← 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
1776
LF
LifeSteps Financial
California
$44.5K +$42K 2 0.02% New
1777
FPB
First PREMIER Bank
South Dakota
$44K $0 2 0.01% Maintained
1778
ECM
Estabrook Capital Management
New York
$43.9K +$40.6K 1 0.01% Increased
1779
SNBOSCI
Security National Bank of Sioux City Iowa
Iowa
$43.9K +$43K 1 0.02% New
1780
EWM
Evermay Wealth Management
Virginia
$43.8K +$40.6K 1 0% New
1781
AWM
Aries Wealth Management
Maine
$43.2K $0 1 0.01% Maintained
1782
SGK
Steigerwald Gordon & Koch
Virginia
$42.8K $0 4 0% Maintained
1783
BAM
Bellevue Asset Management
Washington
$42.5K +$5.54K 3 0.02% Increased
1784
HBW
Hazlett, Burt & Watson
West Virginia
$42K $0 4 0.01% Maintained
1785
SJIM
St. Johns Investment Management
Florida
$41.9K $0 2 0.02% Maintained
1786
PCM
PenderFund Capital Management
British Columbia, Canada
$41.8K +$2.34K 1 0.01% Increased
1787
AAG
Armstrong Advisory Group
Massachusetts
$41.6K -$5.21K 3 0% Reduced
1788
PWMG
Private Wealth Management Group
New Jersey
$41.4K +$12K 8 0.01% Increased
1789
ECA
Elevated Capital Advisors
Utah
$40.1K $0 1 0.01% Maintained
1790
PAG
Paladin Advisory Group
Iowa
$39.2K $0 1 0.03% Maintained
1791
WETS
Wealth Enhancement Trust Services
South Dakota
$38.7K +$593 7 0% Increased
1792
GG
Gleason Group
Kentucky
$37.5K -$38K 2 0% Reduced
1793
PWA
Physician Wealth Advisors
Utah
$37.1K -$6.43K 9 0% Reduced
1794
PP
Pingora Partners
Wyoming
$37.1K $0 1 0.02% Maintained
1795
FMP
Financial Management Professionals
Texas
$36.7K +$792 4 0% Increased
1796
OR
Olympiad Research
Connecticut
$36.6K -$261K 1 0.08% Reduced
1797
LC
Lavaca Capital
Texas
$36.6K -$35.7K 1 0% Reduced
1798
BFPW
BOK Financial Private Wealth
Colorado
$36K +$6.04K 4 0% Increased
1799
CAL
Capital Advisors Ltd
Ohio
$36K -$162 6 0% Reduced
1800
GGI
Godsey & Gibb Inc
Virginia
$34.7K $0 2 0% Maintained