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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
CBT
Crews Bank & Trust
Florida
$21.6K $0 1 0% Maintained
1727
CSC
Caldwell Sutter Capital
California
$21.5K -$3 5 0.01% Reduced
1728
SA
SRH Advisors
Kansas
$21.5K $0 4 0.01% Maintained
1729
GWSG
GPS Wealth Strategies Group
Colorado
$21.2K -$103K 3 0.02% Reduced
1730
KG
Kilter Group
New York
$21.2K +$12.5K 6 0.01% Increased
1731
APW
Atlantic Private Wealth
North Carolina
$20.7K $0 1 0.01% Maintained
1732
SHIM
Stone House Investment Management
Pennsylvania
$19.5K +$11.8K 3 0% Increased
1733
TIM
Thompson Investment Management
Wisconsin
$18.9K $0 2 0% Maintained
1734
IAS
IMA Advisory Services
Colorado
$18.5K +$8.2K 6 0% Increased
1735
HWP
Highline Wealth Partners
California
$18.5K -$10.1K 4 0.01% Reduced
1736
SA
Scarborough Advisors
Maryland
$18.2K -$381 3 0% Reduced
1737
BWM
Bullock Wealth Management
Indiana
$18.2K $0 2 0.01% Maintained
1738
PWMG
Private Wealth Management Group
New Jersey
$18.1K -$1.14K 5 0% Reduced
1739
RAM
Reflection Asset Management
South Carolina
$18.1K +$18K 1 0.01% New
1740
HWM
HighMark Wealth Management
Minnesota
$17.9K $0 4 0.01% Maintained
1741
SC
Stephens Consulting
Michigan
$17.8K +$2.02K 3 0.01% Increased
1742
FC
Fairscale Capital
New Hampshire
$17.4K -$33.8K 2 0.01% Reduced
1743
DF
Dunhill Financial
United Kingdom
$17.1K +$593 4 0% Increased
1744
1NWS
1 North Wealth Services
Maryland
$17K +$3.04K 3 0.01% Increased
1745
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$17K -$14K 1 0% Reduced
1746
HB
Horizon Bancorp
Indiana
$17K $0 1 0.01% Maintained
1747
CAM
Chesapeake Asset Management
New York
$16.9K $0 1 0.01% Maintained
1748
NEWAS
N.E.W. Advisory Services
Wisconsin
$16.9K +$190 2 0% Increased
1749
VWM
Vermillion Wealth Management
Minnesota
$16.9K +$10.8K 4 0.01% Increased
1750
EF
Entrust Financial
Pennsylvania
$16.7K +$16.8K 2 0.01% New