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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
1551
CAL
Capital Advisors Ltd
Ohio
$44K +$943 4 0% Increased
1552
SWM
SHP Wealth Management
Massachusetts
$43.9K +$1.08K 9 0% Increased
1553
Foster Group
Foster Group
Iowa
$43.8K $0 1 0% Maintained
1554
PWMG
Prestige Wealth Management Group
New Jersey
$43.7K -$2.97K 4 0.01% Reduced
1555
CWIG
Chung Wu Investment Group
Texas
$43.6K +$23.6K 2 0.03% Increased
1556
RDFA
Ritter Daniher Financial Advisory
Ohio
$43.5K -$24.5K 2 0.01% Reduced
1557
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.4K -$10.3K 1 0% Reduced
1558
NFSG
Newbridge Financial Services Group
Florida
$42.9K +$22.5K 3 0.01% Increased
1559
GG
Gleason Group
Kentucky
$42.7K -$37.9K 3 0% Reduced
1560
HWP
Highline Wealth Partners
California
$42.5K +$1.15K 7 0.01% Increased
1561
CT
Clearstead Trust
Maine
$42.2K -$35.8K 3 0.01% Reduced
1562
NWM
Nolet Wealth Management
Texas
$42.1K +$42K 1 0.02% New
1563
SEP
Signature Equity Partners
Ohio
$41.6K -$10K 3 0.02% Reduced
1564
North Star Asset Management
North Star Asset Management
Wisconsin
$41.5K $0 1 0% Maintained
1565
EWP
Elevation Wealth Partners
California
$41.3K +$31.9K 6 0.01% Increased
1566
LCM
Leisure Capital Management
California
$41.3K -$2.6K 1 0.01% Reduced
1567
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$41.1K +$5.55K 7 0% Increased
1568
BWIA
Bryant Woods Investment Advisors
New York
$40.4K +$40.2K 1 0.01% New
1569
QFMHK
Q Fund Management (Hong Kong)
$40.2K $0 1 0.04% Maintained
1570
UCB
United Community Bank
South Carolina
$40K -$23.1K 2 0.01% Reduced
1571
FPB
First PREMIER Bank
South Dakota
$40K $0 2 0.01% Maintained
1572
TCM
Triumph Capital Management
Colorado
$39.7K +$5.07K 3 0.01% Increased
1573
MCM
Manchester Capital Management
Vermont
$39.2K -$2.83K 6 0.01% Reduced
1574
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$38.9K $0 2 0.01% Maintained
1575
SWA
SOA Wealth Advisors
New York
$38.1K -$6.7K 3 0.01% Reduced