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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
FMTC
Farmers & Merchants Trust Company
California
$242K $0 1 0.06% Maintained
1852
HIG
Heritage Investment Group
Florida
$242K +$226K 1 0.19% New
1853
OWA
Opal Wealth Advisors
New York
$241K -$18.7K 1 0.15% Reduced
1854
PP
PDS Planning
Ohio
$240K -$75.8K 2 0.05% Reduced
1855
WA
Wealth Architects
California
$240K +$218K 1 0.04% New
1856
LJHT
Laurie J. Hall Trustee
$239K -$1.64K 2 0.08% Reduced
1857
MA
MJP Associates
Connecticut
$239K +$222K 1 0.07% New
1858
Todd Asset Management
Todd Asset Management
Kentucky
$239K +$233K 1 0.01% New
1859
CWM
Curi Wealth Management
North Carolina
$237K +$222K 4 0.04% New
1860
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$236K $0 3 0.05% Maintained
1861
APA
Astoria Portfolio Advisors
New York
$235K +$230K 1 0.19% New
1862
HH
Hilltop Holdings
Texas
$235K -$302K 1 0.02% Reduced
1863
KWMG
King Wealth Management Group
Florida
$235K $0 1 0.04% Maintained
1864
Connectus Wealth
Connectus Wealth
Ohio
$234K +$218K 1 0.01% New
1865
EWM
EPG Wealth Management
Georgia
$234K +$212K 1 0.08% New
1866
LWM
Liberty Wealth Management
California
$234K -$291K 0 – Closed
1867
MG
Meritage Group
California
$234K +$232K 1 0% New
1868
MMPW
Mitchell McLeod Pugh & Williams
Alabama
$234K $0 1 0.08% Maintained
1869
TC
Truvestments Capital
Florida
$234K +$2.4K 5 0.12% Increased
1870
ATFA
All Terrain Financial Advisors
Minnesota
$233K -$12.5K 1 0.1% Reduced
1871
MMG
Monetary Management Group
Missouri
$232K $0 1 0.06% Maintained
1872
SIA
Soltis Investment Advisors
Utah
$232K +$211K 1 0.03% New
1873
Busey Bank
Busey Bank
Illinois
$231K +$2.46K 1 0.01% Increased
1874
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$231K $0 3 0.15% Maintained
1875
QC
Quent Capital
New York
$231K +$226K 5 0.05% New