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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
1401
TFA
Transamerica Financial Advisors
Florida
$43K $0 2 0% Maintained
1402
WA
WealthTrust-Arizona
Arizona
$43K +$593 2 0.03% Increased
1403
EWM
Endurance Wealth Management
Rhode Island
$42K -$23.7K 2 0.01% Reduced
1404
ATC
Adirondack Trust Company
New York
$37K $0 2 0.03% Maintained
1405
AF
Arrow Financial
New York
$36K -$3.74K 3 0.01% Reduced
1406
PCTC
Perkins Coie Trust Company
Washington
$36K $0 2 0.02% Maintained
1407
KAS
Kemnay Advisory Services
New York
$34K $0 1 0.02% Maintained
1408
VCM
Vigilant Capital Management
Maine
$34K -$44K 1 0.01% Reduced
1409
MBT
Monroe Bank & Trust
Michigan
$32K +$9.32K 2 0.01% Increased
1410
VCM
Versant Capital Management
Arizona
$32K -$5.52K 4 0.02% Reduced
1411
Flow Traders U.S.
Flow Traders U.S.
New York
$30K -$17.5K 1 0% Reduced
1412
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$30K $0 1 0.02% Maintained
1413
GAM
Gemmer Asset Management
California
$30K $0 3 0.02% Maintained
1414
Balentine LLC
Balentine LLC
Georgia
$29K -$5.28K 3 0.01% Reduced
1415
TJHA
Thomas J. Herzfeld Advisors
Florida
$29K $0 1 0.02% Maintained
1416
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$25K $0 1 0.02% Maintained
1417
WC
Whitnell & Co
Illinois
$25K +$1.6K 3 0.01% Increased
1418
RAM
Riggs Asset Management
Pennsylvania
$24K $0 2 0.02% Maintained
1419
BCM
Blume Capital Management
California
$23K $0 2 0.02% Maintained
1420
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$21K $0 1 0.02% Maintained
1421
CFN
Cordasco Financial Network
Florida
$20K $0 1 0.02% Maintained
1422
JFA
JNBA Financial Advisors
Minnesota
$20K +$3.74K 3 0.01% Increased
1423
NC
NewSquare Capital
Pennsylvania
$19K +$12.5K 2 0.01% Increased
1424
TFO
Tarbox Family Office
California
$19K +$867 3 0.01% Increased
1425
RWM
Raffa Wealth Management
District of Columbia
$18.7K +$5.34K 5 0.01% Increased