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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
1751
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$57.2K -$26.3K 11 0% Reduced
1752
MWPCG
Measured Wealth Private Client Group
New Hampshire
$56.9K +$28.2K 2 0.01% Increased
1753
BFS
Bare Financial Services
Pennsylvania
$56.8K +$14.8K 10 0.01% Increased
1754
JWM
JPL Wealth Management
Colorado
$56.6K -$4.5K 8 0.01% Reduced
1755
AT
Arlington Trust
Alabama
$56.2K +$14.5K 5 0% Increased
1756
SGFG
Silver Grove Financial Group
New York
$55.1K +$53.3K 8 0.03% New
1757
Avantax Planning Partners
Avantax Planning Partners
Iowa
$55K +$15.3K 1 0% Increased
1758
FFG
Forum Finance Group
$55K +$56.8K 2 0.02% Increased
1759
PMFA
Plante Moran Financial Advisors
Michigan
$54.9K +$4.44K 7 0% Increased
1760
CFFP
Center for Financial Planning
Michigan
$54.3K $0 3 0.01% Maintained
1761
AFC
Ares Financial Consulting
California
$54.2K +$4.85K 6 0.04% Increased
1762
AAA
American Alpha Advisors
New York
$54K -$359K 1 0.03% Reduced
1763
GBT
Grove Bank & Trust
Florida
$53.6K -$521K 5 0.01% Reduced
1764
MWM
Mosley Wealth Management
California
$52.8K +$1.03K 4 0.02% Increased
1765
RF
Rossby Financial
Florida
$51.9K -$118K 5 0.01% Reduced
1766
DF
Dunhill Financial
United Kingdom
$51.3K +$38K 6 0.01% Increased
1767
CFD
Creative Financial Designs
Indiana
$50.9K +$6.97K 3 0% Increased
1768
AP
Atwood & Palmer
Missouri
$50.3K -$1.46K 2 0% Reduced
1769
AIM
Anchor Investment Management
South Carolina
$50K +$41.5K 5 0% Increased
1770
HCA
Harbor Capital Advisors
Illinois
$48K -$3.56K 3 0% Reduced
1771
CB
CNB Bank
Pennsylvania
$47.6K $0 1 0.02% Maintained
1772
PP
PFS Partners
New Jersey
$47.3K $0 2 0.02% Maintained
1773
FDW
Fourth Dimension Wealth
Ohio
$46.6K +$2.75K 2 0.01% Increased
1774
CA
Continuum Advisory
Idaho
$44.8K +$41.7K 3 0% New
1775
RWM
RMG Wealth Management
Wisconsin
$44.8K +$430 2 0% Increased