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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
1501
KCPG
Kavar Capital Partners Group
Kansas
$15K +$16.5K 2 0.01% New
1502
FCMT
Founders Capital Management (Texas)
Texas
$13K +$3.03K 1 0.01% Increased
1503
APW
Acima Private Wealth
Virginia
$12K $0 2 0.01% Maintained
1504
BWM
Baystate Wealth Management
Massachusetts
$12K +$125 1 0% Increased
1505
OAJ
Ogorek Anthony Joseph
New York
$12K $0 1 0.01% Maintained
1506
TFGT
TS Financial Group (TSFG)
Illinois
$12K $0 2 0.01% Maintained
1507
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$11K +$9.5K 1 0% New
1508
EWA
Evolution Wealth Advisors
Florida
$11K +$9.8K 4 0% New
1509
EWM
Executive Wealth Management
Michigan
$11K +$6.75K 2 0% Increased
1510
GSWM
Golden State Wealth Management
California
$11K +$5.09K 3 0% Increased
1511
PCA
Providence Capital Advisors
North Carolina
$11K $0 1 0.01% Maintained
1512
WAS
Winch Advisory Services
Wisconsin
$11K +$70 2 0.01% Increased
1513
BBA
Braun-Bostich & Associates
Pennsylvania
$10K $0 1 0.01% Maintained
1514
FEG
Financial Enhancement Group
Indiana
$10K $0 1 0% Maintained
1515
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$2.02K 5 0% Increased
1516
MWC
MKD Wealth Coaches
Michigan
$9K $0 1 0.01% Maintained
1517
KFS
Kelly Financial Services
Massachusetts
$8.77K +$3.59K 4 0.01% Increased
1518
APC
Aspire Private Capital
North Carolina
$8K +$9 3 0% Increased
1519
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K $0 1 0% Maintained
1520
FNBOSM
First National Bank of South Miami
Florida
$8K +$7.52K 1 0.01% New
1521
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K +$7.86K 1 0% New
1522
LPWM
Lake Point Wealth Management
Texas
$8K $0 2 0% Maintained
1523
PO
Private Ocean
California
$8K -$6.63K 1 0% Reduced
1524
SWP
Strategic Wealth Partners
Ohio
$8K $0 1 0% Maintained
1525
AWM
AllSquare Wealth Management
New York
$7K $0 1 0.01% Maintained