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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
NR
Newfound Research
Massachusetts
$103K +$31K 1 0.17% Increased
1852
COCM
Charter Oak Capital Management
New Hampshire
$102K -$6.31K 2 0.01% Reduced
1853
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$102K -$2K 2 0.08% Reduced
1854
VC
Vestor Capital
Illinois
$101K -$21.8K 1 0.01% Reduced
1855
RWM
Raffa Wealth Management
District of Columbia
$99.3K +$6.68K 9 0.03% Increased
1856
AFG
Albion Financial Group
Utah
$98K $0 3 0.01% Maintained
1857
HI
Hoey Investments
Pennsylvania
$96K -$25.1K 2 0.03% Reduced
1858
First Pacific Advisors
First Pacific Advisors
California
$95K $0 1 0% Maintained
1859
MWA
Moser Wealth Advisors
Washington
$95K $0 1 0.06% Maintained
1860
SC
Sierra Capital
Florida
$94K $0 1 0.02% Maintained
1861
GLLW
Graves Light Lenhart Wealth
Virginia
$93K +$775 4 0.01% Increased
1862
AP
Arlington Partners
Alabama
$90K +$70.9K 2 0.03% Increased
1863
HF
Halpern Financial
Virginia
$88.7K +$15.8K 3 0.04% Increased
1864
SN
Sittner & Nelson
Oregon
$88K $0 3 0.06% Maintained
1865
SOW
State of Wyoming
Wyoming
$88K -$1.1K 3 0.06% Reduced
1866
Arax Advisory Partners
Arax Advisory Partners
Colorado
$87K +$29.3K 7 0.01% Increased
1867
GWSG
GPS Wealth Strategies Group
Colorado
$85K -$418K 5 0.02% Reduced
1868
CWC
Carolinas Wealth Consulting
North Carolina
$84K $0 3 0.02% Maintained
1869
DSC
Duncker Streett & Co
Missouri
$84K $0 1 0.02% Maintained
1870
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$83K -$12K 4 0.01% Reduced
1871
ME
McIlrath & Eck
Washington
$81K +$6.14K 4 0.02% Increased
1872
DP
Denver PWM
Colorado
$80K $0 1 0.03% Maintained
1873
NIM
NuWave Investment Management
New Jersey
$78K -$553K 1 0.09% Reduced
1874
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$78K +$14.4K 7 0.01% Increased
1875
JAM
JCIC Asset Management
Ontario, Canada
$77K $0 1 0.03% Maintained