← All themes

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
GIM
Greenwich Investment Management
Connecticut
$158K -$8.09K 1 0.16% Reduced
1277
Institutional & Family Asset Management
Institutional & Family Asset Management
Colorado
$152K -$92.1K 1 0.03% Reduced
1278
FNB
Farmers National Bank
Kentucky
$146K +$118K 1 0.09% Increased
1279
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$145K +$150K 2 0.06% Increased
1280
LFG
LifePlan Financial Group
Ohio
$142K -$2K 1 0.08% Reduced
1281
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$139K $0 2 0.02% Maintained
1282
FL
Fort LP
Maryland
$139K +$146K 2 0.03% New
1283
Black Swift Group
Black Swift Group
Colorado
$138K +$133K 1 0.06% New
1284
One Wealth Advisors
One Wealth Advisors
California
$138K -$349K 3 0.11% Reduced
1285
Sonora Investment Management
Sonora Investment Management
Arizona
$136K $0 4 0.02% Maintained
1286
Carroll Financial Associates
Carroll Financial Associates
North Carolina
$134K -$39.1K 6 0.01% Reduced
1287
CBT
Capital Bank & Trust
California
$133K $0 2 0% Maintained
1288
QCI Asset Management
QCI Asset Management
New York
$131K -$6.4K 4 0.01% Reduced
1289
Legacy Advisors
Legacy Advisors
Pennsylvania
$128K $0 1 0.1% Maintained
1290
SFPIA
Stevens First Principles Investment Advisors
California
$127K $0 1 0.08% Maintained
1291
Trust Company of Vermont
Trust Company of Vermont
Vermont
$120K +$65.4K 6 0.01% Increased
1292
SAS
Stelac Advisory Services
New York
$116K $0 1 0.03% Maintained
1293
BAMCO Inc
BAMCO Inc
New York
$115K +$84.4K 2 0% Increased
1294
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$114K $0 1 0% Maintained
1295
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$113K +$109K 1 0.01% New
1296
Covington Capital Management
Covington Capital Management
California
$113K +$6.57K 3 0.01% Increased
1297
FC
Ferris Capital
Massachusetts
$112K -$15.1K 7 0.05% Reduced
1298
Iron Gate Global Advisors
Iron Gate Global Advisors
Utah
$112K +$116K 1 0.08% New
1299
Proficio Capital Partners
Proficio Capital Partners
Massachusetts
$112K +$664 8 0.05% Increased
1300
MMG
Monetary Management Group
Missouri
$110K $0 1 0.04% Maintained