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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
M
MOTCO
Texas
$38K $0 4 0% Maintained
1752
TC
Truvestments Capital
Florida
$38K -$120K 1 0.03% Reduced
1753
VRM
Vectors Research Management
New York
$35K +$139K 3 0.01% Increased
1754
CA
Centerpoint Advisors
Massachusetts
$33K +$2.19K 2 0.02% Increased
1755
KLWA
Kelly Lawrence W & Associates
California
$32K $0 1 0.01% Maintained
1756
JWM
Janiczek Wealth Management
Colorado
$31K +$14.5K 3 0.02% Increased
1757
Mather Group
Mather Group
Illinois
$31K +$20 1 0% Increased
1758
SLF
Sun Life Financial
Ontario, Canada
$31K -$402K 3 0% Reduced
1759
HCP
Hexagon Capital Partners
Arkansas
$30K +$35K 5 0.01% New
1760
HFS
Howard Financial Services
Texas
$30K $0 1 0.02% Maintained
1761
NR
Newfound Research
Massachusetts
$30K +$28.5K 1 0.09% New
1762
CIA
Compass Ion Advisors
Pennsylvania
$28K +$31.1K 1 0.02% New
1763
RG
Retirement Group
California
$28K $0 5 0.02% Maintained
1764
SOAMC
Spirit of America Management Corp
New York
$28K $0 1 0.01% Maintained
1765
APW
Acima Private Wealth
Virginia
$27K -$28.5K 2 0.02% Reduced
1766
HDIM
Hanson & Doremus Investment Management
Vermont
$27K -$1K 3 0.01% Reduced
1767
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$27K -$1.54K 6 0.01% Reduced
1768
CB
CNB Bank
Pennsylvania
$26K -$3.83K 1 0.02% Reduced
1769
CMO
Covenant Multifamily Offices
Texas
$26K -$200K 1 0.01% Reduced
1770
CA
Crewe Advisors
Utah
$26K +$5.3K 3 0.01% Increased
1771
CCM
Cribstone Capital Management
Maine
$26K $0 1 0.02% Maintained
1772
T2I
Turim 21 Investimentos
Brazil
$26K -$4.9M 1 0.03% Reduced
1773
AWM
Adams Wealth Management
Utah
$24K +$23.7K 1 0.02% New
1774
BAMG
Brand Asset Management Group
Missouri
$24K $0 1 0.02% Maintained
1775
HWA
HHM Wealth Advisors
Tennessee
$24K $0 2 0.01% Maintained