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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
TWM
Tradition Wealth Management
Minnesota
$128K +$12.9K 2 0.02% Increased
1902
FP
Financial Perspectives
Minnesota
$128K $0 3 0.07% Maintained
1903
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$127K -$99K 4 0.01% Reduced
1904
BMD
Better Money Decisions
New Mexico
$126K +$125K 4 0.13% New
1905
BWM
Baystate Wealth Management
Massachusetts
$121K +$4.51K 2 0.01% Increased
1906
RWM
RBA Wealth Management
California
$119K +$117K 3 0.1% New
1907
NICM
Neo Ivy Capital Management
New York
$118K -$321K 1 0.13% Reduced
1908
AWA
Artemis Wealth Advisors
New York
$116K $0 1 0.02% Maintained
1909
LGWM
Litman Gregory Wealth Management
California
$115K $0 1 0.02% Maintained
1910
SFO
Standard Family Office
South Dakota
$115K +$1.05K 4 0.03% Increased
1911
VBCG
Valley Brook Capital Group
Pennsylvania
$114K $0 1 0.1% Maintained
1912
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$111K $0 2 0.08% Maintained
1913
FWP
Firethorn Wealth Partners
Georgia
$110K -$237K 1 0.1% Reduced
1914
CBT
Central Bank & Trust
Kentucky
$108K +$56.3K 1 0.02% Increased
1915
CL
COWA LLC
Oklahoma
$107K +$39.7K 1 0.06% Increased
1916
SC
Sierra Capital
Florida
$105K +$108K 1 0.02% New
1917
WWM
Wolff Wiese Magana
California
$105K +$65.5K 6 0.08% Increased
1918
First Pacific Advisors
First Pacific Advisors
California
$103K $0 1 0% Maintained
1919
CBT
CoreFirst Bank & Trust
Kansas
$102K $0 2 0.07% Maintained
1920
KFI
Key Financial Inc
Pennsylvania
$102K $0 3 0.07% Maintained
1921
CCM
Cutler Capital Management
Massachusetts
$101K +$104K 1 0.04% New
1922
CSPIA
Cary Street Partners Investment Advisory
Virginia
$99K -$176K 1 0.04% Reduced
1923
COCM
Charter Oak Capital Management
New Hampshire
$99K +$2.35K 3 0.01% Increased
1924
TCCM
Timber Creek Capital Management
Massachusetts
$98K $0 2 0.04% Maintained
1925
KLWA
Kelly Lawrence W & Associates
California
$96K +$96.5K 2 0.02% New