← All themes

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
TCOV
Trust Company of Vermont
Vermont
$161K +$51.5K 5 0.01% Increased
1402
HI
Human Investing
Oregon
$158K +$104K 1 0.06% Increased
1403
CHC
City Holding Co
West Virginia
$152K -$11.7K 1 0.04% Reduced
1404
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$150K -$1.74M 8 0.07% Reduced
1405
EWM
Edge Wealth Management
New York
$149K +$156K 2 0.03% Increased
1406
SMFS
Squar Milner Financial Services
California
$146K -$30.7K 2 0.1% Reduced
1407
JAM
JCIC Asset Management
Ontario, Canada
$145K $0 1 0.06% Maintained
1408
CC
Courier Capital
New York
$141K -$13.3K 1 0.02% Reduced
1409
LJHT
Laurie J. Hall Trustee
$139K -$53.4K 2 0.07% Reduced
1410
VNA
Valley National Advisers
Pennsylvania
$138K $0 2 0.04% Maintained
1411
GC
Globeflex Capital
California
$133K +$1.68K 2 0.03% Increased
1412
GWS
Glassman Wealth Services
Virginia
$127K -$952 9 0.05% Reduced
1413
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$124K -$1K 2 0.15% Reduced
1414
MRCM
M&R Capital Management
New Jersey
$121K $0 2 0.03% Maintained
1415
OIM
Orca Investment Management
Oregon
$120K -$1.35K 1 0.13% Reduced
1416
PCTC
Perkins Coie Trust Company
Washington
$114K +$3.93K 1 0.05% Increased
1417
QAM
QCI Asset Management
New York
$108K $0 3 0.01% Maintained
1418
PCG
Private Capital Group
Connecticut
$105K -$49.2K 5 0.02% Reduced
1419
RFA
Reilly Financial Advisors
California
$105K -$12.3K 4 0.01% Reduced
1420
KPCM
Kings Point Capital Management
New York
$101K -$5.81K 2 0.02% Reduced
1421
PCMK
Paragon Capital Management (Kansas)
Kansas
$99K $0 1 0.04% Maintained
1422
LFG
LifePlan Financial Group
Ohio
$97K $0 1 0.05% Maintained
1423
TA
TCG Advisors
Texas
$95K +$2.65K 3 0.09% Increased
1424
AIM
Advantage Investment Management
Iowa
$94K -$4.62K 4 0.07% Reduced
1425
MWC
MBM Wealth Consultants
Missouri
$94K $0 1 0.08% Maintained