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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
TPWA
TRUE Private Wealth Advisors
Oregon
$416K +$167K 5 0.07% Increased
1402
ACS
Archford Capital Strategies
Illinois
$415K +$220K 3 0.15% Increased
1403
RI
Ridgewood Investments
New Jersey
$415K -$229K 1 0.32% Reduced
1404
AMG
Asset Management Group
Connecticut
$413K $0 1 0.15% Maintained
1405
FNT
First Nebraska Trust
Nebraska
$412K -$37.8K 1 0.07% Reduced
1406
CFS
CRA Financial Services
New Jersey
$412K -$8.58K 1 0.25% Reduced
1407
AIS
American Investment Services
Massachusetts
$411K +$5.04K 1 0.13% Increased
1408
WIP
Wellesley Investment Partners
Massachusetts
$411K -$11.9K 1 0.14% Reduced
1409
LF
Lee Financial
Texas
$410K $0 3 0.09% Maintained
1410
TFS
TrustCore Financial Services
Tennessee
$409K +$41.1K 5 0.09% Increased
1411
Global Retirement Partners
Global Retirement Partners
California
$408K +$193K 6 0.08% Increased
1412
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$405K $0 1 0.17% Maintained
1413
EGA
E&G Advisors
Texas
$404K -$78.1K 1 0.17% Reduced
1414
AWM
Aevitas Wealth Management
Massachusetts
$402K -$67.9K 1 0.4% Reduced
1415
TA
TFG Advisers
Michigan
$402K +$2.35K 1 0.27% Increased
1416
FCB
First Command Bank
Texas
$399K $0 2 0.2% Maintained
1417
FCFS
First Command Financial Services
Texas
$399K $0 2 0.2% Maintained
1418
GHAM
Gilman Hill Asset Management
Connecticut
$399K +$395K 1 0.13% New
1419
GIA
Guyasuta Investment Advisors
Pennsylvania
$396K -$8.4K 1 0.04% Reduced
1420
CFA
Capstone Financial Advisors
Illinois
$394K +$14.8K 1 0.06% Increased
1421
SP
SWS Partners
Ohio
$393K +$379K 1 0.25% New
1422
MBT
Montecito Bank & Trust
California
$392K -$36.3K 1 0.12% Reduced
1423
PCM
Poehling Capital Management
Wisconsin
$390K -$940K 1 0.26% Reduced
1424
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$389K +$2.19K 1 0.08% Increased
1425
Addenda Capital
Addenda Capital
Quebec, Canada
$386K $0 1 0.03% Maintained