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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
MSA
Marino Stram & Associates
Massachusetts
$98K +$88.5K 4 0.09% New
1552
OWA
One Wealth Advisors
California
$97K +$89.7K 3 0.08% New
1553
VEA
Virtus ETF Advisers
New York
$94K +$93.4K 1 0.12% New
1554
ARMT
Amica Retiree Medical Trust
Rhode Island
$90K $0 1 0.07% Maintained
1555
JFA
JNBA Financial Advisors
Minnesota
$90K +$191 4 0.02% Increased
1556
BCM
Blume Capital Management
California
$88K -$5.03K 3 0.05% Reduced
1557
FGC
Financial Gravity Companies
Texas
$88K +$83.3K 7 0.1% New
1558
TCCM
Timber Creek Capital Management
Massachusetts
$87K $0 2 0.05% Maintained
1559
CAL
Capital Advisors Ltd
Ohio
$86K $0 2 0.03% Maintained
1560
SIAS
Shine Investment Advisory Services
Colorado
$84K $0 2 0.04% Maintained
1561
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$83K -$424K 2 0.01% Reduced
1562
CAW
Cornerstone Advisors (Washington)
Washington
$78K $0 5 0.05% Maintained
1563
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$78K -$460K 2 0% Reduced
1564
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$77K +$5.19K 3 0.05% Increased
1565
THWM
Taylor Hoffman Wealth Management
Virginia
$75K +$65.4K 3 0.07% New
1566
BC
Barnett & Company
Tennessee
$72K -$5.24K 2 0.04% Reduced
1567
MWM
MinichMacGregor Wealth Management
New York
$72K $0 4 0.06% Maintained
1568
JCM
Jacobi Capital Management
Pennsylvania
$71K +$53.8K 3 0.02% Increased
1569
LWA
Lowe Wealth Advisors
Maryland
$71K $0 2 0.04% Maintained
1570
GFP
Gryphon Financial Partners
Ohio
$70K +$66.4K 5 0.04% New
1571
NMC
Nine Masts Capital
Hong Kong
$67K +$1.86K 1 0.01% Increased
1572
PWPS
Pinnacle Wealth Planning Services
Ohio
$66K +$62.2K 1 0.13% New
1573
BWP
BSW Wealth Partners
Colorado
$65K -$15.6K 1 0.03% Reduced
1574
FRA
Front Row Advisors
California
$65K +$61.8K 3 0.05% New
1575
CP
Corbenic Partners
Pennsylvania
$64K -$12.4K 1 0.08% Reduced