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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
1851
PS
Planned Solutions
California
$101K $0 1 0.08% Maintained
1852
First Pacific Advisors
First Pacific Advisors
California
$99K -$118K 1 0% Reduced
1853
HI
Hudock Inc
Pennsylvania
$99K +$23.6K 4 0.03% Increased
1854
IR
Invictus RG
Bermuda
$99K +$87K 1 1.01% Increased
1855
KFI
Key Financial Inc
Pennsylvania
$98K +$87.5K 3 0.07% New
1856
FPB
First PREMIER Bank
South Dakota
$97K +$30.4K 2 0.04% Increased
1857
TCCM
Timber Creek Capital Management
Massachusetts
$95K $0 2 0.04% Maintained
1858
COCM
Charter Oak Capital Management
New Hampshire
$94K +$88.2K 3 0.01% New
1859
CYG
Clean Yield Group
Vermont
$93K -$5.16K 3 0.03% Reduced
1860
NIM
NuWave Investment Management
New Jersey
$93K -$239K 1 0.12% Reduced
1861
SAM
S.A. Mason
Michigan
$93K +$1.35K 2 0.08% Increased
1862
TIM
Tortoise Investment Management
New York
$92K -$1K 2 0.02% Reduced
1863
TFM
TFC Financial Management
Massachusetts
$91K $0 2 0.04% Maintained
1864
MIM
Merrion Investment Management
New Jersey
$90K +$80.5K 3 0.08% New
1865
NWA
Navis Wealth Advisors
New York
$90K +$84.7K 1 0.08% New
1866
AFG
Albion Financial Group
Utah
$89K +$80.8K 2 0.01% New
1867
VAIA
Virtus Alternative Investment Advisers
Connecticut
$89K -$22.6K 4 1.33% Reduced
1868
DSC
Duncker Streett & Co
Missouri
$88K $0 1 0.02% Maintained
1869
FWM
Focused Wealth Management
New York
$87K -$138K 4 0.02% Reduced
1870
FRA
Front Row Advisors
California
$87K -$149 3 0.04% Reduced
1871
DAM
Deltec Asset Management
New York
$86K $0 1 0.01% Maintained
1872
AIC
Ayalon Insurance Company
Israel
$85K $0 1 0.04% Maintained
1873
AWG
Altus Wealth Group
Colorado
$84K +$77.1K 3 0.08% New
1874
BWM
Birchcreek Wealth Management
Ohio
$84K +$75.7K 1 0.08% New
1875
JWM
Jackson Wealth Management
Florida
$83K +$72.9K 1 0.01% New