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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
TWM
TopTier Wealth Management
Wisconsin
$450 +$463 1 0% New
1852
MAFA
MJT & Associates Financial Advisory
Minnesota
$347 $0 1 0% Maintained
1853
UFPG
United Financial Planning Group
New York
$324 $0 1 0% Maintained
1854
3FI
3 Factor Indexing
California
$300 +$309 1 0% New
1855
WSFG
Wall Street Financial Group
Illinois
$300 +$309 1 0% New
1856
PCA
PMV Capital Advisers
Texas
$286 +$332 1 0% New
1857
FS
Financially Speaking
Colorado
$257 $0 1 0% Maintained
1858
B
Birchbrook
Maine
$220 $0 1 0% Maintained
1859
CCMI
Creative Capital Management Investments
California
$146 +$143 1 0% New
1860
DWM
Darwin Wealth Management
Florida
$132 $0 1 0% Maintained
1861
IRAG
Investment Research & Advisory Group
Georgia
$127 $0 1 0% Maintained
1862
BMC
Bear Mountain Capital
Washington
$98 $0 1 0% Maintained
1863
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$86 $0 1 0% Maintained
1864
WAG
Wilkerson Advisory Group
Missouri
$78 +$94 1 0% New
1865
First Pacific Advisors
First Pacific Advisors
California
$74 +$87 1 0% New
1866
GPFA
Game Plan Financial Advisors
Ohio
$71 $0 2 0% Maintained
1867
MCA
McGuire Capital Advisors
Oklahoma
$65 -$2.71K 1 0% Reduced
1868
MAS
MPWM Advisory Solutions
Georgia
$45 $0 1 0% Maintained
1869
HCM
Hollencrest Capital Management
California
$7 $0 1 0% Maintained
1870
AF
Abound Financial
California
$0 -$22.5K 0 – Closed
1871
AWM
Accurate Wealth Management
Florida
$0 -$2.18M 0 – Closed
1872
Achmea Investment Management
Achmea Investment Management
Netherlands
$0 -$751K 0 – Closed
1873
AW
Affinity Wealth
Ohio
$0 -$13.8K 0 – Closed
1874
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$0 -$41.7M 0 – Closed
1875
AWAU
Alliance Wealth Advisors (Utah)
Utah
$0 -$205K 0 – Closed