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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
1501
PA
Perennial Advisors
New York
$22K $0 1 0.01% Maintained
1502
RWM
Raffa Wealth Management
District of Columbia
$21.1K -$793 2 0.01% Reduced
1503
LA
Legacy Advisors
Pennsylvania
$21K +$22.2K 3 0.02% New
1504
TFO
Tarbox Family Office
California
$21K +$2.27K 3 0.01% Increased
1505
CWM
Catamount Wealth Management
Connecticut
$20K $0 1 0.01% Maintained
1506
GAM
Gemmer Asset Management
California
$20K +$7.13K 3 0.01% Increased
1507
GWA
Guidant Wealth Advisors
Illinois
$20K $0 1 0.01% Maintained
1508
HDIM
Hanson & Doremus Investment Management
Vermont
$20K $0 1 0.01% Maintained
1509
SJIM
St. Johns Investment Management
Florida
$20K $0 1 0.01% Maintained
1510
HI
Hudock Inc
Pennsylvania
$18K -$31.1K 1 0.01% Reduced
1511
HMS
Hanseatic Management Services
New Mexico
$17K +$15.9K 1 0.02% New
1512
JCM
Jacobi Capital Management
Pennsylvania
$16K +$12.9K 2 0.01% Increased
1513
WAS
Winch Advisory Services
Wisconsin
$16K $0 1 0.01% Maintained
1514
PCFFS
Pacific Center for Financial Services
California
$15K $0 1 0.01% Maintained
1515
CFD
Creative Financial Designs
Indiana
$14K $0 3 0.01% Maintained
1516
GEA
Glen Eagle Advisors
New Jersey
$13.9K -$5.89K 1 0.01% Reduced
1517
CIA
Cascade Investment Advisors
Oregon
$13.2K $0 1 0.01% Maintained
1518
AWMS
Advocacy Wealth Management Services
Georgia
$13K $0 1 0.01% Maintained
1519
HFM
Hartford Financial Management
Connecticut
$13K $0 1 0.01% Maintained
1520
MFBTD
MB Financial Bank - Trust Department
Illinois
$13K $0 1 0% Maintained
1521
NCM
New Capital Management
Texas
$13K $0 1 0.02% Maintained
1522
TIM
Tortoise Investment Management
New York
$13K $0 2 0% Maintained
1523
CIM
Contravisory Investment Management
Massachusetts
$12K +$11.7K 1 0% New
1524
EWM
Edge Wealth Management
New York
$12K -$87.8K 1 0% Reduced
1525
PO
Private Ocean
California
$11K +$10.5K 1 0.01% New