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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
1326
WAS
WESPAC Advisors SoCal
California
$251K -$42.7K 1 0.13% Reduced
1327
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$247K -$210K 2 0.01% Reduced
1328
FIA
FNY Investment Advisers
New York
$246K -$24.8M 4 0.07% Reduced
1329
PT
Plimoth Trust
Massachusetts
$245K +$241K 1 0.08% New
1330
UA
Unison Advisors
District of Columbia
$245K $0 1 0.18% Maintained
1331
Chilton Investment Company
Chilton Investment Company
Connecticut
$244K -$1.02M 1 0.01% Reduced
1332
BAM
Brave Asset Management
New Jersey
$242K +$291K 1 0.14% New
1333
SPI
Santori & Peters Inc
Pennsylvania
$242K +$222K 1 0.18% New
1334
GenWealth Group
GenWealth Group
New Jersey
$241K $0 1 0.1% Maintained
1335
Harvest Fund Management
Harvest Fund Management
China
$240K +$75.7K 2 0.03% Increased
1336
Lourd Capital
Lourd Capital
California
$237K +$221K 1 0.02% New
1337
CCM
Compton Capital Management
Rhode Island
$234K -$7.2K 1 0.1% Reduced
1338
HR
Hayden Royal
North Carolina
$234K -$374 1 0.25% Reduced
1339
BCP
Berkeley Capital Partners
Georgia
$233K +$224K 1 0.11% New
1340
Capital Investment Advisors
Capital Investment Advisors
Georgia
$231K $0 1 0.01% Maintained
1341
MIC
Meridian Investment Counsel
California
$231K $0 1 0.13% Maintained
1342
Murphy Capital Management
Murphy Capital Management
New Jersey
$230K -$14K 1 0.03% Reduced
1343
SevenBridge Financial Group
SevenBridge Financial Group
Pennsylvania
$230K +$3.62K 4 0.08% Increased
1344
TC
TownSquare Capital
Utah
$228K +$231K 1 0.02% New
1345
PSG
Planning Solutions Group
Maryland
$227K $0 1 0.12% Maintained
1346
Formuepleje A/S
Formuepleje A/S
Denmark
$225K -$241K 1 0.02% Reduced
1347
Prio Wealth Limited Partnership
Prio Wealth Limited Partnership
Massachusetts
$224K +$209K 1 0.01% New
1348
Skylands Capital
Skylands Capital
Wisconsin
$224K +$90K 1 0.03% Increased
1349
MCF Advisors
MCF Advisors
Kentucky
$222K $0 2 0.04% Maintained
1350
Weiss Asset Management
Weiss Asset Management
Massachusetts
$222K -$14.7K 1 0.01% Reduced