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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
VC
Vestor Capital
Illinois
$62K +$3.05M 1 0% Increased
1602
SP
SmartHarvest Portfolios
Washington
$61.6K +$59.3K 1 0.02% New
1603
WBC
Westpac Banking Corp
Australia
$61.5K $0 1 0% Maintained
1604
RB
Renasant Bank
Mississippi
$60.9K +$6.67K 1 0.04% Increased
1605
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$60.1K +$5.49K 7 0% Increased
1606
POIA
Pin Oak Investment Advisors
Texas
$59K $0 3 0.04% Maintained
1607
JEST
JTC Employer Solutions Trustee
Jersey
$58K $0 1 0% Maintained
1608
HI
Hoey Investments
Pennsylvania
$57.9K -$12 3 0.01% Reduced
1609
VNA
Valley National Advisers
Pennsylvania
$56K -$46.8K 2 0.01% Reduced
1610
CWM
Consultiva Wealth Management
Puerto Rico
$55.3K -$8.59K 2 0.16% Reduced
1611
SCM
Silvant Capital Management
Georgia
$53.7K $0 1 0% Maintained
1612
GA
GoalVest Advisory
New York
$53.2K +$52.8K 2 0.01% New
1613
SWM
Sendero Wealth Management
Texas
$53.2K $0 1 0.01% Maintained
1614
PAM
Paradigm Asset Management
New York
$52.9K $0 2 0.01% Maintained
1615
Country Trust Bank
Country Trust Bank
Illinois
$52.6K -$634 3 0% Reduced
1616
Chilton Capital Management
Chilton Capital Management
Texas
$52K $0 3 0% Maintained
1617
BBP
Banco BTG Pactual
Brazil
$50.4K -$202K 1 0.01% Reduced
1618
AMPWP
Alvarez & Marsal Private Wealth Partners
Florida
$50.2K +$49.9K 1 0.01% New
1619
BFS
Beacon Financial Strategies
North Carolina
$49.6K +$51.6K 3 0.03% New
1620
Circle Wealth Management
Circle Wealth Management
New Jersey
$48.7K +$47K 1 0% New
1621
CWA
Clearview Wealth Advisors
Oregon
$47.6K +$306 1 0.03% Increased
1622
RDWM
Red Door Wealth Management
Tennessee
$46.9K $0 1 0% Maintained
1623
PP
PFS Partners
New Jersey
$46.4K +$9.68K 5 0.02% Increased
1624
NECFA
New England Capital Financial Advisors
Connecticut
$46K +$737 2 0.02% Increased
1625
GPI
General Partner Inc
Pennsylvania
$45.8K $0 1 0.03% Maintained