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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
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$31K -$41.6K 2 0% Reduced
1702
SC
Stance Capital
Massachusetts
$30.8K +$36K 2 0.01% New
1703
HFM
Hartford Financial Management
Connecticut
$30.7K +$5.66K 1 0.01% Increased
1704
SF
Symphony Financial
Texas
$30.6K $0 1 0% Maintained
1705
PAG
Paladin Advisory Group
Iowa
$30K -$893 1 0.02% Reduced
1706
ADL
Asset Dedication LLC
California
$29.9K -$24.3K 4 0% Reduced
1707
TDC
Thompson Davis & Co
Virginia
$29.7K -$66.7K 1 0.02% Reduced
1708
MWPCG
Measured Wealth Private Client Group
New Hampshire
$29.7K +$32.4K 3 0.01% New
1709
HWP
Highline Wealth Partners
California
$29.5K +$1.22K 4 0.01% Increased
1710
ACM
Accent Capital Management
Ohio
$28.6K $0 1 0.01% Maintained
1711
AWA
Acorn Wealth Advisors
Michigan
$28.6K $0 1 0.01% Maintained
1712
CA
Centerpoint Advisors
Massachusetts
$28K +$5.14K 3 0.01% Increased
1713
SAM
Shell Asset Management
Netherlands
$28K $0 1 0% Maintained
1714
BFS
Bare Financial Services
Pennsylvania
$27.9K -$9.74K 4 0.01% Reduced
1715
Kestra Investment Management
Kestra Investment Management
Texas
$27.8K -$619K 1 0% Reduced
1716
PWA
Physician Wealth Advisors
Utah
$27.7K +$18K 9 0% Increased
1717
WAS
Winch Advisory Services
Wisconsin
$27.2K $0 3 0.01% Maintained
1718
FFC
First Financial Corp
Indiana
$27.1K $0 1 0.01% Maintained
1719
CAIM
Catherine Avery Investment Management
Florida
$26.9K $0 1 0.02% Maintained
1720
MTIC
Missouri Trust & Investment Company
Missouri
$26.9K -$47.7K 1 0.01% Reduced
1721
B
Bensler
Washington
$26.7K +$27.4K 1 0% New
1722
HWM
HighMark Wealth Management
Minnesota
$26.7K +$2.33K 4 0.01% Increased
1723
SN
Sittner & Nelson
Oregon
$26.5K $0 1 0.01% Maintained
1724
CVM
Cheviot Value Management
California
$26K $0 2 0% Maintained
1725
Balentine LLC
Balentine LLC
Georgia
$25.8K $0 1 0% Maintained