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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
Harvest Fund Management
Harvest Fund Management
China
$15K +$14.3K 1 0% New
1802
OAJ
Ogorek Anthony Joseph
New York
$14K $0 1 0.01% Maintained
1803
MBTD
Mechanics Bank - Trust Department
California
$13K +$12.4K 1 0% New
1804
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$12K +$12K 1 0% New
1805
GCM
Gables Capital Management
Florida
$12K +$10.9K 1 0.01% New
1806
JWA
JFS Wealth Advisors
Pennsylvania
$12K $0 1 0% Maintained
1807
SB
Strategic Blueprint
Georgia
$12K +$12.3K 1 0.01% New
1808
TC
Trust Company
Kansas
$12K $0 1 0.01% Maintained
1809
Avior Wealth Management
Avior Wealth Management
Nebraska
$11K $0 2 0% Maintained
1810
APC
Aspire Private Capital
North Carolina
$10K +$8.37K 3 0% Increased
1811
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$10K $0 2 0.01% Maintained
1812
SIA
SeaBridge Investment Advisors
New Jersey
$10K $0 1 0% Maintained
1813
CFN
Cordasco Financial Network
Florida
$9K $0 2 0.01% Maintained
1814
EWM
Edge Wealth Management
New York
$9K $0 1 0% Maintained
1815
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$8K $0 1 0.02% Maintained
1816
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$8K -$335 1 0% Reduced
1817
IF
Ironwood Financial
Arizona
$8K $0 1 0% Maintained
1818
RIA
RPG Investment Advisory
California
$8K $0 1 0% Maintained
1819
Altshuler Shaham
Altshuler Shaham
Israel
$7K +$6.43K 1 0% New
1820
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$7K $0 1 0% Maintained
1821
CAL
Capital Advisors Ltd
Ohio
$6K -$37K 1 0% Reduced
1822
SA
SRH Advisors
Kansas
$6K $0 2 0.02% Maintained
1823
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$5K -$1.67K 1 0% Reduced
1824
RAM
Riggs Asset Management
Pennsylvania
$5K $0 1 0% Maintained
1825
DOA
D'Orazio & Associates
Virginia
$4K +$4.2K 2 0% New