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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
EWM
Elmwood Wealth Management
California
$5K $0 2 0% Maintained
1827
FP
Fiduciary Planning
Florida
$5K +$5.38K 1 0.01% New
1828
PG
Proffitt & Goodson
Tennessee
$5K $0 1 0% Maintained
1829
SIA
SeaBridge Investment Advisors
New Jersey
$5K $0 1 0% Maintained
1830
TVWM
Tower View Wealth Management
Wisconsin
$5K $0 1 0% Maintained
1831
CAL
Capital Advisors Ltd
Ohio
$4K $0 1 0% Maintained
1832
HFS
Horizon Financial Services
North Carolina
$4K +$3.65K 1 0% New
1833
TCM
TD Capital Management
Tennessee
$4K $0 2 0% Maintained
1834
APC
Aspire Private Capital
North Carolina
$3K -$2.97K 1 0% Reduced
1835
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$3K -$805K 1 0% Reduced
1836
HS
Horan Securities
United States
$3K $0 1 0% Maintained
1837
LWA
Lowe Wealth Advisors
Maryland
$3K $0 1 0% Maintained
1838
TWP
TFO Wealth Partners
Ohio
$3K +$2.9K 1 0% New
1839
DRS
Deane Retirement Strategies
Louisiana
$2K +$1.46K 1 0% New
1840
LAS
Lloyd Advisory Services
Georgia
$2K -$4.46K 1 0% Reduced
1841
MWC
MBM Wealth Consultants
Missouri
$2K $0 1 0% Maintained
1842
PW
Price Wealth
Texas
$2K $0 1 0% Maintained
1843
TJHA
Thomas J. Herzfeld Advisors
Florida
$2K $0 1 0% Maintained
1844
AP
Atwood & Palmer
Missouri
$1K $0 1 0% Maintained
1845
BCA
Bray Capital Advisors
Florida
$1K $0 1 0% Maintained
1846
CWM
Cedar Wealth Management
California
$1K $0 1 0% Maintained
1847
CWAF
Core Wealth Advisors (Florida)
Florida
$1K +$730 1 0% New
1848
NC
NewSquare Capital
Pennsylvania
$1K -$2.5K 1 0% Reduced
1849
BFG
Baron Financial Group
New Jersey
$859 +$953 1 0% New
1850
1W
1776 Wealth
Georgia
$0 -$12K 0 – Closed