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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
ADL
Asset Dedication LLC
California
$13.2K -$17.8K 4 0% Reduced
1702
KFA
Kelleher Financial Advisors
New York
$13K $0 1 0% Maintained
1703
WPA
Wealth Preservation Advisors
Tennessee
$12.9K +$11.5K 4 0.01% Increased
1704
FCT
First Community Trust
Iowa
$12.8K $0 1 0.01% Maintained
1705
RF
Robinswood Financial
Washington
$12.5K -$3.02K 3 0% Reduced
1706
RFA
Reyes Financial Architecture
California
$12.5K -$1.9K 1 0.01% Reduced
1707
CW
CrossGen Wealth
North Carolina
$12.2K $0 1 0.01% Maintained
1708
POIA
Pin Oak Investment Advisors
Texas
$12K -$42.2K 1 0.01% Reduced
1709
GFA
Godfrey Financial Associates
New York
$11.9K $0 3 0.01% Maintained
1710
CAM
Costello Asset Management
Pennsylvania
$11.8K -$3.97K 3 0% Reduced
1711
KA
Kozak & Associates
Colorado
$11.7K $0 1 0% Maintained
1712
DI
DAGCO Inc
Ohio
$11.5K $0 1 0% Maintained
1713
WBC
West Branch Capital
Massachusetts
$11.5K $0 1 0% Maintained
1714
BCM
Boreal Capital Management
Florida
$11.5K $0 2 0.01% Maintained
1715
GEA
Glen Eagle Advisors
New Jersey
$11.3K -$15.4K 1 0% Reduced
1716
GWSA
Global Wealth Strategies & Associates
Colorado
$11.3K $0 1 0% Maintained
1717
CMP
Coston McIsaac & Partners
Maine
$11K +$7.31K 4 0% Increased
1718
BTC
Bank & Trust Company
Illinois
$10.9K $0 1 0.01% Maintained
1719
BAM
Bellevue Asset Management
Washington
$10.9K $0 1 0.01% Maintained
1720
Vanguard National Trust
Vanguard National Trust
Pennsylvania
$10.5K +$10.8K 1 0% New
1721
W
WealthCollab
Washington
$10.5K +$1.48K 3 0% Increased
1722
GCM
Gunpowder Capital Management
Maryland
$10.3K $0 1 0.01% Maintained
1723
EWM
Evolution Wealth Management
Florida
$10.2K +$11.2K 1 0.01% New
1724
CTWM
Cherry Tree Wealth Management
Minnesota
$10.1K +$8.72K 2 0% Increased
1725
CWA
Carolina Wealth Advisors
South Carolina
$9.94K -$4.22M 2 0% Reduced