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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
FA
Fortis Advisors
Pennsylvania
$23K +$22.5K 1 0.01% New
1377
Close Asset Management
Close Asset Management
United Kingdom
$22K $0 2 0% Maintained
1378
FMP
Financial Management Professionals
Texas
$21K $0 1 0.01% Maintained
1379
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$21K +$21.2K 2 0% New
1380
IWP
Icon Wealth Partners
Texas
$20K +$21.2K 1 0.01% New
1381
KJWM
Kiley Juergens Wealth Management
Washington
$20K +$21.1K 1 0.02% New
1382
NWM
Northwest Wealth Management
Iowa
$20K +$10.1K 1 0.02% Increased
1383
FPS
Fieldpoint Private Securities
Connecticut
$19K $0 1 0.01% Maintained
1384
PO
Private Ocean
California
$19K $0 1 0.01% Maintained
1385
Sageworth Trust
Sageworth Trust
Pennsylvania
$19K +$20K 2 0% New
1386
WAP
Wealthcare Advisory Partners
Pennsylvania
$19K +$561 5 0% Increased
1387
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$17K -$147K 1 0% Reduced
1388
RCG
Ruggie Capital Group
Florida
$17K $0 1 0.01% Maintained
1389
LBG
Lloyds Banking Group
United Kingdom
$16K $0 1 0.13% Maintained
1390
AC
Avestar Capital
New York
$15K +$13.3K 4 0.01% Increased
1391
CHP
Cable Hill Partners
Oregon
$15K $0 2 0.01% Maintained
1392
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K $0 2 0.01% Maintained
1393
JWA
JFS Wealth Advisors
Pennsylvania
$15K -$4K 1 0% Reduced
1394
PS
Portfolio Strategies
New York
$15K $0 1 0.01% Maintained
1395
AWA
Acorn Wealth Advisors
Michigan
$14K -$6K 1 0.01% Reduced
1396
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$14K -$9.37K 1 0.02% Reduced
1397
RWM
Raffa Wealth Management
District of Columbia
$13.4K $0 6 0.01% Maintained
1398
KCPG
Kavar Capital Partners Group
Kansas
$13K $0 1 0.01% Maintained
1399
TODC
Trustees of Dartmouth College
New Hampshire
$13K +$13.1K 1 0.02% New
1400
HR
Howe & Rusling
New York
$12K -$15.6K 2 0% Reduced