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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
JWM
Janiczek Wealth Management
Colorado
$175K +$40.4K 7 0.07% Increased
1877
AFS
Amtrust Financial Services
New York
$168K +$180K 1 0.11% New
1878
CFN
Cordasco Financial Network
Florida
$165K $0 4 0.12% Maintained
1879
WPA
West Paces Advisors
Georgia
$160K +$7.89K 4 0.06% Increased
1880
UFF
USA Financial Formulas
Michigan
$157K -$61.2K 1 0.13% Reduced
1881
RA
Rational Advisors
New York
$156K +$166K 1 0.03% New
1882
WDC
Woodward Diversified Capital
California
$155K +$156K 1 0.09% New
1883
FWM
Focused Wealth Management
New York
$154K +$61.5K 5 0.03% Increased
1884
RIM
Rockbridge Investment Management
New York
$154K -$7.71K 6 0.03% Reduced
1885
CHA
Carmichael Hill & Associates
Maryland
$150K -$3.66K 4 0.08% Reduced
1886
FFA
Freedman Financial Associates
Massachusetts
$150K $0 4 0.12% Maintained
1887
FCT
Family Capital Trust
Massachusetts
$148K $0 1 0.05% Maintained
1888
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$145K -$2.29K 1 0.01% Reduced
1889
JWA
JFS Wealth Advisors
Pennsylvania
$142K +$1.44K 4 0.03% Increased
1890
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$141K +$77K 3 0.11% Increased
1891
HI
Hudock Inc
Pennsylvania
$139K +$8.79K 4 0.04% Increased
1892
ACM
AUA Capital Management
Pennsylvania
$138K -$143K 1 0.09% Reduced
1893
BWM
BerganKDV Wealth Management
Minnesota
$138K -$1.03M 4 0.02% Reduced
1894
KFS
Kelly Financial Services
Massachusetts
$137K $0 3 0.09% Maintained
1895
ICM
Islay Capital Management
Texas
$136K -$6.66K 1 0.11% Reduced
1896
RWB
RMR Wealth Builders
New Jersey
$136K +$102K 3 0.04% Increased
1897
GLLW
Graves Light Lenhart Wealth
Virginia
$134K +$2.25K 4 0.02% Increased
1898
POIA
Pin Oak Investment Advisors
Texas
$133K -$17.1K 5 0.11% Reduced
1899
VC
Vestor Capital
Illinois
$132K $0 1 0.02% Maintained
1900
BWM
BigSur Wealth Management
Florida
$129K +$84.7K 2 0.07% Increased