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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
1301
ADL
Asset Dedication LLC
California
$76K $0 1 0.03% Maintained
1302
PCTC
Perkins Coie Trust Company
Washington
$76K -$24K 1 0.04% Reduced
1303
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$74K $0 3 0.01% Maintained
1304
VCM
Versant Capital Management
Arizona
$74K +$1.35K 9 0.03% Increased
1305
JFA
JNBA Financial Advisors
Minnesota
$73K -$1.81K 1 0.02% Reduced
1306
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$68K -$8.21K 4 0.01% Reduced
1307
BG
Bollard Group
Massachusetts
$67K +$120 2 0% Increased
1308
BWM
Baystate Wealth Management
Massachusetts
$66K -$3.59K 1 0.01% Reduced
1309
AOWM
Alpha Omega Wealth Management
Virginia
$65K +$12.7K 4 0.03% Increased
1310
Harding Loevner
Harding Loevner
New Jersey
$64K -$13.2K 1 0% Reduced
1311
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$62.6K $0 2 0.05% Maintained
1312
AIM
Advantage Investment Management
Iowa
$62K $0 4 0.02% Maintained
1313
THWM
Taylor Hoffman Wealth Management
Virginia
$61K +$52.7K 1 0.06% New
1314
TL
TrueWealth LLC
Georgia
$61K +$57.3K 5 0.03% New
1315
TCOV
Trust Company of Vermont
Vermont
$60K $0 3 0.01% Maintained
1316
WCAMG
Woodard & Company Asset Management Group
North Carolina
$60K +$53.5K 1 0.05% New
1317
YWP
YorkBridge Wealth Partners
New York
$59K -$5.15K 5 0.03% Reduced
1318
DPA
Delphi Private Advisors
California
$58K $0 1 0.14% Maintained
1319
PCM
Poehling Capital Management
Wisconsin
$55K +$52.4K 1 0.05% New
1320
CCM
Cribstone Capital Management
Maine
$51K +$7.81K 5 0.02% Increased
1321
SPI
Santori & Peters Inc
Pennsylvania
$51K +$46.7K 3 0.05% New
1322
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$50K $0 2 0.06% Maintained
1323
Global Retirement Partners
Global Retirement Partners
California
$50K +$1.59K 5 0.01% Increased
1324
CFD
Creative Financial Designs
Indiana
$49K +$14.3K 4 0.03% Increased
1325
FMA
FNY Managed Accounts
New York
$49K -$61.1K 4 0.05% Reduced