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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
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$35K +$31 2 0% Increased
1477
TFS
TrustCore Financial Services
Tennessee
$34K +$14.9K 4 0.01% Increased
1478
EIP
Ellis Investment Partners
Pennsylvania
$33K +$29.5K 2 0.01% New
1479
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$32K +$1.71K 4 0% Increased
1480
PRC
Pearl River Capital
Michigan
$32K +$37.7K 1 0.2% New
1481
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$32K -$40K 1 0% Reduced
1482
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$31K +$23.4K 2 0.02% Increased
1483
Destination Wealth Management
Destination Wealth Management
California
$31K +$36.6K 1 0% Increased
1484
NCM
New Capital Management
Texas
$31K $0 1 0.05% Maintained
1485
GTAM
Global Trust Asset Management
Florida
$29K $0 1 0.02% Maintained
1486
AOWM
Alpha Omega Wealth Management
Virginia
$27K $0 2 0.01% Maintained
1487
ACS
Archford Capital Strategies
Illinois
$27K +$4.14K 3 0.01% Increased
1488
GWMIA
Global Wealth Management Investment Advisory
Florida
$27K +$1.87K 2 0.01% Increased
1489
LWA
Lenox Wealth Advisors
New York
$25K -$24K 1 0% Reduced
1490
NCM
Nelson Capital Management
California
$25K -$1K 1 0.01% Reduced
1491
WOC
West Oak Capital
California
$24K $0 1 0.01% Maintained
1492
CAL
Capital Advisors Ltd
Ohio
$22K -$27.3K 1 0.01% Reduced
1493
WCG
Weaver Consulting Group
California
$22K +$499 2 0.01% Increased
1494
Sageworth Trust
Sageworth Trust
Pennsylvania
$20K $0 2 0% Maintained
1495
WAP
Wealthcare Advisory Partners
Pennsylvania
$20K +$1.15K 4 0% Increased
1496
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$18K -$15.5K 4 0% Reduced
1497
ME
McIlrath & Eck
Washington
$17K $0 4 0.01% Maintained
1498
TF
TimeScale Financial
Massachusetts
$16K +$15.4K 1 0.01% New
1499
Close Asset Management
Close Asset Management
United Kingdom
$15K -$96K 2 0% Reduced
1500
FMP
Financial Management Professionals
Texas
$15K $0 1 0.01% Maintained