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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
1351
OFS
Orrstown Financial Services
Pennsylvania
$13K +$12.5K 1 0.02% New
1352
SJIM
St. Johns Investment Management
Florida
$13K $0 1 0.01% Maintained
1353
RWM
Raffa Wealth Management
District of Columbia
$12.7K $0 5 0.01% Maintained
1354
AP
Atwood & Palmer
Missouri
$12K +$11.7K 1 0% New
1355
BG
Bollard Group
Massachusetts
$12K $0 1 0% Maintained
1356
FIG
Fusion Investment Group
Pennsylvania
$11K +$11.2K 1 0.03% New
1357
SSG
Summit Securities Group
New York
$11K -$36.9K 1 0.01% Reduced
1358
BCFS
Butensky & Cohen Financial Security
Florida
$10K -$1.26M 2 0.01% Reduced
1359
Pathstone Family Office
Pathstone Family Office
New Jersey
$9K $0 1 0.02% Maintained
1360
BWFA
Baltimore-Washington Financial Advisors
Maryland
$8K $0 1 0% Maintained
1361
HCM
Horrell Capital Management
Arkansas
$8K +$7.78K 1 0.01% New
1362
SFPIA
Stevens First Principles Investment Advisors
California
$8K -$14K 1 0.01% Reduced
1363
TIM
Tortoise Investment Management
New York
$8K $0 1 0% Maintained
1364
UFA
US Financial Advisors
Massachusetts
$8K $0 2 0.01% Maintained
1365
AC
Alexandria Capital
Virginia
$7K -$3.95K 1 0% Reduced
1366
FAM
Fortaleza Asset Management
Illinois
$7K $0 1 0% Maintained
1367
LWA
Lenox Wealth Advisors
New York
$5K +$5.69K 1 0% New
1368
LYV
Live Your Vision
Pennsylvania
$5K +$5.55K 1 0% New
1369
NSIM
North Star Investment Management
Illinois
$5K $0 1 0% Maintained
1370
OC
Oakworth Capital
Alabama
$5K $0 2 0% Maintained
1371
RPG
Risk Paradigm Group
Texas
$5K +$5.46K 1 0.01% New
1372
MCF Advisors
MCF Advisors
Kentucky
$4K +$72 1 0% Increased
1373
RCG
Ruggie Capital Group
Florida
$4K -$10K 1 0% Reduced
1374
TC
Trust Company
Kansas
$4K $0 1 0% Maintained
1375
WCBA
Weaver C. Barksdale & Associates
Tennessee
$4K -$1.33K 1 0% Reduced