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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
1876
ER
Enlightenment Research
Florida
$82K -$665K 1 0.12% Reduced
1877
TFGT
TS Financial Group (TSFG)
Illinois
$82K -$1.57K 4 0.04% Reduced
1878
Larson Financial Group
Larson Financial Group
Missouri
$81K $0 4 0.03% Maintained
1879
EWM
Edge Wealth Management
New York
$75K +$1.83K 1 0.02% Increased
1880
LWA
Lenox Wealth Advisors
New York
$73K +$47.4K 5 0.01% Increased
1881
PCM
Pennsylvania Capital Management
Pennsylvania
$73K $0 1 0.05% Maintained
1882
ONST
Old North State Trust
North Carolina
$72K -$23.3K 4 0.06% Reduced
1883
MD Financial Management
MD Financial Management
Ontario, Canada
$71K +$66K 2 0% New
1884
CL
COWA LLC
Oklahoma
$70K +$63.4K 1 0.05% New
1885
DAM
Delta Asset Management
Tennessee
$70K -$10.2K 3 0.01% Reduced
1886
DP
Denver PWM
Colorado
$70K -$6.01K 1 0.03% Reduced
1887
PP
PDS Planning
Ohio
$70K +$43 1 0.02% Increased
1888
TSS
Two Sigma Securities
New York
$70K -$684K 2 0% Reduced
1889
EIP
Ellis Investment Partners
Pennsylvania
$69K +$197 1 0.02% Increased
1890
LGA
Lebenthal Global Advisors
New York
$69K +$63.3K 1 0.05% New
1891
KC
Kinloch Capital
Virginia
$67K +$64.3K 1 0.06% New
1892
ME
McIlrath & Eck
Washington
$67K -$365 3 0.02% Reduced
1893
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$67K +$59K 1 0.06% New
1894
SN
Sittner & Nelson
Oregon
$66K +$61.6K 2 0.06% New
1895
Arax Advisory Partners
Arax Advisory Partners
Colorado
$65K +$1.57K 3 0.01% Increased
1896
CG
Cutler Group
California
$65K -$255K 5 0% Reduced
1897
FCM
Firestone Capital Management
Florida
$64K $0 1 0.02% Maintained
1898
JAM
JCIC Asset Management
Ontario, Canada
$64K -$44K 1 0.03% Reduced
1899
OCM
Orion Capital Management
California
$64K +$59.7K 1 0.05% New
1900
SAI
Systematic Alpha Investments
New Jersey
$64K +$57K 1 0.01% New