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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
2001	MIM Marshall Investment Management Littleton, Colorado	$1.12K	+$1.04K	1	0%	New
2002	HWM HighMark Wealth Management St. Paul, Minnesota	$1.12K	+$1.04K	1	0%	New
2003	PWS Peterson Wealth Services South Ogden, Utah	$1.03K	$0	1	0%	Maintained
2004	NWM Navigoe Wealth Management Redondo Beach, California	$1K	+$2.93K	8	0%	New
2005	POIA Pin Oak Investment Advisors Houston, Texas	$1K	+$323	1	0%	Increased
2006	FGA Fortis Group Advisors Westwood, New Jersey	$947	-$1.02M	1	0%	Reduced
2007	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$900	+$38	2	0%	Increased
2008	RF Robinswood Financial Kirkland, Washington	$875	$0	1	0%	Maintained
2009	HHGA Halbert Hargrove Global Advisors Long Beach, California	$874	+$735	2	0%	New
2010	DRP Decker Retirement Planning Levi, Utah	$868	+$889	1	0%	New
2011	B Bayban Bayport, Minnesota	$745	$0	1	0%	Maintained
2012	BCM Blume Capital Management Berkeley, California	$745	$0	1	0%	Maintained
2013	OW Olistico Wealth Tulsa, Oklahoma	$742	$0	1	0%	Maintained
2014	FAI Fiduciary Advisors Inc St. Louis, Missouri	$732	$0	1	0%	Maintained
2015	GSEP Golden State Equity Partners South Coast Metro, California	$710	-$850K	1	0%	Reduced
2016	PFA Pillar Financial Advisors Louisville, Kentucky	$667	$0	1	0%	Maintained
2017	MCA Maryland Capital Advisors Chester, Maryland	$652	+$652	6	0%	New
2018	3FI 3 Factor Indexing Sacramento, California	$451	$0	2	0%	Maintained
2019	Copeland Capital Management Conshohocken, Pennsylvania	$447	$0	1	0%	Maintained
2020	WestEnd Advisors Charlotte, North Carolina	$439	-$760	1	0%	Reduced
2021	DFA DHJJ Financial Advisors Naperville, Illinois	$373	$0	1	0%	Maintained
2022	MS Monetary Solutions Dayton, Ohio	$372	+$348	1	0%	New
2023	JFG JDM Financial Group Austin, Texas	$342	$0	1	0%	Maintained
2024	SG Sankala Group Lyons, Colorado	$331	+$323	1	0%	New
2025	MCA McGuire Capital Advisors Bethany, Oklahoma	$277	-$1.38K	2	0%	Reduced