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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
1551
SIA
SeaBridge Investment Advisors
New Jersey
$244K -$158K 1 0.04% Reduced
1552
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$244K $0 1 0.01% Maintained
1553
Klingman & Associates
Klingman & Associates
New York
$243K -$197K 1 0.01% Reduced
1554
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$242K $0 1 0.2% Maintained
1555
BCM
Bourgeon Capital Management
Connecticut
$242K +$744 1 0.04% Increased
1556
MFS
Mirabella Financial Services
United Kingdom
$241K -$4.67M 1 0.02% Reduced
1557
DV Trading
DV Trading
Illinois
$241K -$255K 1 0.01% Reduced
1558
SWR
Spahn Wealth & Retirement
Arizona
$241K $0 1 0.16% Maintained
1559
TWM
Tolleson Wealth Management
Texas
$241K $0 1 0.03% Maintained
1560
CNB
Camden National Bank
Maine
$241K +$235K 1 0.03% New
1561
RWM
Revisor Wealth Management
Ohio
$240K +$15.9K 1 0.06% Increased
1562
SHFA
SS&H Financial Advisors
Michigan
$239K +$245K 1 0.06% New
1563
WFI
West Family Investments
California
$239K +$223K 1 0.07% New
1564
FC
Farringdon Capital
United Kingdom
$238K -$14.5K 1 0.12% Reduced
1565
AA
Armis Advisers
Georgia
$238K +$2.58K 1 0.02% Increased
1566
RFP
Root Financial Partners
California
$238K -$462K 1 0.01% Reduced
1567
NCM
Next Capital Management
New York
$238K $0 1 0.06% Maintained
1568
WFP
Worthington Financial Partners
Ohio
$237K -$81.6K 1 0.2% Reduced
1569
IP
Indivisible Partners
Florida
$237K +$240K 1 0.01% New
1570
CHC
City Holding Co
West Virginia
$237K +$3.23K 1 0.03% Increased
1571
LCM
LVM Capital Management
Michigan
$237K $0 1 0.02% Maintained
1572
HCM
Howland Capital Management
Massachusetts
$235K $0 1 0.01% Maintained
1573
IWM
IMG Wealth Management
Florida
$235K +$3.78K 2 0.13% Increased
1574
NorthRock Partners
NorthRock Partners
Minnesota
$234K -$11.9K 1 0% Reduced
1575
DA
Dover Advisors
Virginia
$234K +$181K 1 0.1% New