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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
1676
PCTC
Perkins Coie Trust Company
Washington
$27K $0 2 0.01% Maintained
1677
PO
Private Ocean
California
$27K $0 1 0.01% Maintained
1678
TL
TrueWealth LLC
Georgia
$27K -$9.92K 5 0.01% Reduced
1679
RWM
Raffa Wealth Management
District of Columbia
$26.8K $0 7 0.01% Maintained
1680
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$26K -$1.29K 1 0.02% Reduced
1681
JWM
Janiczek Wealth Management
Colorado
$26K +$25.9K 1 0.01% New
1682
TC
Trilogy Capital
California
$26K +$3.58K 3 0% Increased
1683
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$25K -$68.7K 1 0% Reduced
1684
SIS
Sound Income Strategies
Florida
$25K +$7.68K 4 0.01% Increased
1685
AIS
Accurate Investment Solutions
Pennsylvania
$23K +$397 1 0.02% Increased
1686
GWS
Glassman Wealth Services
Virginia
$23K -$2.18K 6 0.01% Reduced
1687
HDIM
Hanson & Doremus Investment Management
Vermont
$22K +$8.45K 2 0.01% Increased
1688
SJIM
St. Johns Investment Management
Florida
$22K $0 1 0.02% Maintained
1689
WAS
Winch Advisory Services
Wisconsin
$22K +$4.52K 1 0.01% Increased
1690
CWM
Catamount Wealth Management
Connecticut
$21K $0 1 0.01% Maintained
1691
GWA
Guidant Wealth Advisors
Illinois
$21K +$985 3 0.01% Increased
1692
VCM
Versant Capital Management
Arizona
$21K +$226 3 0.01% Increased
1693
SIA
SeaBridge Investment Advisors
New Jersey
$20K $0 1 0% Maintained
1694
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$17K $0 2 0.02% Maintained
1695
EWM
Elmwood Wealth Management
California
$16.8K -$980 2 0.02% Reduced
1696
KL
KWMG LLC
Kansas
$16K +$16.8K 2 0% New
1697
PCFFS
Pacific Center for Financial Services
California
$16K $0 1 0.01% Maintained
1698
GEA
Glen Eagle Advisors
New Jersey
$15.1K $0 1 0.01% Maintained
1699
AWM
AllSquare Wealth Management
New York
$14K +$13.6K 2 0.01% New
1700
Balentine LLC
Balentine LLC
Georgia
$14K +$13.7K 1 0% New