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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
HMS
Hanseatic Management Services
New Mexico
$28K +$3.69K 1 0.03% Increased
1652
PO
Private Ocean
California
$28K +$17.5K 1 0.01% Increased
1653
MBT
Monroe Bank & Trust
Michigan
$27K $0 1 0.01% Maintained
1654
NSB
Norway Savings Bank
Maine
$27K $0 1 0.03% Maintained
1655
SP
SWS Partners
Ohio
$27K $0 1 0.02% Maintained
1656
RWM
Raffa Wealth Management
District of Columbia
$26.7K +$10.6K 7 0.01% Increased
1657
GWS
Glassman Wealth Services
Virginia
$26K +$3.46K 5 0.02% Increased
1658
PCTC
Perkins Coie Trust Company
Washington
$26K -$3.33K 2 0.01% Reduced
1659
ADL
Asset Dedication LLC
California
$25K -$18K 1 0.01% Reduced
1660
AIS
Accurate Investment Solutions
Pennsylvania
$24K $0 1 0.02% Maintained
1661
PW
Price Wealth
Texas
$24K -$4.99K 3 0.01% Reduced
1662
CWM
Catamount Wealth Management
Connecticut
$23K $0 1 0.01% Maintained
1663
HDIM
Hanson & Doremus Investment Management
Vermont
$23K $0 1 0.01% Maintained
1664
SJIM
St. Johns Investment Management
Florida
$23K $0 1 0.02% Maintained
1665
SIA
SeaBridge Investment Advisors
New Jersey
$22K +$22.2K 1 0% New
1666
VCM
Versant Capital Management
Arizona
$22K -$1.79K 3 0.01% Reduced
1667
GWA
Guidant Wealth Advisors
Illinois
$20K +$1.3K 3 0.01% Increased
1668
TC
Trilogy Capital
California
$20K +$20.8K 3 0% New
1669
EWM
Elmwood Wealth Management
California
$18.2K +$17.8K 3 0.02% New
1670
JWA
JFS Wealth Advisors
Pennsylvania
$18K $0 4 0% Maintained
1671
WAS
Winch Advisory Services
Wisconsin
$18K $0 1 0.01% Maintained
1672
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$17K -$13.2K 2 0.02% Reduced
1673
SIS
Sound Income Strategies
Florida
$17K -$3.46K 3 0.01% Reduced
1674
NL
NVWM LLC
Pennsylvania
$16K +$12.1K 2 0.01% Increased
1675
CIM
Contravisory Investment Management
Massachusetts
$15K $0 1 0.01% Maintained