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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
1801
Shelton Capital Management
Shelton Capital Management
Colorado
$10.7K -$825K 2 0.04% Reduced
1802
JGIA
Jackson Grant Investment Advisers
Connecticut
$10K -$129K 1 0.01% Reduced
1803
JWA
JFS Wealth Advisors
Pennsylvania
$10K +$9.94K 1 0% New
1804
LGWM
Litman Gregory Wealth Management
California
$9K $0 1 0% Maintained
1805
Walleye Capital
Walleye Capital
New York
$9K +$8.21K 1 0% New
1806
EWM
Edge Wealth Management
New York
$8K $0 1 0% Maintained
1807
LYV
Live Your Vision
Pennsylvania
$8K $0 1 0% Maintained
1808
SIA
SeaBridge Investment Advisors
New Jersey
$8K $0 1 0% Maintained
1809
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$7K +$6.74K 1 0.03% New
1810
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$7K $0 1 0% Maintained
1811
HI
Human Investing
Oregon
$7K $0 2 0% Maintained
1812
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$6K $0 1 0% Maintained
1813
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$6K +$763 1 0% Increased
1814
MC
Martin Currie
United Kingdom
$6K $0 1 0% Maintained
1815
SA
SRH Advisors
Kansas
$6K $0 2 0.02% Maintained
1816
Causeway Capital Management
Causeway Capital Management
California
$5K -$13.9K 1 0% Reduced
1817
RAM
Riggs Asset Management
Pennsylvania
$5K $0 1 0% Maintained
1818
LPWM
Lake Point Wealth Management
Texas
$4K $0 1 0% Maintained
1819
MCM
MV Capital Management
Maryland
$4K +$4.1K 1 0% New
1820
TCM
TD Capital Management
Tennessee
$4K $0 2 0% Maintained
1821
MWC
MBM Wealth Consultants
Missouri
$3K $0 1 0% Maintained
1822
TA
Thor Advisors
New York
$3K +$3.27K 1 0.04% New
1823
FMP
Financial Management Professionals
Texas
$2K $0 1 0% Maintained
1824
ACM
Aviance Capital Management
Florida
$1K -$99.8K 1 0% Reduced
1825
NC
NewSquare Capital
Pennsylvania
$1K $0 1 0% Maintained