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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
QCMC
Quantum Capital Management (California)
California
$121K -$21.7K 2 0.13% Reduced
1677
JWA
JFS Wealth Advisors
Pennsylvania
$117K $0 3 0.03% Maintained
1678
ANBT
American National Bank & Trust
Texas
$113K $0 1 0.03% Maintained
1679
VC
Vestor Capital
Illinois
$110K +$106K 1 0.02% New
1680
FP
Financial Perspectives
Minnesota
$106K $0 3 0.07% Maintained
1681
NL
NWAM LLC
Washington
$103K -$219K 1 0.02% Reduced
1682
WCG
Weaver Consulting Group
California
$103K -$49.9K 6 0.06% Reduced
1683
KFS
Kelly Financial Services
Massachusetts
$102K +$55 3 0.07% Increased
1684
JIR
James Investment Research
Ohio
$100K -$1.08M 3 0.01% Reduced
1685
VAIA
Virtus Alternative Investment Advisers
Connecticut
$100K -$16.3K 4 1.84% Reduced
1686
RA
Rational Advisors
New York
$98K +$104K 2 0.04% Increased
1687
AWA
Artemis Wealth Advisors
New York
$97K $0 1 0.02% Maintained
1688
BWM
Baystate Wealth Management
Massachusetts
$97K -$3.31K 2 0.01% Reduced
1689
LGWM
Litman Gregory Wealth Management
California
$97K $0 1 0.02% Maintained
1690
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$96K -$97K 1 0.01% Reduced
1691
JAM
JCIC Asset Management
Ontario, Canada
$96K $0 2 0.04% Maintained
1692
IAS
IMA Advisory Services
Colorado
$95K -$14.6K 2 0.03% Reduced
1693
CPW
Catalyst Private Wealth
California
$94K +$97.3K 2 0.09% New
1694
ICM
Islay Capital Management
Texas
$94K +$101K 1 0.1% New
1695
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$93K $0 2 0.08% Maintained
1696
SIAS
Shine Investment Advisory Services
Colorado
$89K +$2.48K 3 0.03% Increased
1697
PS
Planned Solutions
California
$87K +$87.6K 1 0.09% New
1698
TFM
TFC Financial Management
Massachusetts
$87K +$82.7K 2 0.04% New
1699
CYG
Clean Yield Group
Vermont
$86K +$9.45K 3 0.03% Increased
1700
FRA
Front Row Advisors
California
$86K +$14.5K 3 0.05% Increased