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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
1751
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$6K +$5.63K 1 0% New
1752
EWA
ERTS Wealth Advisors
Michigan
$6K +$6.19K 2 0% New
1753
RAM
Riggs Asset Management
Pennsylvania
$6K $0 1 0% Maintained
1754
RIA
RPG Investment Advisory
California
$6K $0 1 0% Maintained
1755
SFA
Spectrum Financial Alliance
Kentucky
$6K $0 1 0% Maintained
1756
SA
SRH Advisors
Kansas
$6K $0 2 0.02% Maintained
1757
MC
Martin Currie
United Kingdom
$5K $0 1 0% Maintained
1758
WA
WealthTrust-Arizona
Arizona
$5K +$1.1K 3 0% Increased
1759
CFN
Cordasco Financial Network
Florida
$4K $0 1 0% Maintained
1760
FEG
Financial Enhancement Group
Indiana
$4K $0 1 0% Maintained
1761
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$4K -$1.41K 1 0% Reduced
1762
W
WealthOne
New York
$3K +$3.82K 1 0% New
1763
FMP
Financial Management Professionals
Texas
$2K +$2.19K 1 0% New
1764
LPWM
Lake Point Wealth Management
Texas
$2K +$2.8K 1 0% New
1765
MWC
MBM Wealth Consultants
Missouri
$2K +$2.83K 1 0% New
1766
TCM
TD Capital Management
Tennessee
$2K +$2.94K 2 0% New
1767
APC
Aspire Private Capital
North Carolina
$1K +$563 1 0% New
1768
BHWM
Bay Harbor Wealth Management
Maryland
$1K +$1.1K 1 0% New
1769
CYG
Clean Yield Group
Vermont
$1K +$721 1 0% New
1770
NC
NewSquare Capital
Pennsylvania
$1K -$22.6K 1 0% Reduced
1771
PW
Price Wealth
Texas
$1K $0 1 0% Maintained
1772
AC
Abbrea Capital
California
$0 -$217K 0 – Closed
1773
Alesco Advisors
Alesco Advisors
New York
$0 -$219K 0 – Closed
1774
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0 -$6.89M 0 – Closed
1775
ABA
American Beacon Advisors
Texas
$0 -$253K 0 – Closed