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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
1601
SPI
Santori & Peters Inc
Pennsylvania
$39K +$42.9K 6 0.04% New
1602
TFO
Tarbox Family Office
California
$38K +$13.7K 3 0.02% Increased
1603
ATC
Adirondack Trust Company
New York
$37K -$7K 2 0.03% Reduced
1604
Close Asset Management
Close Asset Management
United Kingdom
$37K $0 1 0% Maintained
1605
RIA
RPG Investment Advisory
California
$37K $0 1 0.01% Maintained
1606
CFD
Creative Financial Designs
Indiana
$35K +$18.1K 3 0.02% Increased
1607
NC
NewSquare Capital
Pennsylvania
$35K $0 1 0.01% Maintained
1608
PWM
Paulson Wealth Management
Illinois
$35K +$33.4K 4 0.03% New
1609
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$33K +$35.3K 1 0.01% New
1610
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$33K -$5.79K 2 0.02% Reduced
1611
EAM
Exane Asset Management
France
$32K +$31.5K 1 0.01% New
1612
FPB
First PREMIER Bank
South Dakota
$32K -$11.7K 1 0.02% Reduced
1613
PCTC
Perkins Coie Trust Company
Washington
$32K $0 2 0.02% Maintained
1614
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$31K +$31.2K 3 0.03% New
1615
NIM
NuWave Investment Management
New Jersey
$30K +$28.8K 2 0.04% New
1616
KPCM
Kings Point Capital Management
New York
$29K $0 1 0.01% Maintained
1617
MWM
Mascoma Wealth Management
New Hampshire
$29K -$138K 2 0.02% Reduced
1618
MBT
Monroe Bank & Trust
Michigan
$29K +$27.6K 1 0.01% New
1619
NSB
Norway Savings Bank
Maine
$29K -$20K 1 0.03% Reduced
1620
PW
Price Wealth
Texas
$27K +$26.2K 2 0.02% New
1621
SP
SWS Partners
Ohio
$27K +$25.9K 1 0.02% New
1622
AIS
Accurate Investment Solutions
Pennsylvania
$25K -$5.65K 1 0.02% Reduced
1623
GAM
Gemmer Asset Management
California
$25K +$2.56K 3 0.01% Increased
1624
TDC
Thompson Davis & Co
Virginia
$25K -$43.2K 2 0.06% Reduced
1625
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$24.5K -$138K 3 0% Reduced