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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
SWA
SOA Wealth Advisors
New York
$38.7K -$3.93K 3 0.01% Reduced
1602
North Star Asset Management
North Star Asset Management
Wisconsin
$38.6K $0 1 0% Maintained
1603
SF
Symphony Financial
Texas
$38.3K +$38.1K 1 0.01% New
1604
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$37.3K -$25.3K 6 0% Reduced
1605
QFMHK
Q Fund Management (Hong Kong)
$37.2K $0 1 0.09% Maintained
1606
Bensler
Bensler
Washington
$34.9K $0 1 0% Maintained
1607
DCM
Davis Capital Management
Florida
$34.9K $0 2 0.02% Maintained
1608
ACM
Anfield Capital Management
California
$34.3K +$24.5K 4 0.01% Increased
1609
Country Trust Bank
Country Trust Bank
Illinois
$34K -$17K 2 0% Reduced
1610
Cornerstone Planning Group
Cornerstone Planning Group
New Jersey
$34K +$9.9K 7 0% Increased
1611
VisionPoint Advisory Group
VisionPoint Advisory Group
Texas
$33.9K -$8.11K 1 0.01% Reduced
1612
WA
Whipplewood Advisors
Colorado
$33.7K +$31.7K 6 0.02% Increased
1613
PAG
Paladin Advisory Group
Iowa
$33.4K $0 1 0.03% Maintained
1614
SHFG
S Harris Financial Group
Texas
$33.3K +$200 1 0.03% Increased
1615
James Investment Research
James Investment Research
Ohio
$33.2K $0 1 0% Maintained
1616
MCM
Monument Capital Management
Virginia
$32.6K +$2.92K 1 0.01% Increased
1617
BWAM
Boyd Watterson Asset Management
Ohio
$32.2K -$33.2K 2 0.01% Reduced
1618
Forum Financial Management
Forum Financial Management
Illinois
$32.1K -$826K 1 0% Reduced
1619
Mountain Capital Investment Advisors
Mountain Capital Investment Advisors
Colorado
$32K $0 1 0% Maintained
1620
LWMI
Legacy Wealth Management (Idaho)
Idaho
$31.9K $0 3 0.02% Maintained
1621
Evelyn Partners Investment Management
Evelyn Partners Investment Management
$31.6K -$7.95K 1 0% Reduced
1622
ICP
Impact Capital Partners
Colorado
$31.4K +$30.7K 1 0.01% New
1623
NWF Advisory Services
NWF Advisory Services
California
$30.7K -$4.52K 1 0% Reduced
1624
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$30.7K $0 1 0.01% Maintained
1625
SJS Investment Consulting
SJS Investment Consulting
Ohio
$30.7K -$2.21K 8 0% Reduced