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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
1701
FGC
Financial Gravity Companies
Texas
$11.4K +$11.4K 2 0% New
1702
RFA
Reyes Financial Architecture
California
$11.3K $0 1 0.01% Maintained
1703
Vanguard National Trust
Vanguard National Trust
Pennsylvania
$11.1K +$1.49K 1 0% Increased
1704
CWA
Carolina Wealth Advisors
South Carolina
$11K $0 2 0% Maintained
1705
WA
Whipplewood Advisors
Colorado
$10.8K -$26.7K 2 0.01% Reduced
1706
BH
Burk Holdings
Oklahoma
$10.5K +$8.35K 3 0% Increased
1707
OSNBOA
Old Second National Bank of Aurora
Illinois
$10K $0 1 0% Maintained
1708
FMP
Financial Management Professionals
Texas
$9.95K +$1K 3 0% Increased
1709
BTC
Bank & Trust Company
Illinois
$9.86K $0 1 0.01% Maintained
1710
T
Tidemark
California
$9.37K $0 3 0% Maintained
1711
TAP
Tounjian Advisory Partners
Florida
$9.35K +$9.83K 3 0% New
1712
EWM
Evolution Wealth Management
Florida
$9.2K $0 1 0.01% Maintained
1713
PCFFS
Pacific Center for Financial Services
California
$9.08K $0 1 0% Maintained
1714
SFS
Sunrise Financial Services
Washington
$9.07K -$92 3 0.01% Reduced
1715
CCMI
Creative Capital Management Investments
California
$9.03K +$9.39K 5 0% Increased
1716
AP
Aspect Partners
Virginia
$8.99K +$7.96K 2 0% Increased
1717
WBC
West Branch Capital
Massachusetts
$8.85K $0 1 0% Maintained
1718
KAS
Kemnay Advisory Services
New York
$8.76K +$1.34K 1 0% Increased
1719
UFPG
United Financial Planning Group
New York
$8.71K +$8.1K 2 0% Increased
1720
KA
Kozak & Associates
Colorado
$8.53K $0 1 0% Maintained
1721
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$8.35K +$8.92K 1 0.01% New
1722
ACA
American Capital Advisory
Idaho
$8.34K +$2.02K 4 0% Increased
1723
ATC
Adirondack Trust Company
New York
$8.28K $0 1 0% Maintained
1724
GCP
Gill Capital Partners
Colorado
$8.24K $0 1 0% Maintained
1725
ITIM
Indiana Trust & Investment Management
Indiana
$8.24K $0 2 0% Maintained