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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
BWM
BerganKDV Wealth Management
Minnesota
$132K $0 6 0.02% Maintained
1902
FP
Financial Perspectives
Minnesota
$132K $0 4 0.07% Maintained
1903
GWS
Glassman Wealth Services
Virginia
$131K -$1.8K 10 0.03% Reduced
1904
JWM
Janiczek Wealth Management
Colorado
$131K +$50.8K 7 0.04% Increased
1905
SSG
Summit Securities Group
New York
$127K +$99.1K 4 0.02% Increased
1906
CWA
Clearview Wealth Advisors
Oregon
$126K $0 5 0.09% Maintained
1907
TF
Tompkins Financial
New York
$125K $0 3 0.02% Maintained
1908
TNA
True North Advisors
Texas
$125K $0 1 0.04% Maintained
1909
IIL
Insight Inv LLC
California
$121K +$126K 2 0.12% New
1910
KLWA
Kelly Lawrence W & Associates
California
$121K $0 2 0.03% Maintained
1911
Arax Advisory Partners
Arax Advisory Partners
Colorado
$120K +$31.5K 8 0.02% Increased
1912
FCB
First Command Bank
Texas
$120K $0 4 0.02% Maintained
1913
FCFS
First Command Financial Services
Texas
$120K $0 4 0.02% Maintained
1914
SCM
Sterneck Capital Management
Missouri
$120K +$9.21K 1 0.08% Increased
1915
CHA
Carmichael Hill & Associates
Maryland
$119K -$28.1K 3 0.06% Reduced
1916
1WM
1900 Wealth Management
Texas
$118K $0 1 0.01% Maintained
1917
CreativeOne Wealth
CreativeOne Wealth
Kansas
$117K -$575K 1 0.01% Reduced
1918
EWM
Endurance Wealth Management
Rhode Island
$117K $0 5 0.02% Maintained
1919
MTIC
Missouri Trust & Investment Company
Missouri
$117K $0 1 0.08% Maintained
1920
TFGT
TS Financial Group (TSFG)
Illinois
$115K -$33.4K 3 0.05% Reduced
1921
Larson Financial Group
Larson Financial Group
Missouri
$113K +$34.3K 7 0.02% Increased
1922
VC
Vestor Capital
Illinois
$112K $0 1 0.01% Maintained
1923
SOW
State of Wyoming
Wyoming
$107K -$1.74K 3 0.07% Reduced
1924
TIM
Tortoise Investment Management
New York
$107K +$12.8K 3 0.02% Increased
1925
First Pacific Advisors
First Pacific Advisors
California
$105K $0 1 0% Maintained