← 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
1901	ICCON Investment Counsel Company of Nevada Las Vegas, Nevada	$11.7K	+$11.5K	1	0.02%	New
1902	HFS Hughes Financial Services Herndon, Virginia	$11.7K	+$4.18K	6	0%	Increased
1903	TC Trust Company Manhattan, Kansas	$11.4K	-$282	2	0%	Reduced
1904	PWA Principia Wealth Advisory Dallas, Texas	$11.3K	-$91	4	0.01%	Reduced
1905	WAG Wiser Advisor Group Phoenix, Arizona	$11.3K	$0	2	0.01%	Maintained
1906	FNWA Financial Network Wealth Advisors Murray, Utah	$11.3K	$0	2	0.01%	Maintained
1907	WFA Wedbush Fund Advisers Pasadena, California	$11.2K	+$10.4K	1	0%	New
1908	RFS Richardson Financial Services Medway, Massachusetts	$11K	-$34.6K	2	0.01%	Reduced
1909	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$10.8K	+$10.1K	1	0.01%	New
1910	KFI Key Financial Inc West Chester, Pennsylvania	$10.5K	$0	3	0%	Maintained
1911	PJC Phillip James Consulting Plymouth, Minnesota	$10.4K	+$8.77K	1	0.01%	New
1912	HIA HFM Investment Advisors Glassboro, New Jersey	$9.94K	+$5.86K	8	0%	Increased
1913	AWM Activest Wealth Management Aventure, Florida	$9.82K	-$25.5K	7	0%	Reduced
1914	Altshuler Shaham Tel Aviv, Israel	$9.68K	+$237	2	0%	Increased
1915	EAM Eukles Asset Management Cincinnati, Ohio	$9.52K	$0	1	0%	Maintained
1916	TAP Tounjian Advisory Partners Fort Myers, Florida	$9.38K	+$9.08K	3	0%	New
1917	AG AmeriFlex Group Las Vegas, Nevada	$8.97K	-$1.01K	2	0%	Reduced
1918	NFSG Newbridge Financial Services Group Boca Raton, Florida	$8.89K	-$1.01K	2	0%	Reduced
1919	T Tidemark San Diego, California	$8.86K	-$144	2	0%	Reduced
1920	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$8.83K	$0	1	0%	Maintained
1921	SIM Synergy Investment Management Altamonte Springs, Florida	$8.8K	+$206	2	0%	Increased
1922	OCM Osbon Capital Management Boston, Massachusetts	$8.48K	$0	2	0.01%	Maintained
1923	AP Aspect Partners Fairfax, Virginia	$8.45K	+$7.92K	1	0%	Increased
1924	KTC Kentucky Trust Company Danville, Kentucky	$8.45K	$0	1	0%	Maintained
1925	FFA Frazier Financial Advisors Columbus, Ohio	$8.19K	-$4.79K	1	0%	Reduced