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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
1426
Hills Bank & Trust
Hills Bank & Trust
Iowa
$354K -$30.8K 1 0.02% Reduced
1427
PIA
Perennial Investment Advisors
California
$353K +$18.8K 1 0.02% Increased
1428
IFWM
Institute for Wealth Management
Colorado
$352K +$106K 5 0.03% Increased
1429
I2I
Insight 2811 Inc
Illinois
$351K $0 1 0.14% Maintained
1430
ACA
Atlas Capital Advisors
Wyoming
$350K -$30.9K 2 0.04% Reduced
1431
AWM
Avaii Wealth Management
Wisconsin
$349K +$92.7K 1 0.1% Increased
1432
RRA
Round Rock Advisors
Connecticut
$349K $0 1 0.05% Maintained
1433
VC
Vestor Capital
Illinois
$349K +$86.1K 1 0.02% Increased
1434
TWP
Tower Wealth Partners
Pennsylvania
$349K +$5.21K 1 0.17% Increased
1435
APW
Aventura Private Wealth
Florida
$348K -$145K 5 0.11% Reduced
1436
PBC
Pavion Blue Capital
California
$344K +$321K 1 0.14% New
1437
CL
CSS LLC
Illinois
$341K -$351K 1 0.01% Reduced
1438
Dynasty Wealth Management
Dynasty Wealth Management
Florida
$339K +$347K 1 0% New
1439
Modern Wealth Management
Modern Wealth Management
Kansas
$339K +$332K 1 0% New
1440
Fiduciary Trust
Fiduciary Trust
Massachusetts
$338K +$57K 1 0% Increased
1441
ACS
Archford Capital Strategies
Illinois
$338K +$430 1 0.03% Increased
1442
RiverFront Investment Group
RiverFront Investment Group
Virginia
$338K $0 1 0% Maintained
1443
SG
StoneX Group
New York
$337K -$16.6M 3 0.01% Reduced
1444
AWC
Abundance Wealth Counselors
Pennsylvania
$337K $0 1 0.02% Maintained
1445
GFP
Gryphon Financial Partners
Ohio
$335K +$46.7K 1 0.03% Increased
1446
TAM
Trust Asset Management
Texas
$334K -$42.3K 1 0.02% Reduced
1447
VEM
Vann Equity Management
Texas
$331K +$47K 1 0.2% Increased
1448
SIA
Soltis Investment Advisors
Utah
$329K -$17.5K 1 0.02% Reduced
1449
CI
Cherokee Insurance
Michigan
$328K $0 1 0.13% Maintained
1450
1CM
1492 Capital Management
Wisconsin
$328K +$98K 1 0.1% Increased