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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
PMFA
Plante Moran Financial Advisors
Michigan
$9.15K $0 4 0% Maintained
1827
MASECO Private Wealth
MASECO Private Wealth
$9.08K +$29 3 0% Increased
1828
PP
Pacifica Partners
Canada
$8.88K $0 2 0% Maintained
1829
PWA
Principia Wealth Advisory
Texas
$8.78K +$4.93K 5 0.01% Increased
1830
PLU
Performa Ltd (US)
South Carolina
$8.65K -$30.6K 1 0% Reduced
1831
IAIM
International Assets Investment Management
Florida
$8.57K $0 1 0% Maintained
1832
KG
Kilter Group
New York
$8.5K -$706 6 0% Reduced
1833
SHIM
Stone House Investment Management
Pennsylvania
$8.21K $0 1 0% Maintained
1834
NFSG
Newbridge Financial Services Group
Florida
$8.17K -$54.4K 2 0% Reduced
1835
EWM
Evermay Wealth Management
Virginia
$8.1K -$191 2 0% Reduced
1836
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$8K -$1.03M 2 0% Reduced
1837
TFGT
TS Financial Group (TSFG)
Illinois
$8K +$954 3 0% Increased
1838
DWM
Dogwood Wealth Management
Kansas
$7.65K +$318 2 0% Increased
1839
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$7.16K -$324K 1 0% Reduced
1840
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$7.09K +$377 1 0% Increased
1841
FMP
Financial Management Professionals
Texas
$7.01K -$954 2 0% Reduced
1842
HAP
Harbor Asset Planning
Massachusetts
$6.98K $0 1 0.01% Maintained
1843
NC
North Capital
Utah
$6.94K +$168 2 0.01% Increased
1844
FPF
First Pacific Financial
Washington
$6.92K -$21.7K 2 0% Reduced
1845
FCMT
Founders Capital Management (Texas)
Texas
$6.88K $0 1 0% Maintained
1846
HHMI
Howard Hughes Medical Institute
Maryland
$6.88K -$347 3 0% Reduced
1847
TCM
TD Capital Management
Tennessee
$6.8K $0 2 0% Maintained
1848
VWM
Vermillion Wealth Management
Minnesota
$6.41K $0 3 0% Maintained
1849
TTIC
Tower Trust & Investment Company
Iowa
$6.3K $0 1 0% Maintained
1850
IWP
IAG Wealth Partners
Wisconsin
$6.23K $0 2 0% Maintained