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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
1301
DRS
Deane Retirement Strategies
Louisiana
$33K -$4.11K 0 – Closed
1302
AIM
Advantage Investment Management
Iowa
$32K -$7.36K 2 0.02% Reduced
1303
CCS
Crosspoint Capital Strategies
California
$32K $0 2 0.01% Maintained
1304
SIG
Stanford Investment Group
California
$31K $0 1 0.02% Maintained
1305
MCM
MV Capital Management
Maryland
$30K +$27.9K 1 0.01% Increased
1306
JWA
JFS Wealth Advisors
Pennsylvania
$29K -$228 1 0.01% Reduced
1307
CFSG
Community Financial Services Group
Vermont
$27K -$5.4K 2 0.01% Reduced
1308
Brookstone Capital Management
Brookstone Capital Management
Illinois
$26K +$27.3K 4 0% New
1309
GAM
Gemmer Asset Management
California
$25K -$590 3 0.02% Reduced
1310
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$24K $0 1 0.01% Maintained
1311
ED
Exane Derivatives
France
$23.1K $0 4 0% Maintained
1312
MBT
Monroe Bank & Trust
Michigan
$23K $0 1 0.01% Maintained
1313
PSI
Pinnacle Summer Investments
Virginia
$23K -$93K 2 0% Reduced
1314
VCM
Vigilant Capital Management
Maine
$23K $0 1 0% Maintained
1315
SFPIA
Stevens First Principles Investment Advisors
California
$22K $0 2 0.01% Maintained
1316
CFN
Cordasco Financial Network
Florida
$21K $0 1 0.02% Maintained
1317
FAM
Formidable Asset Management
Ohio
$20K $0 1 0.01% Maintained
1318
RAM
Riggs Asset Management
Pennsylvania
$20K +$13.5K 2 0.01% Increased
1319
WOC
West Oak Capital
California
$20K $0 1 0.01% Maintained
1320
AF
Arrow Financial
New York
$18K -$1.81K 3 0% Reduced
1321
CIM
CenturyLink Investment Management
Colorado
$17K -$103K 1 0.01% Reduced
1322
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$16K +$16.6K 1 0.02% New
1323
BG
Bollard Group
Massachusetts
$14K -$22.9K 1 0% Reduced
1324
MUS
Mitsubishi UFJ Securities
Japan
$14K -$10.4K 1 0.09% Reduced
1325
TFO
Tarbox Family Office
California
$14K $0 3 0.01% Maintained