← 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
1426
HCM
Highlander Capital Management
New Jersey
$3K $0 1 0% Maintained
1427
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$3K +$3.54K 2 0% New
1428
NL
NVWM LLC
Pennsylvania
$3K +$2.78K 1 0% New
1429
PCFFS
Pacific Center for Financial Services
California
$3K $0 1 0% Maintained
1430
POIA
Pin Oak Investment Advisors
Texas
$3K +$3.12K 1 0% New
1431
1IA
1834 Investment Advisors
Wisconsin
$2K +$2.4K 1 0% New
1432
Gradient Investments
Gradient Investments
Minnesota
$2K +$2.96K 5 0% New
1433
LWA
Lowe Wealth Advisors
Maryland
$2K $0 1 0% Maintained
1434
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$2K -$20.4K 1 0% Reduced
1435
SCA
Stuart Chaussee & Associates
California
$2K +$1.44K 1 0% New
1436
Allworth Financial
Allworth Financial
California
$1K +$721 1 0% New
1437
DOA
D'Orazio & Associates
Virginia
$1K $0 1 0% Maintained
1438
Financial Engines Advisors
Financial Engines Advisors
California
$1K +$672 1 0% New
1439
MCM
Mainstay Capital Management
Michigan
$1K +$1.04K 1 0% New
1440
NR
Newfound Research
Massachusetts
$1K +$171 3 0% Increased
1441
SWMG
Signature Wealth Management Group
Georgia
$1K +$987 1 0% New
1442
AIS
Accurate Investment Solutions
Pennsylvania
$0 -$4K 0 – Closed
1443
ATC
Adirondack Trust Company
New York
$0 -$4K 0 – Closed
1444
AU
Algebris (UK)
United Kingdom
$0 -$496K 0 – Closed
1445
AIM
Allen Investment Management
New York
$0 -$412K 0 – Closed
1446
ACM
Alta Capital Management
Utah
$0 -$339K 0 – Closed
1447
AQR Arbitrage
AQR Arbitrage
Connecticut
$0 -$33.3M 0 – Closed
1448
AWA
Artemis Wealth Advisors
New York
$0 -$4.87K 0 – Closed
1449
AJ
Ashburton (Jersey)
Jersey
$0 -$99K 0 – Closed
1450
ACM
Aviance Capital Management
Florida
$0 -$150K 0 – Closed