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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
BWCS
Beirne Wealth Consulting Services
Connecticut
$85K $0 1 0.07% Maintained
1677
WOC
West Oak Capital
California
$85K $0 2 0.05% Maintained
1678
SLF
Sun Life Financial
Ontario, Canada
$84K -$51.2K 3 0.02% Reduced
1679
WCM
Whitener Capital Management
North Carolina
$83K +$11.4K 4 0.05% Increased
1680
PCM
Princeton Capital Management
New Jersey
$81K $0 2 0.04% Maintained
1681
WPW
Winthrop Partners - WNY
New York
$79.5K +$9.07K 1 0.06% Increased
1682
TIM
Tortoise Investment Management
New York
$78K $0 1 0.02% Maintained
1683
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$77K $0 2 0% Maintained
1684
JFA
JNBA Financial Advisors
Minnesota
$76K +$915 4 0.02% Increased
1685
KPW
Kore Private Wealth
New York
$76K +$44.1K 4 0.02% Increased
1686
MA
MANA Advisors
New York
$76K -$231K 1 0.25% Reduced
1687
MSA
Marino Stram & Associates
Massachusetts
$74K +$8.43K 6 0.05% Increased
1688
LA
Legacy Advisors
Pennsylvania
$73K +$69.3K 4 0.02% New
1689
Caption Management
Caption Management
Oklahoma
$71K -$1.93M 1 0% Reduced
1690
CIA
CSat Investment Advisory
Michigan
$71K +$6.86K 3 0.04% Increased
1691
HI
Hudock Inc
Pennsylvania
$71K +$16.2K 2 0.03% Increased
1692
LC
Lavaca Capital
Texas
$71K $0 1 0.06% Maintained
1693
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$70K -$2K 2 0.03% Reduced
1694
GTAM
Global Trust Asset Management
Florida
$68K -$7K 2 0.05% Reduced
1695
PVH
Psagot Value Holdings
Israel
$65K +$62.5K 2 0% New
1696
APC
Aspire Private Capital
North Carolina
$63K +$59.7K 2 0.03% Increased
1697
FPB
First PREMIER Bank
South Dakota
$63K +$19.2K 2 0.04% Increased
1698
POIA
Pin Oak Investment Advisors
Texas
$63K +$20.6K 4 0.05% Increased
1699
AWM
AllSquare Wealth Management
New York
$62K +$46.5K 3 0.05% Increased
1700
DWA
Dougherty Wealth Advisers
Minnesota
$62K $0 1 0.21% Maintained