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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
1401
BWM
BerganKDV Wealth Management
Minnesota
$11K +$11.5K 2 0% New
1402
OAJ
Ogorek Anthony Joseph
New York
$11K $0 1 0.01% Maintained
1403
VIA
Vantage Investment Advisors
Pennsylvania
$11K $0 1 0% Maintained
1404
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K -$4.88K 1 0% Reduced
1405
KL
KWMG LLC
Kansas
$10K +$10.8K 1 0% New
1406
BBA
Braun-Bostich & Associates
Pennsylvania
$9K $0 1 0.01% Maintained
1407
PCA
Providence Capital Advisors
North Carolina
$9K $0 1 0.01% Maintained
1408
VCM
Vigilant Capital Management
Maine
$9K -$15.5K 1 0% Reduced
1409
CWM
Cedar Wealth Management
California
$8K +$7.84K 1 0% New
1410
HS
Horan Securities
United States
$8K $0 1 0.01% Maintained
1411
WC
Whitnell & Co
Illinois
$8K $0 1 0% Maintained
1412
FWM
Focused Wealth Management
New York
$7K $0 1 0% Maintained
1413
ME
McIlrath & Eck
Washington
$7K $0 2 0% Maintained
1414
NFAM
North Fourth Asset Management
New Jersey
$7K -$5.27M 1 0% Reduced
1415
BAM
Bruderman Asset Management
New York
$6K +$4.21K 1 0% New
1416
CWM
Cranbrook Wealth Management
Michigan
$6K $0 2 0% Maintained
1417
FCMT
Founders Capital Management (Texas)
Texas
$6K $0 1 0.01% Maintained
1418
MIM
Macroview Investment Management
Maryland
$6K +$6.03K 2 0.02% New
1419
TVWM
Tower View Wealth Management
Wisconsin
$6K +$5.68K 1 0.01% New
1420
WA
WealthTrust-Arizona
Arizona
$6K +$1.39K 2 0% Increased
1421
AWA
Artemis Wealth Advisors
New York
$5.65K $0 1 0% Maintained
1422
CAC
Certified Advisory Corp
Florida
$5K -$1.68K 1 0% Reduced
1423
SA
SRH Advisors
Kansas
$5K $0 2 0.02% Maintained
1424
BWA
Burt Wealth Advisors
Maryland
$4K $0 1 0% Maintained
1425
CFC
Coyle Financial Counsel
Illinois
$4K +$4.29K 1 0% New