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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
1776
TF
TimeScale Financial
Massachusetts
$28K +$20.1K 2 0.01% Increased
1777
CYG
Clean Yield Group
Vermont
$27K $0 2 0.01% Maintained
1778
CDIA
Capital Directions Investment Advisors
Georgia
$26K +$26.9K 1 0.01% New
1779
PO
Private Ocean
California
$26K $0 1 0.01% Maintained
1780
TFO
Tarbox Family Office
California
$26K -$434 3 0.01% Reduced
1781
HS
Horan Securities
United States
$25K $0 1 0.03% Maintained
1782
JWM
Janiczek Wealth Management
Colorado
$25K $0 1 0.01% Maintained
1783
GWAG
Garrett Wealth Advisory Group
Texas
$24.7K +$24.1K 5 0.02% New
1784
1NWS
1 North Wealth Services
Maryland
$24K +$27K 4 0.02% New
1785
RBC
Roble Belko & Company
Pennsylvania
$23K $0 1 0.01% Maintained
1786
VEA
Virtus ETF Advisers
New York
$22K +$2.19K 1 0% Increased
1787
GEA
Glen Eagle Advisors
New Jersey
$21.8K $0 2 0.01% Maintained
1788
SJIM
St. Johns Investment Management
Florida
$21K $0 1 0.02% Maintained
1789
Advisory Alpha
Advisory Alpha
Michigan
$20.9K +$21.6K 4 0.01% New
1790
LWA
Lenox Wealth Advisors
New York
$20K $0 3 0% Maintained
1791
Arax Advisory Partners
Arax Advisory Partners
Colorado
$19K -$6K 2 0.01% Reduced
1792
AIM
Arcadia Investment Management
Michigan
$19K $0 1 0.01% Maintained
1793
GW&K Investment Management
GW&K Investment Management
Massachusetts
$19K +$20.2K 1 0% New
1794
Larson Financial Group
Larson Financial Group
Missouri
$19K +$12.8K 2 0.01% Increased
1795
PCFFS
Pacific Center for Financial Services
California
$19K +$1K 2 0.01% Increased
1796
TI
Truehand Inc
New Hampshire
$19K $0 1 0.01% Maintained
1797
FGAM
Financial Gravity Asset Management
Texas
$17K -$14.5K 5 0.01% Reduced
1798
EWM
Elmwood Wealth Management
California
$16K $0 2 0.02% Maintained
1799
ME
McIlrath & Eck
Washington
$16K +$729 3 0.01% Increased
1800
TA
Thor Advisors
New York
$16K +$14.6K 1 0.02% New