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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
CWC
Carolinas Wealth Consulting
North Carolina
$63K +$42.6K 3 0.02% Increased
1902
SM
SG3 Management
Puerto Rico
$62K +$55K 1 0% New
1903
CFG
CKW Financial Group
Hawaii
$61K $0 1 0.01% Maintained
1904
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$59K +$54.2K 1 0% New
1905
JPLA
Joseph P. Lucia & Associates
New York
$58K +$51.8K 2 0.04% New
1906
NO
Ninety One
South Africa
$56K +$50.5K 1 0.02% New
1907
CCA
Column Capital Advisors
Indiana
$54K +$443 4 0.01% Increased
1908
Gradient Investments
Gradient Investments
Minnesota
$54K $0 6 0% Maintained
1909
MAM
Marquette Asset Management
Minnesota
$51K $0 1 0.01% Maintained
1910
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$51K +$19.8K 8 0.02% Increased
1911
BAM
Bellevue Asset Management
Washington
$50K -$39.8K 2 0.03% Reduced
1912
TFO
Tarbox Family Office
California
$50K +$1.57K 5 0.01% Increased
1913
CBT
Central Bank & Trust
Kentucky
$49K -$197 1 0.01% Reduced
1914
CAM
Costello Asset Management
Pennsylvania
$49K $0 2 0.04% Maintained
1915
Country Trust Bank
Country Trust Bank
Illinois
$48K -$1.79K 1 0% Reduced
1916
OAJ
Ogorek Anthony Joseph
New York
$48K $0 2 0.03% Maintained
1917
TIAM2
Tru Independence Asset Management 2
Oregon
$48K +$43.5K 2 0.04% New
1918
CWP
Concord Wealth Partners
Virginia
$47K +$42.2K 2 0.04% New
1919
RWM
Raffa Wealth Management
District of Columbia
$46.3K +$298 6 0.02% Increased
1920
DWM
Defined Wealth Management
Oregon
$45K +$42.5K 1 0.04% New
1921
DCM
Dimension Capital Management
Florida
$45K -$362K 1 0.01% Reduced
1922
ETI
Enterprise Trust & Investment
California
$45K $0 3 0.02% Maintained
1923
M
MOTCO
Texas
$45K $0 4 0% Maintained
1924
SIS
Sound Income Strategies
Florida
$45K $0 3 0.01% Maintained
1925
AL
ADE LLC
Maryland
$44K +$39.3K 1 0.04% New