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Alcohol

Brewers, distillers, and winemakers sell brands with very long lives and steady pricing power. Volumes are flat in mature markets, so growth has to come from premium products and from newer ones.

24 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1251
CFN
Cordasco Financial Network
Florida
$18K $0 1 0.01% Maintained
1252
AAM
American Asset Management
Florida
$17K +$17.4K 1 0.01% New
1253
CAW
Cornerstone Advisors (Washington)
Washington
$15K -$609 3 0.01% Reduced
1254
WCM
Wealthcare Capital Management
Virginia
$15K +$15.9K 2 0% New
1255
AF
Arrow Financial
New York
$14K +$7.04K 2 0% Increased
1256
LWA
Lenox Wealth Advisors
New York
$14K $0 1 0.01% Maintained
1257
TFO
Tarbox Family Office
California
$14K +$1.53K 3 0.01% Increased
1258
Waverly Advisors
Waverly Advisors
Alabama
$14K -$64.3K 2 0.01% Reduced
1259
RWM
Raffa Wealth Management
District of Columbia
$13.1K +$3.88K 5 0.01% Increased
1260
SJIM
St. Johns Investment Management
Florida
$13K $0 1 0.01% Maintained
1261
AC
Alexandria Capital
Virginia
$12K $0 1 0.01% Maintained
1262
BCM
Blume Capital Management
California
$12K $0 1 0.01% Maintained
1263
FWM
Focused Wealth Management
New York
$12K $0 1 0.01% Maintained
1264
DSC
Duncker Streett & Co
Missouri
$11K +$11.7K 1 0% New
1265
JWA
JFS Wealth Advisors
Pennsylvania
$11K -$121 1 0% Reduced
1266
MCF Advisors
MCF Advisors
Kentucky
$10K $0 2 0% Maintained
1267
1832 Asset Management
1832 Asset Management
Ontario, Canada
$9K $0 1 0% Maintained
1268
DOA
D'Orazio & Associates
Virginia
$8K $0 1 0.01% Maintained
1269
CIM
Contravisory Investment Management
Massachusetts
$7K $0 1 0% Maintained
1270
RAM
Riggs Asset Management
Pennsylvania
$7K +$7.3K 1 0% New
1271
NSIM
North Star Investment Management
Illinois
$6K -$24K 1 0% Reduced
1272
OC
Oakworth Capital
Alabama
$5K $0 1 0% Maintained
1273
HRIA
Haberer Registered Investment Advisor
Ohio
$4K $0 1 0% Maintained
1274
SCM
Siphron Capital Management
California
$4K $0 1 0.01% Maintained
1275
CCM
Cupps Capital Management
Illinois
$3K $0 1 0% Maintained