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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
IRAG
Investment Research & Advisory Group
Georgia
$7K $0 1 0.01% Maintained
1802
IF
Ironwood Financial
Arizona
$7K +$5.49K 2 0% Increased
1803
RIA
RPG Investment Advisory
California
$7K +$3.97K 2 0% Increased
1804
WAMC
Western Asset Management Company
California
$7K +$6.15K 2 0% New
1805
APC
Aspire Private Capital
North Carolina
$6K +$6.77K 2 0% Increased
1806
LAS
Lloyd Advisory Services
Georgia
$6K +$3.17K 2 0% Increased
1807
SA
SRH Advisors
Kansas
$6K $0 2 0.01% Maintained
1808
SWM
Sugarloaf Wealth Management
Georgia
$6K -$2K 2 0% Reduced
1809
EWM
Elmwood Wealth Management
California
$5K -$13K 2 0% Reduced
1810
EWA
Evolution Wealth Advisors
Florida
$5K -$1.08K 2 0% Reduced
1811
MFT
Moisand Fitzgerald Tamayo
Florida
$5K +$4.33K 3 0% Increased
1812
NL
NVWM LLC
Pennsylvania
$5K -$1.53K 1 0% Reduced
1813
SIA
SeaBridge Investment Advisors
New Jersey
$5K $0 1 0% Maintained
1814
TVWM
Tower View Wealth Management
Wisconsin
$5K +$5.21K 1 0% New
1815
MC
Martin Currie
United Kingdom
$4K $0 1 0% Maintained
1816
PG
Proffitt & Goodson
Tennessee
$4K +$4.53K 1 0% New
1817
CAL
Capital Advisors Ltd
Ohio
$3K $0 1 0% Maintained
1818
HS
Horan Securities
United States
$3K +$2.62K 1 0% New
1819
LWA
Lowe Wealth Advisors
Maryland
$3K -$43K 1 0% Reduced
1820
MIM
Macroview Investment Management
Maryland
$3K +$906 1 0.01% Increased
1821
NC
NewSquare Capital
Pennsylvania
$3K +$2.08K 2 0% Increased
1822
RAM
Riggs Asset Management
Pennsylvania
$3K $0 1 0% Maintained
1823
TCM
TD Capital Management
Tennessee
$3K $0 2 0% Maintained
1824
FFC
First Financial Corp
Indiana
$2K +$297 2 0% Increased
1825
MWC
MBM Wealth Consultants
Missouri
$2K $0 1 0% Maintained