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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
1826
MIM
Macroview Investment Management
Maryland
$4K +$4.02K 1 0.01% New
1827
MC
Martin Currie
United Kingdom
$4K -$3.35K 1 0% Reduced
1828
MWC
MBM Wealth Consultants
Missouri
$4K $0 1 0% Maintained
1829
PWP
Personal Wealth Partners
Minnesota
$4K +$1.81K 2 0% Increased
1830
TCM
TD Capital Management
Tennessee
$4K $0 2 0% Maintained
1831
FMP
Financial Management Professionals
Texas
$3K +$2.28K 2 0% Increased
1832
PW
Price Wealth
Texas
$3K $0 1 0% Maintained
1833
PHK
Point72 Hong Kong
Hong Kong
$2K -$983K 2 0% Reduced
1834
GSC
G&S Capital
Colorado
$1K $0 1 0% Maintained
1835
NC
NewSquare Capital
Pennsylvania
$1K $0 1 0% Maintained
1836
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$0 -$151K 0 – Closed
1837
AP
Advisors Preferred
Maryland
$0 -$51K 0 – Closed
1838
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$0 -$1.4M 0 – Closed
1839
AIM
Alambic Investment Management
California
$0 -$756K 0 – Closed
1840
ATFA
All Terrain Financial Advisors
Minnesota
$0 -$1.15M 0 – Closed
1841
AMM
American Money Management
California
$0 -$1.79M 0 – Closed
1842
Artemis Investment Management
Artemis Investment Management
United Kingdom
$0 -$4.14M 0 – Closed
1843
Aspiriant LLC
Aspiriant LLC
California
$0 -$201K 0 – Closed
1844
AAM
Augustine Asset Management
Florida
$0 -$282K 0 – Closed
1845
BOE
Bank of Edwardsville
Illinois
$0 -$247K 0 – Closed
1846
BOTW
Bank of the West
California
$0 -$338K 0 – Closed
1847
BHWM
Bay Harbor Wealth Management
Maryland
$0 $0 1 0% Maintained
1848
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$0 $0 0 – Closed
1849
BPWA
Beacon Pointe Wealth Advisors
California
$0 -$317K 0 – Closed
1850
BFWA
Benchmark Financial Wealth Advisors
Florida
$0 -$281K 0 – Closed