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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
Circle Wealth Management
Circle Wealth Management
New Jersey
$256K $0 1 0.04% Maintained
1677
FIM
Freedom Investment Management
Connecticut
$256K -$63.5K 1 0.02% Reduced
1678
Resonant Capital Advisors
Resonant Capital Advisors
Wisconsin
$256K +$50.1K 1 0.04% Increased
1679
SMH
Sanders Morris Harris
Texas
$256K $0 1 0.05% Maintained
1680
CWA
Centennial Wealth Advisory
Michigan
$255K $0 1 0.15% Maintained
1681
PAA
Peregrine Asset Advisers
Oregon
$255K -$204K 1 0.13% Reduced
1682
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$255K $0 1 0.09% Maintained
1683
SevenBridge Financial Group
SevenBridge Financial Group
Pennsylvania
$255K -$5.45K 1 0.09% Reduced
1684
LWP
Legacy Wealth Planning
Nevada
$254K $0 1 0.28% Maintained
1685
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$254K +$49.9K 1 0.03% Increased
1686
Blume Capital Management
Blume Capital Management
California
$253K -$2.63K 3 0.09% Reduced
1687
SOAMC
Spirit of America Management Corp
New York
$253K +$120K 1 0.05% Increased
1688
CIM
Contravisory Investment Management
Massachusetts
$252K $0 2 0.08% Maintained
1689
Professional Advisory Services
Professional Advisory Services
Florida
$251K $0 1 0.04% Maintained
1690
Shufro Rose & Co
Shufro Rose & Co
New York
$251K $0 1 0.02% Maintained
1691
TWM
Titus Wealth Management
California
$251K +$336K 1 0.13% New
1692
BWA
Burt Wealth Advisors
Maryland
$250K $0 1 0.08% Maintained
1693
Optas LLC
Optas LLC
Texas
$249K -$53.7K 1 0.07% Reduced
1694
Carlson Capital Management
Carlson Capital Management
Minnesota
$247K -$218 1 0.03% Reduced
1695
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$247K -$17.7K 1 0% Reduced
1696
SWA
SOA Wealth Advisors
New York
$246K +$2.4K 7 0.06% Increased
1697
Avior Wealth Management
Avior Wealth Management
Nebraska
$244K -$22K 5 0.02% Reduced
1698
MCM
Monarch Capital Management
Indiana
$244K -$10.9K 1 0.07% Reduced
1699
SA
SL Advisors
New Jersey
$244K $0 1 0.62% Maintained
1700
Accurate Wealth Management
Accurate Wealth Management
Florida
$243K -$226K 1 0.21% Reduced