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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
HB
Horizon Bancorp
Indiana
$20K $0 1 0.01% Maintained
1802
WTFG
Wood Tarver Financial Group
Idaho
$20K $0 3 0.01% Maintained
1803
RF
Robinswood Financial
Washington
$19.8K +$3.05K 3 0.01% Increased
1804
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$19.7K $0 1 0.01% Maintained
1805
CPG
Cornerstone Planning Group
New Jersey
$19.6K -$574 6 0% Reduced
1806
CWMK
Caliber Wealth Management (Kansas)
Kansas
$19.6K $0 1 0% Maintained
1807
T
Transce3nd
Texas
$19.6K $0 5 0.01% Maintained
1808
WWM
Wolff Wiese Magana
California
$19.5K $0 5 0.01% Maintained
1809
Brighton Jones LLC
Brighton Jones LLC
Washington
$19.2K +$14.5K 1 0% Increased
1810
HDIM
Hanson & Doremus Investment Management
Vermont
$19K $0 1 0% Maintained
1811
RWM
Raffa Wealth Management
District of Columbia
$18.7K -$5.55K 8 0% Reduced
1812
CCMI
Creative Capital Management Investments
California
$18.5K +$20.4K 1 0.01% New
1813
KPP
Kings Path Partners
Texas
$18.5K $0 1 0.01% Maintained
1814
RWA
Roberts Wealth Advisors
California
$18.5K $0 1 0.01% Maintained
1815
VWA
VSM Wealth Advisory
Maryland
$18.3K -$65.1K 1 0.01% Reduced
1816
TCM
Traynor Capital Management
Pennsylvania
$18.1K -$11.1K 1 0% Reduced
1817
NEWAS
N.E.W. Advisory Services
Wisconsin
$18.1K $0 2 0% Maintained
1818
CMP
Coston McIsaac & Partners
Maine
$18K +$847 4 0% Increased
1819
BWM
Bullock Wealth Management
Indiana
$17.7K -$210 1 0.01% Reduced
1820
CAM
Chesapeake Asset Management
New York
$17.5K -$917 1 0.02% Reduced
1821
CWP
Clark Wealth Partners
Illinois
$16.6K -$859 4 0.01% Reduced
1822
HIMS
Hager Investment Management Services
New Hampshire
$16.1K $0 1 0.01% Maintained
1823
Altshuler Shaham
Altshuler Shaham
Israel
$16.1K -$956K 1 0% Reduced
1824
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K -$3K 1 0.01% Reduced
1825
GC
GFG Capital
Florida
$15.9K -$218K 1 0% Reduced