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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
OFS
Orrstown Financial Services
Pennsylvania
$6K $0 2 0.01% Maintained
1702
WC
Whitnell & Co
Illinois
$6K -$1.77K 3 0% Reduced
1703
FEG
Financial Enhancement Group
Indiana
$5K +$5.54K 1 0% New
1704
MC
Martin Currie
United Kingdom
$5K $0 1 0% Maintained
1705
WA
WealthTrust-Arizona
Arizona
$5K +$2.2K 2 0% Increased
1706
AWA
Acorn Wealth Advisors
Michigan
$4K $0 1 0% Maintained
1707
FMB
Field & Main Bank
Kentucky
$4K $0 1 0% Maintained
1708
HI
Harrington Investments
California
$4K +$4.17K 1 0% New
1709
HWP
Hefty Wealth Partners
Indiana
$4K $0 1 0% Maintained
1710
CCA
Clearwater Capital Advisors
Illinois
$3K +$2.55K 1 0% New
1711
SA
SRH Advisors
Kansas
$3K -$664 1 0.01% Reduced
1712
SLF
Sun Life Financial
Ontario, Canada
$2.82K -$99.1K 3 0.03% Reduced
1713
Truepoint Inc
Truepoint Inc
Ohio
$2.43K -$229K 1 0.02% Reduced
1714
DWA
Divergent Wealth Advisors
Utah
$2K +$2.39K 2 0% New
1715
ECM
Exchange Capital Management
Michigan
$2K +$2.33K 1 0% New
1716
FA
Fortis Advisors
Pennsylvania
$2K $0 1 0% Maintained
1717
ME
McIlrath & Eck
Washington
$2K $0 2 0% Maintained
1718
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$2K +$1.58K 2 0% New
1719
CAM
Capco Asset Management
Florida
$1K $0 1 0% Maintained
1720
LFG
LifePlan Financial Group
Ohio
$1K +$661 1 0% New
1721
OBWP
O'Brien Wealth Partners
Massachusetts
$1K +$1.11K 1 0% New
1722
3C
361 Capital
Colorado
$0 -$2.4M 0 – Closed
1723
AIM
Acropolis Investment Management
Missouri
$0 -$167K 0 – Closed
1724
Alphinity Investment Management
Alphinity Investment Management
Australia
$0 -$4.03M 0 – Closed
1725
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$0 -$12.9M 0 – Closed