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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
Modern Wealth Management
Modern Wealth Management
Kansas
$25.1K +$25.7K 1 0% New
1727
HDIM
Hanson & Doremus Investment Management
Vermont
$25K +$10.2K 2 0% Increased
1728
LWMI
Legacy Wealth Management (Idaho)
Idaho
$24.9K -$145 3 0.01% Reduced
1729
SWM
Silverlake Wealth Management
Vermont
$24.7K +$13.6K 1 0.01% New
1730
MCIA
Mountain Capital Investment Advisors
Colorado
$24.5K $0 1 0% Maintained
1731
SJIM
St. Johns Investment Management
Florida
$24.5K $0 3 0.01% Maintained
1732
RWM
Rialto Wealth Management
New York
$24.4K -$951 3 0.01% Reduced
1733
RPWA
Regent Peak Wealth Advisors
Georgia
$24.2K +$13.4K 1 0% New
1734
KPP
Kings Path Partners
Texas
$24K +$9.19K 3 0.01% Increased
1735
EIM
Essex Investment Management
Massachusetts
$24K -$220K 1 0% Reduced
1736
BNP Paribas
BNP Paribas
France
$23.9K $0 1 0% Maintained
1737
CBT
Crews Bank & Trust
Florida
$23.9K -$4.81K 1 0% Reduced
1738
DIP
DT Investment Partners
Pennsylvania
$23.8K $0 2 0% Maintained
1739
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$23.5K $0 1 0.01% Maintained
1740
TA
TFB Advisors
Kansas
$23.4K +$24.8K 1 0.01% New
1741
GJIA
Glass Jacobson Investment Advisors
Maryland
$23.4K -$21K 2 0.01% Reduced
1742
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$23.3K +$25.5K 1 0% New
1743
SGK
Steigerwald Gordon & Koch
Virginia
$23.1K +$25.1K 4 0% New
1744
DFA
DHJJ Financial Advisors
Illinois
$23K $0 3 0.01% Maintained
1745
RWM
Raffa Wealth Management
District of Columbia
$22.9K +$6.1K 8 0% Increased
1746
CPA
Capital Performance Advisors
California
$22.7K -$213K 1 0% Reduced
1747
GPW
Genesis Private Wealth
Virginia
$22.4K $0 1 0.01% Maintained
1748
RA
Ruggaard & Associates
Ohio
$22.3K $0 1 0.01% Maintained
1749
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$22K $0 1 0% Maintained
1750
AWM
Activest Wealth Management
Florida
$21.5K +$2.88K 5 0% Increased