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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
CFA
Carroll Financial Associates
North Carolina
$132K +$1.01K 5 0.01% Increased
1277
CBT
Capital Bank & Trust
California
$130K +$112K 3 0% Increased
1278
ARMC
American Research & Management Company
Massachusetts
$129K $0 1 0.04% Maintained
1279
Advisors Asset Management
Advisors Asset Management
Colorado
$128K -$466K 1 0% Reduced
1280
OIM
Orca Investment Management
Oregon
$127K -$43.6K 1 0.11% Reduced
1281
MUS
Mitsubishi UFJ Securities
Japan
$125K +$104K 2 0.52% New
1282
MMG
Monetary Management Group
Missouri
$124K $0 1 0.05% Maintained
1283
SIM
Sonora Investment Management
Arizona
$123K -$411 4 0.02% Reduced
1284
FMLI
Fukoku Mutual Life Insurance
Japan
$119K $0 1 0.02% Maintained
1285
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$118K +$7.21K 1 0.08% Increased
1286
BWP
Baldwin Wealth Partners
Massachusetts
$115K $0 2 0.02% Maintained
1287
FDS
First Dallas Securities
Texas
$108K +$101K 1 0.07% New
1288
H
Hexavest
Quebec, Canada
$106K -$102K 1 0% Reduced
1289
GBT
Grove Bank & Trust
Florida
$105K -$10.8K 2 0.05% Reduced
1290
APA
American Portfolios Advisors
New York
$101K +$94.3K 6 0.02% New
1291
PCP
Proficio Capital Partners
Massachusetts
$96K -$13.9K 6 0.03% Reduced
1292
Covington Capital Management
Covington Capital Management
California
$95K +$30.9K 2 0.01% Increased
1293
MFW
Mosaic Family Wealth
Missouri
$92K -$5K 2 0.03% Reduced
1294
TG
TLP Group
Illinois
$87K -$236K 3 0.06% Reduced
1295
MSA
Marino Stram & Associates
Massachusetts
$85K +$74.1K 4 0.08% New
1296
FPF
FNY Partners Fund
New York
$83K -$177K 2 0.01% Reduced
1297
PCG
Private Capital Group
Connecticut
$81K +$75.3K 4 0.02% New
1298
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$79K -$21.7K 7 0.01% Reduced
1299
KA
Kaizen Advisory
Illinois
$79K +$71.4K 7 0.05% New
1300
WCM
Whitener Capital Management
North Carolina
$78K +$64.7K 1 0.07% New