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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
1651
ADL
Asset Dedication LLC
California
$18.9K +$3.69K 7 0% Increased
1652
NF
Napier Financial
Massachusetts
$18.8K -$695 2 0% Reduced
1653
AA
Addison Advisors
Vermont
$18.6K -$80K 3 0.01% Reduced
1654
CAM
Chesapeake Asset Management
New York
$18.4K +$1.02K 2 0.01% Increased
1655
Country Trust Bank
Country Trust Bank
Illinois
$18.3K -$18.6K 1 0% Reduced
1656
PWMG
Private Wealth Management Group
New Jersey
$18K -$1.36K 6 0% Reduced
1657
MWPCG
Measured Wealth Private Client Group
New Hampshire
$18K $0 3 0% Maintained
1658
TBFA
Three Bearings Fiduciary Advisors
New Hampshire
$17.9K $0 1 0.02% Maintained
1659
HWM
HighMark Wealth Management
Minnesota
$17.5K +$2.62K 4 0.01% Increased
1660
TIM
Thompson Investment Management
Wisconsin
$17.5K $0 2 0% Maintained
1661
HIMS
Hager Investment Management Services
New Hampshire
$17.2K +$16.4K 1 0.01% New
1662
AP
Atwood & Palmer
Missouri
$17.2K $0 2 0% Maintained
1663
WPA
West Paces Advisors
Georgia
$17.1K +$18.3K 1 0% New
1664
HDIM
Hanson & Doremus Investment Management
Vermont
$17K -$49K 1 0% Reduced
1665
HB
Horizon Bancorp
Indiana
$17K $0 1 0.01% Maintained
1666
BFPW
BOK Financial Private Wealth
Colorado
$16.9K +$16.7K 4 0% New
1667
BWM
Bullock Wealth Management
Indiana
$16.9K +$135 1 0.01% Increased
1668
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.8K $0 1 0% Maintained
1669
PMFA
Plante Moran Financial Advisors
Michigan
$16.6K -$2.31K 3 0% Reduced
1670
GJIA
Glass Jacobson Investment Advisors
Maryland
$16.5K +$446 2 0.01% Increased
1671
KLWA
Kelly Lawrence W & Associates
California
$16.5K $0 1 0% Maintained
1672
VWM
Vermillion Wealth Management
Minnesota
$16.5K -$3.22K 4 0% Reduced
1673
FC
Fairscale Capital
New Hampshire
$16.3K $0 2 0.01% Maintained
1674
BAM
Bellevue Asset Management
Washington
$16.1K +$4.42K 2 0.01% Increased
1675
RS
Rakuten Securities
Japan
$16.1K -$41.2K 4 0% Reduced