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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
1626
AG
AmeriFlex Group
Nevada
$101K -$75.7K 4 0.05% Reduced
1627
KB
Kimelman & Baird
New York
$101K $0 1 0.01% Maintained
1628
FP
Financial Perspectives
Minnesota
$100K +$12.8K 4 0.03% Increased
1629
Eastern Bank
Eastern Bank
Massachusetts
$99.8K -$33.4K 4 0% Reduced
1630
TPWA
Twin Peaks Wealth Advisors
California
$98.6K +$103K 9 0.03% New
1631
BWAM
Boyd Watterson Asset Management
Ohio
$98.4K $0 2 0.03% Maintained
1632
JWA
JFS Wealth Advisors
Pennsylvania
$96.1K -$2.13K 7 0.01% Reduced
1633
HNW
High Note Wealth
Minnesota
$95.9K +$2.6K 6 0.02% Increased
1634
AA
Addison Advisors
Vermont
$95.5K +$743 6 0.02% Increased
1635
KA
Kercheville Advisors
Texas
$95K +$95.9K 1 0.03% New
1636
JGIA
Jackson Grant Investment Advisers
Connecticut
$93.7K $0 1 0.03% Maintained
1637
WIM
Westside Investment Management
California
$93.6K +$49.7K 5 0.02% Increased
1638
SWA
SOA Wealth Advisors
New York
$93.1K +$923 4 0.02% Increased
1639
BWM
Bulltick Wealth Management
Florida
$92.8K +$93.7K 1 0.02% New
1640
FDP
Financiere des Professionnels
Quebec, Canada
$91.5K $0 1 0.01% Maintained
1641
TC
Truvestments Capital
Florida
$91K -$18.3K 4 0.02% Reduced
1642
Cohen & Steers
Cohen & Steers
New York
$91K $0 1 0% Maintained
1643
FCT
Family Capital Trust
Massachusetts
$90.8K $0 1 0.03% Maintained
1644
1WA
180 Wealth Advisors
Washington
$90.6K +$3.57K 1 0.01% Increased
1645
BCM
Blume Capital Management
California
$90.4K -$35.7K 4 0.02% Reduced
1646
OBWG
Onyx Bridge Wealth Group
New York
$90.1K $0 1 0.01% Maintained
1647
GG
Gleason Group
Kentucky
$89.9K +$750 3 0.01% Increased
1648
CB
CNB Bank
Pennsylvania
$89.8K -$51.5K 3 0.04% Reduced
1649
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$88.8K -$55.1K 2 0.02% Reduced
1650
CWM
Chemistry Wealth Management
New York
$88.2K $0 1 0.02% Maintained