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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
EF
Exeter Financial
Arizona
$206K $0 1 0.17% Maintained
1377
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$206K -$48K 1 0.06% Reduced
1378
BFC
Bedel Financial Consulting
Indiana
$204K $0 5 0.12% Maintained
1379
MFG
Magnus Financial Group
New York
$204K $0 1 0.04% Maintained
1380
WA
Wheatland Advisors
Pennsylvania
$203K +$195K 1 0.15% New
1381
BAS
Brown Advisory Securities
Maryland
$202K -$155K 1 0.05% Reduced
1382
GW & Wade
GW & Wade
Massachusetts
$202K +$192K 1 0.02% New
1383
NIM
NuWave Investment Management
New Jersey
$202K +$100K 5 0.21% Increased
1384
Ballentine Partners
Ballentine Partners
Massachusetts
$201K +$188K 1 0.01% New
1385
LIM
Lagoda Investment Management
New York
$200K $0 1 0.23% Maintained
1386
PHAM
Palisades Hudson Asset Management
Florida
$200K +$193K 1 0.14% New
1387
Allworth Financial
Allworth Financial
California
$199K -$5.44K 2 0.01% Reduced
1388
FCA
FinTrust Capital Advisors
South Carolina
$196K -$32K 4 0.08% Reduced
1389
NCM
Next Capital Management
New York
$194K +$24.6K 7 0.13% Increased
1390
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$187K +$169K 1 0.04% New
1391
HM Payson & Co
HM Payson & Co
Maine
$184K +$173K 3 0.01% New
1392
PVH
Psagot Value Holdings
Israel
$184K +$174K 2 0.01% Increased
1393
SIM
Sonora Investment Management
Arizona
$183K +$19K 4 0.02% Increased
1394
SFPIA
Stevens First Principles Investment Advisors
California
$181K $0 1 0.11% Maintained
1395
LWM
Liberty Wealth Management
California
$173K +$1.85K 4 0.15% Increased
1396
FNB
Farmers National Bank
Kentucky
$172K -$4.96K 1 0.09% Reduced
1397
BWP
Baldwin Wealth Partners
Massachusetts
$166K -$854 2 0.02% Reduced
1398
IWA
IBEX Wealth Advisors
New Jersey
$162K +$152K 1 0.05% New
1399
Ruffer LLP
Ruffer LLP
United Kingdom
$161K -$406K 1 0% Reduced
1400
TWI
Thomas White International
Illinois
$161K $0 1 0.03% Maintained