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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
1601
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$222K +$227K 1 0.01% New
1602
SFS
Stiles Financial Services
Minnesota
$221K +$207K 1 0.06% New
1603
GCS
Gordian Capital (Singapore)
Singapore
$221K +$219K 1 0.38% New
1604
SIS
Sound Income Strategies
Florida
$221K -$156K 1 0.01% Reduced
1605
NFG
Northbridge Financial Group
Florida
$221K $0 1 0.08% Maintained
1606
ADL
Asset Dedication LLC
California
$220K -$33.8K 6 0.01% Reduced
1607
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$219K -$9.53K 1 0.01% Reduced
1608
HB
Horizon Bancorp
Indiana
$219K -$12.2K 2 0.1% Reduced
1609
NL
NWAM LLC
Washington
$217K +$1.12K 1 0.01% Increased
1610
JIR
James Investment Research
Ohio
$217K +$167K 1 0.02% New
1611
FFWM
Future Financial Wealth Management
Ohio
$216K +$209K 1 0.13% New
1612
SF
Symphony Financial
Texas
$215K -$2.44K 1 0.02% Reduced
1613
RSVP
Ramsay Stattman Vela & Price
Colorado
$215K +$220K 1 0.04% New
1614
JRPIM
Journey Retirement Planning & Investment Management
Idaho
$215K +$210K 1 0.17% New
1615
APWA
Atlas Private Wealth Advisors
New Jersey
$215K -$103K 1 0.05% Reduced
1616
RWM
Riverbend Wealth Management
South Carolina
$214K -$13.9K 1 0.11% Reduced
1617
TCM
Tufton Capital Management
Maryland
$214K -$19.5K 1 0.04% Reduced
1618
HKIMG
Hutchens & Kramer Investment Management Group
Indiana
$214K -$4.01K 1 0.06% Reduced
1619
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$213K +$33.8K 2 0% Increased
1620
CFO
CVA Family Office
Colorado
$213K -$53.4K 8 0.02% Reduced
1621
SC
Sawyer & Company
Massachusetts
$212K $0 1 0.07% Maintained
1622
KC
Kinloch Capital
Virginia
$212K $0 1 0.08% Maintained
1623
NI
Natural Investments
California
$211K +$196K 1 0.05% New
1624
LFIA
Legacy Financial Independent Advisors
Kentucky
$210K -$2.5K 1 0.1% Reduced
1625
EFG
Embree Financial Group
Illinois
$210K +$2.15K 1 0.02% Increased