5 0% Increased
1289
DSC
Duncker Streett & Co
Missouri
$2K -$60.1K 1 0% Reduced
1290
EA
Edge Advisors
Georgia
$2K +$4.52K 5 0% New
1291
FWM
Focused Wealth Management
New York
$2K $0 1 0% Maintained
1292
LNB
Ledyard National Bank
$2K $0 1 0% Maintained
1293
PCFFS
Pacific Center for Financial Services
California
$2K +$1.63K 1 0% New
1294
VIA
Vantage Investment Advisors
Pennsylvania
$2K +$1.49K 2 0% Increased
1295
FNYS
First New York Securities
New York
$1.35K -$1.23M 1 0% Reduced
1296
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$1K $0 1 0% Maintained
1297
CAM
ClariVest Asset Management
California
$1K $0 1 0% Maintained
1298
HCM
Herndon Capital Management
Georgia
$1K -$729K 1 0% Reduced
1299
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$913 1 0% New
1300
KLI
Kelman-Lazarov Inc
Tennessee
$605 -$1.53K 1 0% Reduced