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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
1351
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$221K +$196K 1 0.02% New
1352
CMI
Clare Market Investments
Texas
$221K +$576 1 0.17% Increased
1353
BFO
Boston Family Office
Massachusetts
$220K +$205K 1 0.02% New
1354
LA
LVW Advisors
New York
$220K +$195K 1 0.06% New
1355
PCP
Proficio Capital Partners
Massachusetts
$220K -$4.27K 12 0.08% Reduced
1356
JGUA
John G. Ullman & Associates
New York
$219K +$205K 1 0.04% New
1357
Cresset Asset Management
Cresset Asset Management
Illinois
$217K -$127K 1 0.01% Reduced
1358
PFBT
Parkside Financial Bank & Trust
Missouri
$216K -$1.86K 8 0.07% Reduced
1359
SCA
Spearhead Capital Advisors
Florida
$216K +$201K 1 0.06% New
1360
Citizens Financial Group
Citizens Financial Group
Rhode Island
$215K -$1.14K 3 0.02% Reduced
1361
CGL
Clarius Group LLC
Washington
$215K +$201K 1 0.04% New
1362
GLI
Guardian Life Insurance
New York
$215K -$5.27K 6 0.03% Reduced
1363
RIL
Rothschild Investment LLC
Illinois
$214K +$210K 1 0.03% New
1364
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$213K +$24.4K 1 0.01% Increased
1365
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$212K -$39.8K 1 0.09% Reduced
1366
Prospera Financial Services
Prospera Financial Services
Texas
$211K -$23.6K 1 0.02% Reduced
1367
Choreo LLC
Choreo LLC
Illinois
$210K +$196K 1 0.02% New
1368
GD
Grandfield & Dodd
New York
$210K +$200K 1 0.02% New
1369
LIC
Lodestar Investment Counsel
Illinois
$210K +$196K 1 0.02% New
1370
PP
PagnatoKarp Partners
Virginia
$210K -$9.38K 1 0.04% Reduced
1371
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$209K +$195K 1 0.01% New
1372
Avior Wealth Management
Avior Wealth Management
Nebraska
$208K +$41.1K 1 0.04% Increased
1373
CCM
Community Capital Management
Florida
$208K +$2.26K 1 0.24% Increased
1374
ERIM
Eagle Ridge Investment Management
Connecticut
$208K +$200K 1 0.03% New
1375
Truist Financial
Truist Financial
North Carolina
$207K +$193K 1 0% New