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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
1901
EA
Everpar Advisors
Oklahoma
$0 -$254K 0 – Closed
1902
EA
Evolution Advisers
Virginia
$0 +$595 1 0% New
1903
FC
FCA Corp
Texas
$0 -$208K 0 – Closed
1904
FFL
Financial Freedom LLC
Ohio
$0 -$9.6K 0 – Closed
1905
FGC
First Growth Capital
Maryland
$0 -$234K 0 – Closed
1906
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$0 -$299K 0 – Closed
1907
First National Trust
First National Trust
Pennsylvania
$0 -$432K 0 – Closed
1908
FPF
First Pacific Financial
Washington
$0 -$5.83K 0 – Closed
1909
FWSM
First Wilshire Securities Management
California
$0 -$339K 0 – Closed
1910
FF
Fluent Financial
Texas
$0 -$7.03M 0 – Closed
1911
FPWM
FSB Premier Wealth Management
Iowa
$0 -$248K 0 – Closed
1912
GSEP
Golden State Equity Partners
California
$0 -$80.2K 0 – Closed
1913
GWM
Greenwich Wealth Management
Connecticut
$0 -$229K 0 – Closed
1914
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$0 -$23K 0 – Closed
1915
HAG
HF Advisory Group
Maryland
$0 -$585K 0 – Closed
1916
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$0 -$81.9K 0 – Closed
1917
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$0 -$94.6M 0 – Closed
1918
ICP
Impact Capital Partners
Colorado
$0 -$31.4K 0 – Closed
1919
IAM
Infusive Asset Management
New York
$0 -$2.46M 0 – Closed
1920
IAAG
Innovative Asset Advisors Group
Connecticut
$0 -$118K 0 – Closed
1921
Intact Investment Management
Intact Investment Management
Quebec, Canada
$0 -$225K 0 – Closed
1922
IWS
Intentional Wealth Strategies
Colorado
$0 -$5.92K 0 – Closed
1923
IRAG
Investment Research & Advisory Group
Georgia
$0 -$127 0 – Closed
1924
JCIA
Jackson Creek Investment Advisors
Colorado
$0 -$477K 0 – Closed
1925
JPWM
Jamison Private Wealth Management
Georgia
$0 -$268K 0 – Closed