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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
NCM
New Capital Management
Texas
$14K $0 1 0.02% Maintained
1702
AWM
AllSquare Wealth Management
New York
$13K $0 2 0.01% Maintained
1703
CPA
Cowen Prime Advisors
New York
$13K $0 1 0.01% Maintained
1704
RIA
RPG Investment Advisory
California
$13K -$31.2K 1 0% Reduced
1705
ME
McIlrath & Eck
Washington
$12K +$4.5K 3 0.01% Increased
1706
IF
Ironwood Financial
Arizona
$11K $0 1 0.01% Maintained
1707
MUS
Mitsubishi UFJ Securities
Japan
$11K -$217K 1 0.04% Reduced
1708
OAJ
Ogorek Anthony Joseph
New York
$11K $0 1 0.01% Maintained
1709
NIM
NuWave Investment Management
New Jersey
$10K -$773K 2 0.02% Reduced
1710
EWM
Edge Wealth Management
New York
$9K $0 1 0% Maintained
1711
LYV
Live Your Vision
Pennsylvania
$9K +$643 2 0% Increased
1712
MFBTD
MB Financial Bank - Trust Department
Illinois
$9K $0 1 0% Maintained
1713
PCA
Providence Capital Advisors
North Carolina
$9K $0 1 0.01% Maintained
1714
TDC
Thompson Davis & Co
Virginia
$9K $0 2 0.02% Maintained
1715
BBA
Braun-Bostich & Associates
Pennsylvania
$8K +$7.44K 1 0.01% New
1716
CFA
Camarda Financial Advisors
Florida
$8K $0 2 0.01% Maintained
1717
LGWM
Litman Gregory Wealth Management
California
$8K $0 1 0% Maintained
1718
SFA
Spectrum Financial Alliance
Kentucky
$8K $0 1 0.01% Maintained
1719
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$7K $0 1 0% Maintained
1720
MCM
MV Capital Management
Maryland
$7K +$1.5K 1 0% Increased
1721
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$6K -$718 1 0% Reduced
1722
OBWP
O'Brien Wealth Partners
Massachusetts
$6K +$5.74K 1 0% New
1723
RAM
Riggs Asset Management
Pennsylvania
$6K $0 1 0% Maintained
1724
SA
SRH Advisors
Kansas
$6K $0 2 0.02% Maintained
1725
WA
WealthTrust-Arizona
Arizona
$6K $0 2 0% Maintained