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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
ETI
Enterprise Trust & Investment
California
$38K $0 3 0.02% Maintained
1727
FWM
FSA Wealth Management
Massachusetts
$38K $0 2 0.03% Maintained
1728
M
MOTCO
Texas
$37K -$4.56M 4 0% Reduced
1729
NSB
Norway Savings Bank
Maine
$37K $0 1 0.03% Maintained
1730
RWM
Raffa Wealth Management
District of Columbia
$36.4K +$2.31K 6 0.01% Increased
1731
Mather Group
Mather Group
Illinois
$36K +$32.4K 1 0% New
1732
DCM
Davis Capital Management
Florida
$35K -$4.16K 1 0.06% Reduced
1733
FWM
Filbrandt Wealth Management
Wisconsin
$35K +$33.3K 1 0.03% New
1734
HFS
Howard Financial Services
Texas
$35K +$31.2K 1 0.02% New
1735
RDWM
Red Door Wealth Management
Tennessee
$35K $0 2 0.03% Maintained
1736
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$33K -$4.26K 1 0% Reduced
1737
PO
Private Ocean
California
$33K -$15.3K 2 0.01% Reduced
1738
MCM
McRae Capital Management
New Jersey
$32K $0 1 0.01% Maintained
1739
LWA
Lenox Wealth Advisors
New York
$31K +$9.37K 4 0% Increased
1740
CA
Centerpoint Advisors
Massachusetts
$30K +$5.33K 2 0.02% Increased
1741
KLWA
Kelly Lawrence W & Associates
California
$30K $0 1 0.01% Maintained
1742
CB
CNB Bank
Pennsylvania
$28K -$6.33K 1 0.02% Reduced
1743
OAJ
Ogorek Anthony Joseph
New York
$28K +$13.8K 2 0.02% Increased
1744
VNA
Valley National Advisers
Pennsylvania
$28K -$823 6 0.01% Reduced
1745
APWA
Atlas Private Wealth Advisors
New Jersey
$27K +$25.6K 5 0.02% New
1746
FNBOSM
First National Bank of South Miami
Florida
$27K -$37.3K 2 0.03% Reduced
1747
PCS
Personal CFO Solutions
New Jersey
$27K -$12.6K 1 0.01% Reduced
1748
WR
Watson Rebecca
$27K +$26.7K 3 0.02% New
1749
CWC
Carolinas Wealth Consulting
North Carolina
$26K +$26K 4 0.01% New
1750
HDIM
Hanson & Doremus Investment Management
Vermont
$26K +$935 4 0.01% Increased