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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
OIM
Opus Investment Management
Massachusetts
$38K +$38K 1 0.01% New
1752
BAMG
Brand Asset Management Group
Missouri
$37K $0 1 0.02% Maintained
1753
CH
Canton Hathaway
Rhode Island
$37K $0 1 0.02% Maintained
1754
VCM
Versant Capital Management
Arizona
$37K -$965 4 0.02% Reduced
1755
CFD
Creative Financial Designs
Indiana
$36K -$3.81K 1 0.02% Reduced
1756
KLWA
Kelly Lawrence W & Associates
California
$35K $0 1 0.01% Maintained
1757
PCTC
Perkins Coie Trust Company
Washington
$35K $0 4 0.02% Maintained
1758
WCG
Weaver Consulting Group
California
$35K $0 6 0.02% Maintained
1759
ATC
Adirondack Trust Company
New York
$33K $0 1 0.02% Maintained
1760
AP
Atwood & Palmer
Missouri
$33K $0 2 0% Maintained
1761
HDIM
Hanson & Doremus Investment Management
Vermont
$32K +$2.19K 3 0.01% Increased
1762
HGWM
Harvest Group Wealth Management
Massachusetts
$31K -$6.83K 3 0.04% Reduced
1763
SOAMC
Spirit of America Management Corp
New York
$31K $0 1 0.01% Maintained
1764
AIS
Accurate Investment Solutions
Pennsylvania
$30K +$5.89K 3 0.02% Increased
1765
EWA
Evolution Wealth Advisors
Florida
$30K +$21.1K 4 0.01% Increased
1766
KAS
Kemnay Advisory Services
New York
$30K $0 1 0.01% Maintained
1767
SL
Salomon & Ludwin
Virginia
$30K +$16.7K 2 0.01% Increased
1768
VNA
Valley National Advisers
Pennsylvania
$30K -$1.59K 6 0.01% Reduced
1769
WAS
Winch Advisory Services
Wisconsin
$30K -$7.53K 2 0.02% Reduced
1770
CA
Centerpoint Advisors
Massachusetts
$29K $0 1 0.02% Maintained
1771
RWM
Raffa Wealth Management
District of Columbia
$28.8K +$28.7K 7 0.01% New
1772
ADL
Asset Dedication LLC
California
$28K -$2.17K 1 0.01% Reduced
1773
BCA
Bray Capital Advisors
Florida
$28K $0 2 0.01% Maintained
1774
SWM
Selective Wealth Management
Virginia
$28K +$28.4K 1 0.04% New
1775
TJHA
Thomas J. Herzfeld Advisors
Florida
$28K -$33.2K 1 0.01% Reduced