← All themes

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
1726
TFA
Toth Financial Advisory
Virginia
$81K -$64.3K 2 0.01% Reduced
1727
WIM
Westside Investment Management
California
$80.7K $0 5 0.01% Maintained
1728
BCM
Berbice Capital Management
New York
$80.3K $0 1 0.04% Maintained
1729
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$79.6K -$10.4K 2 0% Reduced
1730
HHCP
Hilton Head Capital Partners
South Carolina
$75.2K +$39.7K 3 0.04% Increased
1731
WCM
Winthrop Capital Management
Indiana
$74K $0 1 0.02% Maintained
1732
DJSG
D.J. St. Germain
Massachusetts
$74K $0 3 0% Maintained
1733
WA
Westfuller Advisors
New York
$73.8K -$2.86K 6 0.03% Reduced
1734
JWA
JFS Wealth Advisors
Pennsylvania
$73.7K +$3.43K 7 0% Increased
1735
HWA
HHM Wealth Advisors
Tennessee
$73.3K +$81 2 0.01% Increased
1736
HNB
Hilltop National Bank
Wyoming
$72.9K -$5.98K 2 0.02% Reduced
1737
MCC
Money Concepts Capital
Florida
$72.6K +$41.8K 2 0% Increased
1738
BGAI
Bruce G. Allen Investments
Colorado
$71.9K -$10.9K 7 0.05% Reduced
1739
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$70.4K -$390K 2 0% Reduced
1740
PB
Pinnacle Bancorp
Nebraska
$70.1K $0 2 0.02% Maintained
1741
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$69.7K $0 4 0% Maintained
1742
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$66.7K -$1.05K 8 0% Reduced
1743
OA
Operose Advisors
Wisconsin
$63.3K -$10.4K 2 0.01% Reduced
1744
HWP
Highline Wealth Partners
California
$62.6K +$31K 5 0.01% Increased
1745
GWS
Greykasell Wealth Strategies
California
$62.6K $0 1 0.02% Maintained
1746
BIA
Bell Investment Advisors
California
$60.7K +$1.65K 8 0.01% Increased
1747
SHIM
Stone House Investment Management
Pennsylvania
$60.1K +$52.2K 7 0.01% Increased
1748
CA
Centerpoint Advisors
Massachusetts
$60K $0 3 0.02% Maintained
1749
JEST
JTC Employer Solutions Trustee
Jersey
$60K $0 1 0% Maintained
1750
HDIM
Hanson & Doremus Investment Management
Vermont
$59K $0 1 0.01% Maintained