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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
SOAMC
Spirit of America Management Corp
New York
$28K $0 1 0% Maintained
1827
CDIA
Capital Directions Investment Advisors
Georgia
$27K $0 1 0.01% Maintained
1828
CYG
Clean Yield Group
Vermont
$27K $0 2 0.01% Maintained
1829
TJHA
Thomas J. Herzfeld Advisors
Florida
$27K -$2.11K 1 0.01% Reduced
1830
EWP
Engrave Wealth Partners
Texas
$26K +$29.1K 4 0.02% New
1831
HWM
HighMark Wealth Management
Minnesota
$26K +$26.2K 2 0.03% New
1832
CFFP
Center for Financial Planning
Michigan
$25K +$24.9K 2 0.01% New
1833
SWM
Selective Wealth Management
Virginia
$25K $0 1 0.03% Maintained
1834
GAM
Gemmer Asset Management
California
$24K -$14K 5 0.01% Reduced
1835
IWP
IAG Wealth Partners
Wisconsin
$24K +$22.9K 2 0.02% New
1836
JSC
Jackson Square Capital
California
$24K +$23.4K 2 0.01% New
1837
Sageworth Trust
Sageworth Trust
Pennsylvania
$24K -$20K 2 0% Reduced
1838
TF
TimeScale Financial
Massachusetts
$24K $0 2 0.01% Maintained
1839
TL
TrueWealth LLC
Georgia
$24K -$28.7K 5 0.01% Reduced
1840
WAS
Winch Advisory Services
Wisconsin
$24K -$1.8K 2 0.01% Reduced
1841
RBC
Roble Belko & Company
Pennsylvania
$23K $0 1 0.01% Maintained
1842
SL
Savior LLC
Massachusetts
$23K +$22.1K 4 0.03% New
1843
VCM
Versant Capital Management
Arizona
$23K -$11.1K 3 0.01% Reduced
1844
GW&K Investment Management
GW&K Investment Management
Massachusetts
$22K +$2.11K 1 0% Increased
1845
LWA
Lenox Wealth Advisors
New York
$22K +$4.39K 5 0% Increased
1846
1NWS
1 North Wealth Services
Maryland
$21K $0 4 0.01% Maintained
1847
ATC
Adirondack Trust Company
New York
$21K -$10.7K 1 0.01% Reduced
1848
JWM
Janiczek Wealth Management
Colorado
$21K $0 1 0.01% Maintained
1849
1W
1776 Wealth
Georgia
$20K +$20.8K 1 0.02% New
1850
Arax Advisory Partners
Arax Advisory Partners
Colorado
$20K $0 2 0.01% Maintained