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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
AW
Avion Wealth
Texas
$11K +$4.91K 3 0% Increased
1777
PSFG
Park Square Financial Group
Georgia
$10.9K +$7.81K 2 0.06% New
1778
OSNBOA
Old Second National Bank of Aurora
Illinois
$10.8K $0 1 0% Maintained
1779
PCFFS
Pacific Center for Financial Services
California
$10.8K $0 1 0% Maintained
1780
SNB
Security National Bank
Nebraska
$10.7K +$11.8K 1 0% Increased
1781
ACM
Anfield Capital Management
California
$10.7K $0 4 0% Maintained
1782
GWSA
Global Wealth Strategies & Associates
Colorado
$10.3K -$3.43K 1 0% Reduced
1783
YP
YANKCOM Partnership
South Dakota
$10.2K +$9.87K 1 0% New
1784
ATC
Adirondack Trust Company
New York
$10.1K $0 1 0% Maintained
1785
KA
Kozak & Associates
Colorado
$9.97K -$1.8K 1 0% Reduced
1786
DI
DAGCO Inc
Ohio
$9.76K $0 1 0% Maintained
1787
WBC
West Branch Capital
Massachusetts
$9.76K $0 1 0% Maintained
1788
SFS
Sunrise Financial Services
Washington
$9.67K +$10.2K 3 0.01% New
1789
KBFS
Kohmann Bosshard Financial Services
Ohio
$9.61K +$9.99K 3 0% New
1790
GCM
Gunpowder Capital Management
Maryland
$9.54K +$9.25K 1 0.01% New
1791
BHWM
Beaird Harris Wealth Management
Texas
$9.52K -$3.78K 1 0% Reduced
1792
RTL
Red Tortoise LLC
Georgia
$9.41K -$3.7K 3 0% Reduced
1793
PMFA
Plante Moran Financial Advisors
Michigan
$9.07K $0 4 0% Maintained
1794
CIAS
CBIZ Investment Advisory Services
Ohio
$9.03K +$4.89K 2 0% Increased
1795
FMP
Financial Management Professionals
Texas
$8.98K +$1.78K 2 0% Increased
1796
RWPA
Richard W. Paul & Associates
Michigan
$8.8K $0 1 0% Maintained
1797
PWA
Principia Wealth Advisory
Texas
$8.7K -$96 4 0.01% Reduced
1798
ATC
Advantage Trust Company
Kansas
$8.63K $0 1 0% Maintained
1799
W
WealthCollab
Washington
$8.43K +$4.97K 2 0% Increased
1800
EWM
Evermay Wealth Management
Virginia
$8.28K -$14 1 0% Reduced