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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
CDIA
Capital Directions Investment Advisors
Georgia
$20K $0 1 0.01% Maintained
1677
CCM
Cribstone Capital Management
Maine
$20K -$12.5K 1 0.02% Reduced
1678
HWM
HighMark Wealth Management
Minnesota
$20K +$406 2 0.02% Increased
1679
LWS
Lucia Wealth Services
California
$20K -$1.33M 1 0.01% Reduced
1680
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$20K -$63.1K 6 0.01% Reduced
1681
TJHA
Thomas J. Herzfeld Advisors
Florida
$20K $0 1 0.01% Maintained
1682
IWP
IAG Wealth Partners
Wisconsin
$19K $0 2 0.01% Maintained
1683
LWA
Lenox Wealth Advisors
New York
$19K +$6.22K 5 0% Increased
1684
EWM
Elmwood Wealth Management
California
$18.2K +$13.4K 3 0.02% New
1685
Arax Advisory Partners
Arax Advisory Partners
Colorado
$18K -$1K 1 0% Reduced
1686
Avior Wealth Management
Avior Wealth Management
Nebraska
$18K +$11.5K 3 0% Increased
1687
GCM
Gables Capital Management
Florida
$18K +$15.6K 2 0.01% Increased
1688
JSC
Jackson Square Capital
California
$18K $0 2 0.01% Maintained
1689
LSA
Lion Street Advisors
Texas
$18K +$21.8K 3 0.1% New
1690
ATC
Adirondack Trust Company
New York
$17K $0 1 0.01% Maintained
1691
GAM
Gemmer Asset Management
California
$17K -$1.25K 5 0% Reduced
1692
GEA
Glen Eagle Advisors
New Jersey
$16.2K -$19.7K 1 0.01% Reduced
1693
AIS
Accurate Investment Solutions
Pennsylvania
$16K -$118K 2 0.01% Reduced
1694
CFO
CVA Family Office
Colorado
$16K +$18K 2 0.02% New
1695
CMA
Cedar Mountain Advisors
Oregon
$15K $0 2 0.01% Maintained
1696
Sageworth Trust
Sageworth Trust
Pennsylvania
$15K -$5K 1 0% Reduced
1697
CWAF
Core Wealth Advisors (Florida)
Florida
$14K +$16.4K 1 0.01% New
1698
JPLA
Joseph P. Lucia & Associates
New York
$14K $0 1 0.02% Maintained
1699
Larson Financial Group
Larson Financial Group
Missouri
$14K +$9.18K 3 0.01% Increased
1700
PCFFS
Pacific Center for Financial Services
California
$14K $0 1 0.01% Maintained