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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
1476
FL
FreeGulliver LLC
Louisiana
$293K -$14.3K 2 0.1% Reduced
1477
Diversify Advisory Services
Diversify Advisory Services
Utah
$293K +$268K 1 0% New
1478
Diversify Wealth Management
Diversify Wealth Management
Utah
$293K -$1.9M 1 0% Reduced
1479
Advisors Capital Management
Advisors Capital Management
New Jersey
$293K +$18.4K 1 0% Increased
1480
IIA
IPG Investment Advisors
California
$293K -$3.06M 1 0.04% Reduced
1481
First National Trust
First National Trust
Pennsylvania
$293K $0 1 0.01% Maintained
1482
TVPW
Third View Private Wealth
Connecticut
$293K $0 1 0.04% Maintained
1483
MCCP
Mission Creek Capital Partners
California
$292K -$51.8K 1 0.05% Reduced
1484
AWC
Adamsbrown Wealth Consultants
Kansas
$289K $0 1 0.05% Maintained
1485
CWP
Cyndeo Wealth Partners
Florida
$289K +$6.7K 1 0.01% Increased
1486
1C
111 Capital
France
$288K -$356K 1 0.05% Reduced
1487
KAM
Knightsbridge Asset Management
California
$288K +$4.01K 1 0.04% Increased
1488
GC
Globeflex Capital
California
$287K -$206K 1 0.04% Reduced
1489
LJAC
L.J. Altfest & Co
New York
$286K $0 1 0.03% Maintained
1490
PTC
Philadelphia Trust Company
Pennsylvania
$286K -$31.4K 1 0.02% Reduced
1491
SCP
Silverleafe Capital Partners
Tennessee
$285K $0 1 0.08% Maintained
1492
QFA
Quantum Financial Advisors
California
$284K -$18.8K 1 0.03% Reduced
1493
WB
Webster Bank
Connecticut
$281K -$89 3 0.02% Reduced
1494
WAU
Wellington-Altus USA
Manitoba, Canada
$281K +$205K 4 0.2% Increased
1495
ATS
Ashton Thomas Securities
New York
$280K -$12.3K 1 0.04% Reduced
1496
AP
Arlington Partners
Alabama
$279K $0 1 0.5% Maintained
1497
ACM
Aljian Capital Management
Nevada
$279K $0 1 0.05% Maintained
1498
UOC
University of Chicago
Illinois
$279K $0 1 0.07% Maintained
1499
IAN
Integrated Advisors Network
Texas
$279K -$253K 1 0.01% Reduced
1500
Csenge Advisory Group
Csenge Advisory Group
Florida
$278K +$9.31K 1 0.01% Increased