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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
1651
PHS
Pekin Hardy Strauss
Illinois
$201K +$196K 1 0.02% New
1652
CRI
Colonial River Investments
Virginia
$200K +$196K 1 0.06% New
1653
ANBOT
American National Bank of Texas
Texas
$200K +$169K 1 0.18% New
1654
RS
Rakuten Securities
Japan
$197K -$167K 6 0.05% Reduced
1655
GJIA
Glass Jacobson Investment Advisors
Maryland
$193K +$1.04K 3 0.06% Increased
1656
VNA
Valley National Advisers
Pennsylvania
$192K -$12.9K 2 0.02% Reduced
1657
OL
OneFund LLC
Florida
$187K -$3.45K 4 0.11% Reduced
1658
DSC
Daytona Street Capital
Missouri
$186K -$259K 1 0.14% Reduced
1659
Chilton Capital Management
Chilton Capital Management
Texas
$185K -$4.66K 1 0.01% Reduced
1660
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$182K -$21.8K 4 0% Reduced
1661
CIA
Citadel Investment Advisory
Ohio
$181K $0 1 0.08% Maintained
1662
MCM
Manchester Capital Management
Vermont
$178K +$244 8 0.02% Increased
1663
BAM
Byrne Asset Management
New Jersey
$177K +$149K 2 0.1% Increased
1664
OCWP
Owl Creek Wealth Partners
Colorado
$173K +$29.9K 7 0.05% Increased
1665
PWAM
Private Wealth Asset Management
Iowa
$171K $0 2 0.02% Maintained
1666
GEA
Glen Eagle Advisors
New Jersey
$170K +$133K 2 0.02% Increased
1667
SBFM
S-Bank Fund Management
Finland
$169K +$173K 1 0.02% New
1668
CA
Crewe Advisors
Utah
$162K +$3.4K 5 0.01% Increased
1669
AWMNY
Arcadia Wealth Management (New York)
New York
$156K $0 1 0.07% Maintained
1670
HCM
Hollencrest Capital Management
California
$156K -$68.5K 2 0.01% Reduced
1671
LI
LRI Investments
Florida
$155K -$65.8K 9 0.01% Reduced
1672
WSC
Wellington Shields & Co
New York
$154K $0 1 0.03% Maintained
1673
Central Trust Company
Central Trust Company
Missouri
$153K +$85.3K 3 0% Increased
1674
VT
Volterra Technologies
New York
$151K +$148K 1 0.02% New
1675
DIM
Delta Investment Management
California
$150K +$32K 1 0.02% Increased