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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
FWP
Falcon Wealth Planning
California
$160K +$154K 1 0.07% New
1902
FPB
First PREMIER Bank
South Dakota
$157K +$55.5K 3 0.05% Increased
1903
BWM
Baystate Wealth Management
Massachusetts
$153K +$13.2K 2 0.02% Increased
1904
MWA
Moser Wealth Advisors
Washington
$152K -$28.4K 1 0.1% Reduced
1905
SOAMC
Spirit of America Management Corp
New York
$152K +$117K 1 0.03% Increased
1906
CBT
Central Bank & Trust
Kentucky
$151K +$40.6K 1 0.02% Increased
1907
WPA
West Paces Advisors
Georgia
$149K -$30.7K 5 0.05% Reduced
1908
Sageworth Trust
Sageworth Trust
Pennsylvania
$145K +$67.3K 3 0.01% Increased
1909
WWM
Wolff Wiese Magana
California
$143K +$30.9K 6 0.1% Increased
1910
MFG
Monumental Financial Group
Maryland
$142K +$144K 1 0.12% New
1911
BMD
Better Money Decisions
New Mexico
$141K -$3.27K 4 0.13% Reduced
1912
DFCM
Dark Forest Capital Management
Puerto Rico
$141K +$155K 1 0.06% New
1913
TCM
Tuttle Capital Management
Connecticut
$140K -$477K 1 0.06% Reduced
1914
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$139K +$6.51K 5 0.01% Increased
1915
CCM
Cutler Capital Management
Massachusetts
$137K +$22K 1 0.05% Increased
1916
FP
Financial Perspectives
Minnesota
$136K $0 3 0.07% Maintained
1917
VC
Vestor Capital
Illinois
$136K $0 1 0.01% Maintained
1918
AWA
Artemis Wealth Advisors
New York
$135K $0 1 0.02% Maintained
1919
DA
Denali Advisors
California
$135K -$990K 1 0.05% Reduced
1920
KFS
Kelly Financial Services
Massachusetts
$132K +$12K 3 0.08% Increased
1921
HS
Horan Securities
United States
$130K +$75.1K 2 0.09% Increased
1922
FFA
Freedman Financial Associates
Massachusetts
$121K -$44.7K 4 0.09% Reduced
1923
SC
Sierra Capital
Florida
$121K $0 1 0.02% Maintained
1924
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$121K -$41.2K 3 0.09% Reduced
1925
CBT
CoreFirst Bank & Trust
Kansas
$118K $0 2 0.08% Maintained