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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
1526
CWP
Concord Wealth Partners
Virginia
$50.9K +$56.9K 3 0.01% New
1527
AG
AmeriFlex Group
Nevada
$50.9K +$18.7K 6 0.02% Increased
1528
TCM
TD Capital Management
Tennessee
$50.8K $0 2 0% Maintained
1529
CIS
Custom Index Systems
New York
$50K +$47.7K 1 0.02% New
1530
Palisade Capital Management
Palisade Capital Management
New Jersey
$49.4K -$506K 1 0% Reduced
1531
First Command Advisory Services
First Command Advisory Services
Texas
$49.1K -$185K 4 0% Reduced
1532
RP
Raelipskie Partnership
Ontario, Canada
$49.1K -$12.9K 1 0.02% Reduced
1533
AAG
Armstrong Advisory Group
Massachusetts
$48.8K +$6.29K 4 0% Increased
1534
HNW
High Note Wealth
Minnesota
$48.7K -$12.4K 4 0.01% Reduced
1535
IHT Wealth Management
IHT Wealth Management
Illinois
$48K -$715K 1 0% Reduced
1536
HCWM
Hidden Cove Wealth Management
Washington
$47.6K +$47.4K 1 0.03% New
1537
BFS
Beacon Financial Strategies
North Carolina
$47.1K $0 3 0.02% Maintained
1538
PPC
Park Place Capital
Alabama
$46.9K $0 1 0.01% Maintained
1539
SMBT
Southern Michigan Bank & Trust
Michigan
$46.6K -$2.23K 1 0.02% Reduced
1540
DE
Diversified Enterprises
Delaware
$46.4K +$46.2K 1 0% New
1541
GPI
General Partner Inc
Pennsylvania
$46.2K $0 1 0.02% Maintained
1542
HJIM
Henry James International Management
New York
$46.1K $0 1 0.01% Maintained
1543
EWM
Endowment Wealth Management
Wisconsin
$46.1K -$4.15K 1 0.02% Reduced
1544
VNA
Valley National Advisers
Pennsylvania
$45.4K -$5.17K 2 0.01% Reduced
1545
CreativeOne Wealth
CreativeOne Wealth
Kansas
$45.3K +$57.8K 1 0% New
1546
CMA
Cedar Mountain Advisors
Oregon
$45.2K +$1.53K 5 0.01% Increased
1547
QPWM
Quadrant Private Wealth Management
Pennsylvania
$45K +$44.6K 1 0.01% New
1548
MFS
Madrona Financial Services
Washington
$44.9K +$11 1 0.01% Increased
1549
SCM
Silvant Capital Management
Georgia
$44.8K $0 1 0% Maintained
1550
Kestra Investment Management
Kestra Investment Management
Texas
$44.7K -$131 1 0% Reduced