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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
MWC
MBM Wealth Consultants
Missouri
$3K $0 1 0% Maintained
1902
PHK
Point72 Hong Kong
Hong Kong
$3K +$1.64K 2 0% Increased
1903
LAS
Lloyd Advisory Services
Georgia
$2K +$2.08K 2 0% New
1904
TT
TI-Trust
Illinois
$2K +$2.33K 1 0% New
1905
AWM
Atticus Wealth Management
Florida
$1K +$813 1 0% New
1906
GSC
G&S Capital
Colorado
$1K $0 1 0% Maintained
1907
LWM
Lionsbridge Wealth Management
Florida
$1K +$1.89K 1 0% New
1908
NC
NewSquare Capital
Pennsylvania
$1K $0 1 0% Maintained
1909
PW
Price Wealth
Texas
$1K -$1.71K 1 0% Reduced
1910
SHWM
Silicon Hills Wealth Management
Texas
$88 +$677 2 0.07% New
1911
AC
Abbrea Capital
California
$0 -$217K 0 – Closed
1912
AR
Advisory Research
Illinois
$0 -$563K 0 – Closed
1913
Aequim Alternative Investments
Aequim Alternative Investments
California
$0 -$235K 0 – Closed
1914
AMI
Amica Mutual Insurance
Rhode Island
$0 -$1.51M 0 – Closed
1915
ARMT
Amica Retiree Medical Trust
Rhode Island
$0 -$287K 0 – Closed
1916
AHC
Anderson Hoagland & Co
Missouri
$0 -$1.07M 0 – Closed
1917
AC
Apertura Capital
Texas
$0 -$8.11M 0 – Closed
1918
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$0 -$7K 0 – Closed
1919
ACM
Ativo Capital Management
Illinois
$0 -$213K 0 – Closed
1920
BHWM
Bay Harbor Wealth Management
Maryland
$0 $0 1 0% Maintained
1921
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$0 -$223K 0 – Closed
1922
BL
BFSG LLC
California
$0 -$202K 0 – Closed
1923
BW
Bison Wealth
Georgia
$0 -$226K 0 – Closed
1924
BAM
Brave Asset Management
New Jersey
$0 -$206K 0 – Closed
1925
BRWM
B. Riley Wealth Management
Tennessee
$0 -$256K 0 – Closed