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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
CFD
Creative Financial Designs
Indiana
$4K -$44K 2 0% Reduced
1427
OSNBOA
Old Second National Bank of Aurora
Illinois
$4K $0 1 0% Maintained
1428
TA
Townsend & Associates
Colorado
$4K $0 1 0% Maintained
1429
TCM
Tradewinds Capital Management
Washington
$4K $0 1 0% Maintained
1430
HCM
Highlander Capital Management
New Jersey
$3K $0 1 0% Maintained
1431
PCFFS
Pacific Center for Financial Services
California
$3K $0 1 0% Maintained
1432
PGWM
Parisi Gray Wealth Management
New Jersey
$3K $0 1 0% Maintained
1433
POIA
Pin Oak Investment Advisors
Texas
$3K $0 1 0% Maintained
1434
RFM
Royal Fund Management
Florida
$3K +$2.22K 1 0% Increased
1435
WC
Whitney & Co
New York
$3K $0 1 0% Maintained
1436
LWA
Lowe Wealth Advisors
Maryland
$2K $0 1 0% Maintained
1437
ML
McAdam LLC
Pennsylvania
$2K -$164 2 0% Reduced
1438
RBC
Roble Belko & Company
Pennsylvania
$2K $0 1 0% Maintained
1439
SIS
Sound Income Strategies
Florida
$2K -$15.9K 3 0% Reduced
1440
SCA
Stuart Chaussee & Associates
California
$2K $0 1 0% Maintained
1441
WAM
Watermark Asset Management
California
$2K +$1.26K 1 0% New
1442
DOA
D'Orazio & Associates
Virginia
$1K $0 1 0% Maintained
1443
FRA
Front Row Advisors
California
$1K -$8.8K 1 0% Reduced
1444
IAS
IMA Advisory Services
Colorado
$1K +$740 1 0% New
1445
MFBTD
MB Financial Bank - Trust Department
Illinois
$1K -$4.86K 1 0% Reduced
1446
NR
Newfound Research
Massachusetts
$1K $0 1 0% Maintained
1447
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$1K $0 1 0% Maintained
1448
AWM
Aevitas Wealth Management
Massachusetts
$0 -$4K 0 – Closed
1449
ANBT
American National Bank & Trust
Texas
$0 -$14K 0 – Closed
1450
Avantax Planning Partners
Avantax Planning Partners
Iowa
$0 -$251K 0 – Closed