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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
GFL
Granite FO LLC
New Hampshire
$1.2K $0 1 0% Maintained
1827
CWM
Copia Wealth Management
Oregon
$1.19K $0 1 0% Maintained
1828
PS
Pinney & Scofield
Massachusetts
$1.19K $0 1 0% Maintained
1829
DF
DecisionPoint Financial
Arizona
$1.18K -$1.4K 2 0% Reduced
1830
AP
Aspect Partners
Virginia
$1.17K +$154 2 0% Increased
1831
IPS
Investors Portfolio Services
Washington
$1.11K +$1.26K 3 0% New
1832
PWA
Portus Wealth Advisors
North Carolina
$1.01K +$1.03K 2 0% New
1833
PJC
Phillip James Consulting
Minnesota
$1K +$772 1 0% New
1834
KFG
Kingdom Financial Group
Arizona
$968 +$107 1 0% Increased
1835
LAS
Lloyd Advisory Services
Georgia
$968 -$68.4K 1 0% Reduced
1836
SWIM
Smallwood Wealth Investment Management
New Jersey
$954 $0 2 0% Maintained
1837
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$904 -$5.41M 1 0% Reduced
1838
1CP
1015 Capital Partners
Pennsylvania
$900 +$668 1 0% Increased
1839
BONH
Bank of New Hampshire
New Hampshire
$893 +$1.05K 1 0% New
1840
AIS
Advocate Investing Services
Maryland
$756 $0 2 0% Maintained
1841
PFA
Pillar Financial Advisors
Kentucky
$661 $0 1 0% Maintained
1842
MWA
Merkkuri Wealth Advisors
New York
$655 +$785 2 0% New
1843
LHEI
Leo H. Evart Inc
California
$647 +$780 1 0% New
1844
MAM
Marquette Asset Management
Minnesota
$600 $0 1 0% Maintained
1845
NWS
Nvest Wealth Strategies
Ohio
$600 +$618 1 0% New
1846
TFM
TFC Financial Management
Massachusetts
$600 $0 1 0% Maintained
1847
RCM
Ravenstone Capital Management
$511 $0 1 0% Maintained
1848
CYG
Clean Yield Group
Vermont
$487 $0 2 0% Maintained
1849
ECA
Elevated Capital Advisors
Utah
$450 -$154 1 0% Reduced
1850
SA
Seneschal Advisors
Washington
$450 +$331 1 0% Increased