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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
1376
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$16.9K 4 0.01% Increased
1377
KJWM
Kiley Juergens Wealth Management
Washington
$19K +$18.5K 1 0.02% New
1378
LJHT
Laurie J. Hall Trustee
$19K +$18.3K 1 0.01% New
1379
MCM
MV Capital Management
Maryland
$19K +$6.78K 2 0.01% Increased
1380
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$18K +$9.12K 1 0.05% Increased
1381
FRA
Front Row Advisors
California
$17K +$17.4K 3 0.01% New
1382
SIS
Sound Income Strategies
Florida
$17K +$15.9K 3 0.01% New
1383
WOC
West Oak Capital
California
$16.8K $0 1 0.01% Maintained
1384
FFG
Ford Financial Group
California
$16K +$15.2K 2 0.01% New
1385
RCG
Ruggie Capital Group
Florida
$15K +$14.4K 1 0.01% New
1386
Clearstead Advisors
Clearstead Advisors
Ohio
$14K $0 1 0% Maintained
1387
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K $0 1 0.01% Maintained
1388
PS
Portfolio Strategies
New York
$13K +$12.5K 1 0.01% New
1389
TCM
Tradewinds Capital Management
Washington
$13K $0 2 0.01% Maintained
1390
VIA
Vantage Investment Advisors
Pennsylvania
$13K $0 1 0% Maintained
1391
AGA
Accuvest Global Advisors
Utah
$12K +$5.83K 2 0.01% Increased
1392
HS
Horan Securities
United States
$12K $0 1 0.01% Maintained
1393
OAJ
Ogorek Anthony Joseph
New York
$12K +$10.8K 1 0.01% New
1394
IP
Intellectus Partners
California
$10K -$436K 1 0% Reduced
1395
LFA
Legacy Financial Advisors
Kentucky
$10K +$12.9K 5 0% New
1396
BDWM
Brewin Dolphin Wealth Management
Ireland
$9.44K $0 1 0.01% Maintained
1397
DVM
Dreman Value Management
Florida
$9K $0 2 0.01% Maintained
1398
FCMT
Founders Capital Management (Texas)
Texas
$8K -$2.22K 1 0.01% Reduced
1399
ME
McIlrath & Eck
Washington
$8K +$7.75K 2 0% New
1400
PCA
Providence Capital Advisors
North Carolina
$8K +$7.21K 1 0.01% New