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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
CFFP
Center for Financial Planning
Michigan
$6.06K $0 1 0% Maintained
1852
MSWM
Mowery & Schoenfeld Wealth Management
Illinois
$6K $0 2 0.01% Maintained
1853
BFS
Burkett Financial Services
South Carolina
$5.96K $0 1 0% Maintained
1854
PC
Promus Capital
Illinois
$5.92K +$7K 1 0% New
1855
MDA
Minot DeBlois Advisors
Massachusetts
$5.73K $0 1 0.01% Maintained
1856
EWP
Elevation Wealth Partners
California
$5.48K -$1.7K 2 0% Reduced
1857
HCM
Horrell Capital Management
Arkansas
$5.36K +$4.01K 1 0% New
1858
APM
Advanced Portfolio Management
New York
$5.05K +$5.69K 2 0.01% New
1859
AW
Avion Wealth
Texas
$5K -$2.73K 5 0% Reduced
1860
GA
Guerra Advisors
Florida
$4.99K +$5.32K 2 0% New
1861
PAM
Palisade Asset Management
Minnesota
$4.69K +$5.12K 3 0% New
1862
LWA
Lowe Wealth Advisors
Maryland
$4.53K $0 1 0% Maintained
1863
GIM
Gold Investment Management
Alberta, Canada
$4.39K $0 1 0% Maintained
1864
DPW
DiNuzzo Private Wealth
Pennsylvania
$4.26K -$658 4 0% Reduced
1865
AWM
Ameliora Wealth Management
Switzerland
$4.23K $0 1 0% Maintained
1866
CMA
Cedar Mountain Advisors
Oregon
$4.2K +$4.62K 1 0% New
1867
SC
Swan Capital
Florida
$4.1K -$2.2K 1 0% Reduced
1868
CIAS
CBIZ Investment Advisory Services
Ohio
$3.96K +$634 2 0% Increased
1869
RWA
Redmont Wealth Advisors
Illinois
$3.81K $0 1 0.01% Maintained
1870
QWM
Quaker Wealth Management
New Jersey
$3.8K -$197 4 0% Reduced
1871
GGI
Godsey & Gibb Inc
Virginia
$3.72K $0 1 0% Maintained
1872
W
WealthCollab
Washington
$3.66K +$1.31K 2 0% Increased
1873
IA
IFS Advisors
Kansas
$3.64K $0 1 0% Maintained
1874
WCM
Westend Capital Management
California
$3.64K +$3.84K 1 0% New
1875
HHGA
Halbert Hargrove Global Advisors
California
$3.63K +$3.98K 3 0% New