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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
AW
Avion Wealth
Texas
$9K -$186 5 0% Reduced
1877
RBC
Roble Belko & Company
Pennsylvania
$9K $0 1 0% Maintained
1878
FGA
Fortis Group Advisors
New Jersey
$8.87K $0 2 0% Maintained
1879
PWMA
Pension & Wealth Management Advisors
Massachusetts
$8.76K -$85.5K 3 0% Reduced
1880
MAWAG
Mid-American Wealth Advisory Group
Missouri
$8.67K +$9.33K 1 0% New
1881
SHIM
Stone House Investment Management
Pennsylvania
$8.67K $0 1 0% Maintained
1882
BDPWM
Barnes Dennig Private Wealth Management
Ohio
$8.61K +$9.86K 1 0.01% New
1883
GWM
GDS Wealth Management
Texas
$8.46K $0 1 0% Maintained
1884
SFS
Symphony Financial Services
Ohio
$8.45K $0 1 0.01% Maintained
1885
IAIM
International Assets Investment Management
Florida
$8.43K -$593K 1 0% Reduced
1886
MWA
Moser Wealth Advisors
Washington
$8.34K +$5.51K 3 0% Increased
1887
HCM
Hollencrest Capital Management
California
$8.21K $0 3 0% Maintained
1888
HHMI
Howard Hughes Medical Institute
Maryland
$8.2K +$9.21K 3 0% New
1889
DRP
Decker Retirement Planning
Utah
$8.13K +$8.97K 1 0% New
1890
EWP
Elevation Wealth Partners
California
$8.05K $0 2 0% Maintained
1891
EP
Essential Partners
California
$7.95K +$9.37K 2 0% New
1892
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$7.76K +$873 1 0% Increased
1893
NC
North Capital
Utah
$7.75K $0 2 0.01% Maintained
1894
TCM
TD Capital Management
Tennessee
$7.47K +$3.25K 2 0% Increased
1895
LSPW
Lake Street Private Wealth
Illinois
$7.41K -$6.69K 1 0% Reduced
1896
CFFP
Center for Financial Planning
Michigan
$7.32K $0 1 0% Maintained
1897
FCMT
Founders Capital Management (Texas)
Texas
$7.31K $0 1 0% Maintained
1898
IWP
IAG Wealth Partners
Wisconsin
$7.09K $0 2 0% Maintained
1899
LFA
Legend Financial Advisors
Pennsylvania
$7K +$7.71K 1 0% New
1900
SC
Solstein Capital
California
$6.96K $0 1 0% Maintained