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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
1926
FFA
Frazier Financial Advisors
Ohio
$8.19K -$4.79K 1 0% Reduced
1927
DWA
Delos Wealth Advisors
Texas
$7.97K +$8.16K 1 0% New
1928
SWIM
Smallwood Wealth Investment Management
New Jersey
$7.92K -$1.39K 3 0% Reduced
1929
MP
McDonald Partners
Ohio
$7.89K +$8.08K 1 0% New
1930
MASM
MH & Associates Securities Management
California
$7.89K $0 1 0.01% Maintained
1931
TCM
TD Capital Management
Tennessee
$7.82K -$85 1 0% Reduced
1932
SWA
SOA Wealth Advisors
New York
$7.78K +$371K 3 0% Increased
1933
VL
Vima LLC
Michigan
$7.74K +$7.3K 1 0.01% New
1934
SWP
Strategic Wealth Partners
Ohio
$7.64K -$1.07K 2 0% Reduced
1935
APW
Allied Private Wealth
Florida
$7.57K +$7.99K 2 0% New
1936
HNW
High Note Wealth
Minnesota
$7.48K -$4.35K 3 0% Reduced
1937
ITIM
Indiana Trust & Investment Management
Indiana
$7.28K $0 1 0% Maintained
1938
UFPG
United Financial Planning Group
New York
$7.18K +$7.35K 1 0% New
1939
HIA
Highland Investment Advisors
Florida
$7.15K +$6.69K 2 0% New
1940
SRCM
Signature Resources Capital Management
California
$6.76K $0 2 0% Maintained
1941
CT
Colonial Trust
South Carolina
$6.76K -$6.22K 4 0% Reduced
1942
Vanguard National Trust
Vanguard National Trust
Pennsylvania
$6.63K +$2.75K 1 0% Increased
1943
SC
Swan Capital
Florida
$6.4K +$348 3 0% Increased
1944
FC
Fairscale Capital
New Hampshire
$6.24K $0 1 0% Maintained
1945
AF
Alerus Financial
North Dakota
$5.96K $0 2 0% Maintained
1946
BH
Burk Holdings
Oklahoma
$5.8K $0 2 0% Maintained
1947
ATC
Adirondack Trust Company
New York
$5.58K $0 1 0% Maintained
1948
Country Trust Bank
Country Trust Bank
Illinois
$5.42K $0 1 0% Maintained
1949
ACA
American Capital Advisory
Idaho
$5.22K -$820 5 0% Reduced
1950
GFA
Godfrey Financial Associates
New York
$5.01K $0 3 0% Maintained