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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
1726
MWM
MBE Wealth Management
Wisconsin
$7K +$8.65K 1 0.01% New
1727
PRC
Pearl River Capital
Michigan
$7K +$8.46K 1 0.01% New
1728
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$6K $0 1 0.01% Maintained
1729
CWA
Carolina Wealth Advisors
South Carolina
$6K $0 1 0.01% Maintained
1730
EPM
Equitec Proprietary Markets
Illinois
$6K +$9.37K 1 0% New
1731
EWA
Evolution Wealth Advisors
Florida
$6K -$28K 1 0% Reduced
1732
IRAG
Investment Research & Advisory Group
Georgia
$6K $0 1 0.01% Maintained
1733
NL
NVWM LLC
Pennsylvania
$6K -$567K 1 0% Reduced
1734
PCTC
Perkins Coie Trust Company
Washington
$6K -$24.1K 3 0% Reduced
1735
SWM
Sugarloaf Wealth Management
Georgia
$6K $0 3 0% Maintained
1736
TF
TimeScale Financial
Massachusetts
$6K -$18K 1 0% Reduced
1737
TC
Trust Company
Kansas
$6K $0 1 0.01% Maintained
1738
WAS
Winch Advisory Services
Wisconsin
$6K -$13K 1 0% Reduced
1739
BG
Bollard Group
Massachusetts
$5K -$126K 1 0% Reduced
1740
CFN
Cordasco Financial Network
Florida
$5K $0 2 0.01% Maintained
1741
NIM
NuWave Investment Management
New Jersey
$5K -$36.5K 1 0.01% Reduced
1742
SA
SRH Advisors
Kansas
$5K $0 2 0.01% Maintained
1743
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$4K +$5.59K 2 0.01% New
1744
LPWM
Lake Point Wealth Management
Texas
$4K $0 1 0% Maintained
1745
SIA
SeaBridge Investment Advisors
New Jersey
$4K $0 1 0% Maintained
1746
CAL
Capital Advisors Ltd
Ohio
$3K $0 1 0% Maintained
1747
LAS
Lloyd Advisory Services
Georgia
$3K +$1.22K 1 0% Increased
1748
MC
Martin Currie
United Kingdom
$3K $0 1 0% Maintained
1749
RAM
Riggs Asset Management
Pennsylvania
$3K $0 1 0% Maintained
1750
TCM
TD Capital Management
Tennessee
$3K +$1.96K 2 0% Increased