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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
CT
Coastline Trust
Rhode Island
$45.6K -$273K 1 0% Reduced
1627
API
Asset Planning Inc
California
$45.6K $0 1 0.03% Maintained
1628
CB
CNB Bank
Pennsylvania
$45.6K -$33.1K 2 0.02% Reduced
1629
MSWM
Mowery & Schoenfeld Wealth Management
Illinois
$45.3K +$39.4K 3 0.07% Increased
1630
T2I
Turim 21 Investimentos
Brazil
$45.3K $0 1 0.02% Maintained
1631
LCM
Leisure Capital Management
California
$44.7K +$43.1K 1 0.01% New
1632
WC
Westerkirk Capital
$44.3K $0 1 0% Maintained
1633
PWMG
Prestige Wealth Management Group
New Jersey
$43.6K -$6.51K 6 0.01% Reduced
1634
FC
Financial Consulate
Maryland
$43.1K -$3.41K 7 0.01% Reduced
1635
QFMHK
Q Fund Management (Hong Kong)
$43.1K +$46.1K 1 0.04% New
1636
DAM
Delta Asset Management
Tennessee
$42.7K $0 3 0% Maintained
1637
RA
Riversedge Advisors
Delaware
$42.6K -$1.29K 1 0.01% Reduced
1638
AG
AmeriFlex Group
Nevada
$42.5K -$68.1K 3 0.02% Reduced
1639
SWA
SOA Wealth Advisors
New York
$42.1K -$16K 3 0.01% Reduced
1640
FDW
Fourth Dimension Wealth
Ohio
$41.9K +$266 3 0.02% Increased
1641
GG
Gleason Group
Kentucky
$41.3K -$576 3 0% Reduced
1642
CAL
Capital Advisors Ltd
Ohio
$41K -$5.88K 5 0% Reduced
1643
HCM
Hilton Capital Management
New York
$40.9K -$170K 1 0% Reduced
1644
Park National Corp
Park National Corp
Ohio
$40.5K +$39K 1 0% New
1645
VCM
Viewpoint Capital Management
Washington
$40.3K $0 1 0.02% Maintained
1646
AWM
Abound Wealth Management
Tennessee
$39.8K -$15.2K 5 0.01% Reduced
1647
JIR
James Investment Research
Ohio
$39.4K $0 1 0% Maintained
1648
PRAG
Portfolio Resources Advisor Group
Florida
$39.4K +$36.8K 1 0.04% New
1649
NorthRock Partners
NorthRock Partners
Minnesota
$39.1K -$232K 1 0% Reduced
1650
Evelyn Partners Investment Management
Evelyn Partners Investment Management
$38.9K -$10.1K 1 0% Reduced