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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
SOAMC
Spirit of America Management Corp
New York
$26K $0 1 0.01% Maintained
1752
RG
Retirement Group
California
$25K +$25K 5 0.02% New
1753
CCM
Cribstone Capital Management
Maine
$24K $0 1 0.02% Maintained
1754
RGIA
Rainier Group Investment Advisory
Washington
$24K +$20.4K 1 0.01% New
1755
BAMG
Brand Asset Management Group
Missouri
$23K $0 1 0.01% Maintained
1756
PP
Pacifica Partners
Canada
$23K $0 3 0.03% Maintained
1757
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$23K +$1.52K 6 0.01% Increased
1758
CDIA
Capital Directions Investment Advisors
Georgia
$22K $0 1 0.01% Maintained
1759
CA
Crewe Advisors
Utah
$22K +$25.4K 1 0.01% New
1760
HWA
HHM Wealth Advisors
Tennessee
$22K +$10.5K 2 0.01% Increased
1761
HWM
HighMark Wealth Management
Minnesota
$22K -$1.53K 2 0.02% Reduced
1762
TL
TrueWealth LLC
Georgia
$22K -$4.36K 5 0.01% Reduced
1763
IWP
IAG Wealth Partners
Wisconsin
$21K $0 2 0.01% Maintained
1764
ATC
Adirondack Trust Company
New York
$20K $0 1 0.01% Maintained
1765
GAM
Gemmer Asset Management
California
$20K +$365 6 0% Increased
1766
CMA
Cedar Mountain Advisors
Oregon
$18K $0 2 0.01% Maintained
1767
Sageworth Trust
Sageworth Trust
Pennsylvania
$18K +$857 3 0% Increased
1768
CFFP
Center for Financial Planning
Michigan
$17K -$19K 2 0.01% Reduced
1769
GW&K Investment Management
GW&K Investment Management
Massachusetts
$17K +$3.6K 1 0% Increased
1770
SJIM
St. Johns Investment Management
Florida
$17K +$234 2 0.01% Increased
1771
CFO
CVA Family Office
Colorado
$16K $0 2 0.01% Maintained
1772
JWM
Janiczek Wealth Management
Colorado
$15K +$2.06K 2 0.01% Increased
1773
PCFFS
Pacific Center for Financial Services
California
$15K $0 1 0.01% Maintained
1774
SWM
Selective Wealth Management
Virginia
$15K $0 1 0.01% Maintained
1775
VCM
Versant Capital Management
Arizona
$15K -$2.37K 2 0.01% Reduced