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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
TCM
Triumph Capital Management
Colorado
$26.8K +$27.7K 2 0.01% New
1702
PWA
Physician Wealth Advisors
Utah
$26.6K -$1.34K 9 0% Reduced
1703
OAJ
Ogorek Anthony Joseph
New York
$26K +$11.9K 3 0.01% Increased
1704
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$26K $0 1 0.01% Maintained
1705
ACM
Accent Capital Management
Ohio
$25.9K $0 1 0.01% Maintained
1706
BFP
Birchwood Financial Partners
Minnesota
$25.8K +$25K 1 0.03% New
1707
MA
Modus Advisors
Minnesota
$25.7K +$27.3K 2 0.01% New
1708
OC
Optima Capital
Oregon
$25.4K +$27.1K 2 0.01% New
1709
MCM
Monument Capital Management
Virginia
$25.1K +$24.2K 1 0.01% New
1710
RWM
Raffa Wealth Management
District of Columbia
$25K +$2.73K 8 0% Increased
1711
CPG
Cornerstone Planning Group
New Jersey
$24.8K -$16.1K 7 0% Reduced
1712
RA
Ruggaard & Associates
Ohio
$24.7K $0 1 0.01% Maintained
1713
EIM
Essex Investment Management
Massachusetts
$24.6K $0 1 0% Maintained
1714
DIP
DT Investment Partners
Pennsylvania
$24.5K $0 2 0% Maintained
1715
CVM
Cheviot Value Management
California
$24.4K -$12 2 0% Reduced
1716
GEA
Glen Eagle Advisors
New Jersey
$24.2K -$54.3K 1 0% Reduced
1717
SJIM
St. Johns Investment Management
Florida
$24K $0 3 0.01% Maintained
1718
SGK
Steigerwald Gordon & Koch
Virginia
$24K -$82 4 0% Reduced
1719
AF
Abound Financial
California
$22.5K +$24K 1 0.01% New
1720
SG
StoneX Group
New York
$22.2K -$517K 1 0% Reduced
1721
CA
Centerpoint Advisors
Massachusetts
$22K -$5K 1 0.01% Reduced
1722
JSAM
J. Safra Asset Management
New York
$21.9K +$11.9K 3 0% Increased
1723
GJIA
Glass Jacobson Investment Advisors
Maryland
$21.8K +$3.05K 2 0.01% Increased
1724
EWP
Elevation Wealth Partners
California
$21.7K +$16K 3 0.01% Increased
1725
TBFA
Three Bearings Fiduciary Advisors
New Hampshire
$21.7K +$19.1K 2 0.02% New