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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
GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$122K +$32.5K 1 0.1% Increased
1902
GJIA
Glass Jacobson Investment Advisors
Maryland
$122K +$12.7K 4 0.06% Increased
1903
SAS
Stelac Advisory Services
New York
$116K $0 1 0.06% Maintained
1904
HCM
Hollencrest Capital Management
California
$115K $0 4 0.01% Maintained
1905
OIA
Optimum Investment Advisors
Illinois
$113K $0 2 0.06% Maintained
1906
Caxton Associates (New York)
Caxton Associates (New York)
New York
$112K +$136K 1 0.02% New
1907
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$111K -$117K 1 0.09% Reduced
1908
KIG
Kessler Investment Group
Indiana
$108K -$1.08M 2 0.09% Reduced
1909
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$107K -$3.92M 7 0.01% Reduced
1910
BCM
Bluefin Capital Management
New York
$107K $0 2 0.01% Maintained
1911
RCG
Rock Creek Group
District of Columbia
$104K -$9.25K 1 0.01% Reduced
1912
EWM
Evermay Wealth Management
Virginia
$104K +$2.61K 1 0.02% Increased
1913
Larson Financial Group
Larson Financial Group
Missouri
$102K +$2.95K 7 0.01% Increased
1914
SL
Salomon & Ludwin
Virginia
$101K +$111K 4 0.01% New
1915
WPA
West Paces Advisors
Georgia
$101K $0 5 0.03% Maintained
1916
DSC
Duncker Streett & Co
Missouri
$101K -$2.61K 1 0.02% Reduced
1917
CSC
Caldwell Sutter Capital
California
$100K -$3.51K 6 0.06% Reduced
1918
FWM
Focused Wealth Management
New York
$99.1K +$58K 5 0.02% Increased
1919
PPC
Park Place Capital
Alabama
$98.9K -$129K 2 0.03% Reduced
1920
AFG
Albion Financial Group
Utah
$96.6K $0 3 0.01% Maintained
1921
RFA
Register Financial Advisors
Georgia
$96.6K -$3.34K 2 0.07% Reduced
1922
CT
Clearstead Trust
Maine
$93.8K $0 2 0.03% Maintained
1923
IFWM
Institute for Wealth Management
Colorado
$93.4K $0 1 0.02% Maintained
1924
TIM
Tortoise Investment Management
New York
$91.8K +$846 4 0.01% Increased
1925
CWA
Clearview Wealth Advisors
Oregon
$91.4K -$28.1K 1 0.11% Reduced