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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
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$7K $0 1 0% Maintained
1802
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$7K +$840 1 0% Increased
1803
TF
TimeScale Financial
Massachusetts
$7K +$5.7K 1 0% New
1804
RAM
Riggs Asset Management
Pennsylvania
$6K $0 1 0% Maintained
1805
SA
SRH Advisors
Kansas
$6K $0 2 0.02% Maintained
1806
TM
Titan Managers
Arizona
$5K +$5.27K 1 0% New
1807
LPWM
Lake Point Wealth Management
Texas
$4K $0 1 0% Maintained
1808
PW
Price Wealth
Texas
$4K +$3.96K 1 0% New
1809
TCM
TD Capital Management
Tennessee
$4K $0 2 0% Maintained
1810
APC
Aspire Private Capital
North Carolina
$3K -$60.2K 2 0% Reduced
1811
GSC
G&S Capital
Colorado
$3K -$88.4K 1 0% Reduced
1812
MWC
MBM Wealth Consultants
Missouri
$3K $0 1 0% Maintained
1813
MCM
MV Capital Management
Maryland
$3K -$2.22K 1 0% Reduced
1814
PWP
Personal Wealth Partners
Minnesota
$2K +$1.68K 1 0% New
1815
SFA
Semmax Financial Advisors
North Carolina
$2K -$12.1K 1 0% Reduced
1816
FMP
Financial Management Professionals
Texas
$1K $0 1 0% Maintained
1817
HI
Human Investing
Oregon
$1K $0 2 0% Maintained
1818
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$1K +$956 1 0% New
1819
MC
Martin Currie
United Kingdom
$1K +$1.68K 1 0% Increased
1820
NC
NewSquare Capital
Pennsylvania
$1K $0 1 0% Maintained
1821
55I LLC
55I LLC
Massachusetts
$0 -$882K 0 – Closed
1822
AC
Abbrea Capital
California
$0 -$206K 0 – Closed
1823
ACC
Accident Compensation Corp
New Zealand
$0 -$894K 0 – Closed
1824
AAC
Acorn Advisory Capital
New York
$0 -$239K 0 – Closed
1825
Advisory Alpha
Advisory Alpha
Michigan
$0 -$19.6K 0 – Closed