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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
1951
FPF
First Pacific Financial
Washington
$4.67K -$2.48K 1 0% Reduced
1952
PSFG
Park Square Financial Group
Georgia
$4.59K -$2.81K 2 0.04% Reduced
1953
RWPA
Richard W. Paul & Associates
Michigan
$4.54K $0 1 0% Maintained
1954
PS
Planning Strategies
Pennsylvania
$4.35K +$4.3K 4 0% New
1955
AIM
Axiom Investment Management
New York
$4.34K +$4.39K 2 0% New
1956
1CP
1015 Capital Partners
Pennsylvania
$4.31K +$323 3 0% Increased
1957
CYG
Clean Yield Group
Vermont
$4.25K $0 1 0% Maintained
1958
Aviso Financial
Aviso Financial
Ontario, Canada
$4.09K -$241K 1 0% Reduced
1959
BCPWM
Bradley & Co Private Wealth Management
Florida
$4.02K $0 1 0% Maintained
1960
TM
Torren Management
California
$3.99K +$31 3 0% Increased
1961
PB
Prosperity Bancshares
Texas
$3.96K +$1.24K 2 0% Increased
1962
SNB
Security National Bank
Nebraska
$3.84K -$2.04K 2 0% Reduced
1963
GWM
Gilpin Wealth Management
Colorado
$3.83K +$260 4 0% Increased
1964
EF
Entrust Financial
Pennsylvania
$3.72K $0 1 0% Maintained
1965
CWM
Copia Wealth Management
Oregon
$3.67K $0 2 0% Maintained
1966
MAM
Marquette Asset Management
Minnesota
$3.59K -$3.6K 2 0% Reduced
1967
PS
PayPay Securities
Japan
$3.41K -$471 4 0.08% Reduced
1968
CIAS
CBIZ Investment Advisory Services
Ohio
$3.18K $0 1 0% Maintained
1969
FA
Financial Avengers
California
$2.66K $0 1 0% Maintained
1970
WBWA
William B. Walkup & Associates
South Carolina
$2.59K +$2.59K 1 0% New
1971
CWM
Consultiva Wealth Management
Puerto Rico
$2.37K $0 1 0.01% Maintained
1972
DCM
Davis Capital Management
Florida
$2.34K +$1.24K 6 0% Increased
1973
AW
Ankerstar Wealth
Texas
$2.27K +$283 4 0% Increased
1974
DF
DecisionPoint Financial
Arizona
$2.27K +$1.3K 8 0% Increased
1975
BCV
Banque Cantonale Vaudoise
Switzerland
$2.24K -$358K 3 0% Reduced