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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
WestEnd Advisors
WestEnd Advisors
North Carolina
$1.34K $0 3 0% Maintained
1877
NMG
New Millennium Group
Utah
$1.24K -$57.6K 1 0% Reduced
1878
WFA
West Financial Advisors
Iowa
$1.12K +$1.2K 1 0% New
1879
GFL
Granite FO LLC
New Hampshire
$1.1K $0 1 0% Maintained
1880
AP
Aspect Partners
Virginia
$1.05K +$1.09K 2 0% New
1881
SWIM
Smallwood Wealth Investment Management
New Jersey
$1.04K $0 2 0% Maintained
1882
KFG
Kingdom Financial Group
Arizona
$1.03K +$1.01K 1 0% New
1883
WW
Winnow Wealth
Texas
$966 +$960 1 0% New
1884
KCM
Key Capital Management
Tennessee
$943 +$971 2 0% New
1885
DWA
Delos Wealth Advisors
Texas
$903 +$1.22K 1 0% New
1886
PLU
Performa Ltd (US)
South Carolina
$903 -$4.88K 1 0% Reduced
1887
NL
Navalign LLC
California
$837 +$835 2 0% New
1888
QA
Quattro Advisors
Pennsylvania
$832 +$823 1 0% New
1889
RWS
Retirement Wealth Solutions
Wisconsin
$705 +$683 1 0% New
1890
AIS
Advocate Investing Services
Maryland
$699 +$698 2 0% New
1891
PFA
Pillar Financial Advisors
Kentucky
$652 $0 1 0% Maintained
1892
CYG
Clean Yield Group
Vermont
$640 $0 2 0% Maintained
1893
RCM
Ravenstone Capital Management
$630 $0 1 0% Maintained
1894
ECA
Elevated Capital Advisors
Utah
$552 +$549 1 0% New
1895
MAM
Marquette Asset Management
Minnesota
$552 +$549 1 0% New
1896
TFM
TFC Financial Management
Massachusetts
$552 +$549 1 0% New
1897
UFPG
United Financial Planning Group
New York
$452 $0 1 0% Maintained
1898
LGWM
Litman Gregory Wealth Management
California
$432 +$461 1 0% New
1899
MAFA
MJT & Associates Financial Advisory
Minnesota
$321 $0 1 0% Maintained
1900
B
Birchbrook
Maine
$308 $0 1 0% Maintained