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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
MWM
Mascoma Wealth Management
New Hampshire
$33K $0 2 0.02% Maintained
1752
ADL
Asset Dedication LLC
California
$32K $0 1 0.01% Maintained
1753
FGAM
Financial Gravity Asset Management
Texas
$32K -$18.1K 5 0.03% Reduced
1754
VNA
Valley National Advisers
Pennsylvania
$32K -$1.77M 5 0.01% Reduced
1755
CA
Centerpoint Advisors
Massachusetts
$31K $0 1 0.02% Maintained
1756
KAS
Kemnay Advisory Services
New York
$31K $0 1 0.01% Maintained
1757
HDIM
Hanson & Doremus Investment Management
Vermont
$30K $0 2 0.01% Maintained
1758
MAM
Marquette Asset Management
Minnesota
$30K $0 2 0.01% Maintained
1759
SOAMC
Spirit of America Management Corp
New York
$30K $0 1 0% Maintained
1760
CYG
Clean Yield Group
Vermont
$28K +$27.6K 2 0.01% New
1761
Arax Advisory Partners
Arax Advisory Partners
Colorado
$26K +$22K 3 0.01% New
1762
HS
Horan Securities
United States
$26K $0 1 0.03% Maintained
1763
NIM
NuWave Investment Management
New Jersey
$26K -$839K 2 0.03% Reduced
1764
RA
Rational Advisors
New York
$26K -$120K 2 0.01% Reduced
1765
PO
Private Ocean
California
$24K $0 1 0.01% Maintained
1766
TFO
Tarbox Family Office
California
$24K -$85 3 0.01% Reduced
1767
AIS
Accurate Investment Solutions
Pennsylvania
$23K +$86 2 0.02% Increased
1768
JWM
Janiczek Wealth Management
Colorado
$23K $0 1 0.01% Maintained
1769
RBC
Roble Belko & Company
Pennsylvania
$23K $0 1 0.01% Maintained
1770
GEA
Glen Eagle Advisors
New Jersey
$22.7K +$2.54K 2 0.02% Increased
1771
LWA
Lenox Wealth Advisors
New York
$20K -$7.73K 3 0% Reduced
1772
SJIM
St. Johns Investment Management
Florida
$20K $0 1 0.01% Maintained
1773
VEA
Virtus ETF Advisers
New York
$20K -$13.7K 1 0% Reduced
1774
PCFFS
Pacific Center for Financial Services
California
$19K $0 1 0.01% Maintained
1775
AIM
Arcadia Investment Management
Michigan
$18K +$17.2K 1 0% New