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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
HWM
HighMark Wealth Management
Minnesota
$23K +$1.1K 2 0.02% Increased
1777
CDIA
Capital Directions Investment Advisors
Georgia
$22K $0 1 0.01% Maintained
1778
IWP
IAG Wealth Partners
Wisconsin
$22K $0 2 0.01% Maintained
1779
GAM
Gemmer Asset Management
California
$21K -$2.97K 5 0% Reduced
1780
PP
Pacifica Partners
Canada
$21K $0 3 0.02% Maintained
1781
VNA
Valley National Advisers
Pennsylvania
$21K -$11.2K 5 0% Reduced
1782
CMA
Cedar Mountain Advisors
Oregon
$20K $0 2 0.01% Maintained
1783
MWP
Meridian Wealth Partners
Pennsylvania
$20K +$19.7K 1 0.01% New
1784
BCM
Birch Capital Management
Texas
$19K +$21.6K 1 0.02% New
1785
FEG
Financial Enhancement Group
Indiana
$19K +$1.82K 3 0% Increased
1786
SJIM
St. Johns Investment Management
Florida
$19K $0 2 0.01% Maintained
1787
ATC
Adirondack Trust Company
New York
$18K $0 1 0.01% Maintained
1788
LWA
Lenox Wealth Advisors
New York
$18K -$13.1K 4 0% Reduced
1789
HGWM
Harvest Group Wealth Management
Massachusetts
$17K $0 2 0.01% Maintained
1790
VCM
Versant Capital Management
Arizona
$17K $0 2 0.01% Maintained
1791
EWA
Evolution Wealth Advisors
Florida
$16K +$10K 4 0% Increased
1792
GW&K Investment Management
GW&K Investment Management
Massachusetts
$16K +$1.25K 1 0% Increased
1793
PCFFS
Pacific Center for Financial Services
California
$16K $0 1 0.01% Maintained
1794
SWM
Selective Wealth Management
Virginia
$16K $0 1 0.01% Maintained
1795
TF
TimeScale Financial
Massachusetts
$16K $0 1 0% Maintained
1796
CWC
Carolinas Wealth Consulting
North Carolina
$15K -$11.9K 5 0.01% Reduced
1797
FMP
Financial Management Professionals
Texas
$15K +$1.72K 4 0.01% Increased
1798
CFO
CVA Family Office
Colorado
$14K -$2.9K 2 0.01% Reduced
1799
LWS
Lucia Wealth Services
California
$14K $0 1 0% Maintained
1800
ADL
Asset Dedication LLC
California
$13K +$12K 1 0% New