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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
WAS
Winch Advisory Services
Wisconsin
$25K +$10.3K 2 0.01% Increased
1702
BAMG
Brand Asset Management Group
Missouri
$24K -$26K 1 0.02% Reduced
1703
HDIM
Hanson & Doremus Investment Management
Vermont
$24K $0 2 0.01% Maintained
1704
IAS
IMA Advisory Services
Colorado
$24K $0 2 0.01% Maintained
1705
SOAMC
Spirit of America Management Corp
New York
$24K $0 1 0% Maintained
1706
RWM
Raffa Wealth Management
District of Columbia
$23.3K $0 7 0.01% Maintained
1707
PCTC
Perkins Coie Trust Company
Washington
$23K $0 2 0.01% Maintained
1708
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$23K -$13.7K 2 0% Reduced
1709
GWA
Guidant Wealth Advisors
Illinois
$21K $0 1 0.01% Maintained
1710
HS
Horan Securities
United States
$21K +$21.4K 1 0.02% New
1711
KPCM
Kings Point Capital Management
New York
$20K $0 1 0% Maintained
1712
PO
Private Ocean
California
$20K $0 1 0.01% Maintained
1713
AA
AlphaMark Advisors
Kentucky
$19K -$21K 2 0.01% Reduced
1714
JT
Jump Trading
Illinois
$19K -$325K 1 0% Reduced
1715
RBC
Roble Belko & Company
Pennsylvania
$19K -$14.6K 1 0.01% Reduced
1716
Causeway Capital Management
Causeway Capital Management
California
$18K -$16.7M 1 0% Reduced
1717
TJHA
Thomas J. Herzfeld Advisors
Florida
$18K -$20.7K 1 0.01% Reduced
1718
CWM
Catamount Wealth Management
Connecticut
$17K $0 1 0.01% Maintained
1719
JWM
Janiczek Wealth Management
Colorado
$17K $0 1 0.01% Maintained
1720
GEA
Glen Eagle Advisors
New Jersey
$16.6K $0 1 0.01% Maintained
1721
LWA
Lenox Wealth Advisors
New York
$16K $0 3 0% Maintained
1722
PCFFS
Pacific Center for Financial Services
California
$16K $0 1 0.01% Maintained
1723
SJIM
St. Johns Investment Management
Florida
$16K $0 1 0.01% Maintained
1724
AIS
Accurate Investment Solutions
Pennsylvania
$15K +$153 1 0.01% Increased
1725
KL
KWMG LLC
Kansas
$15K -$5.28K 3 0% Reduced