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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
S
Sachetta
Massachusetts
$122K +$34.6K 5 0.05% Increased
1902
JWA
JFS Wealth Advisors
Pennsylvania
$121K -$22.3K 9 0.01% Reduced
1903
TIM
Thompson Investment Management
Wisconsin
$120K $0 3 0.02% Maintained
1904
RI
Ridgewood Investments
New Jersey
$118K +$129K 1 0.06% New
1905
JGIA
Jackson Grant Investment Advisers
Connecticut
$117K $0 1 0.05% Maintained
1906
VC
Vestor Capital
Illinois
$116K $0 1 0.01% Maintained
1907
Wasatch Advisors
Wasatch Advisors
Utah
$116K -$607K 1 0% Reduced
1908
GC
Garde Capital
Washington
$115K -$125K 1 0.01% Reduced
1909
SWA
SOA Wealth Advisors
New York
$114K -$49.3K 4 0.02% Reduced
1910
FCT
Family Capital Trust
Massachusetts
$113K $0 1 0.04% Maintained
1911
CA
Centerpoint Advisors
Massachusetts
$113K $0 4 0.04% Maintained
1912
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$113K -$10K 2 0.05% Reduced
1913
OP
Oslo Pensjonsforsikring
$112K +$127K 1 0.01% New
1914
SAS
Stelac Advisory Services
New York
$111K $0 1 0.05% Maintained
1915
RFA
Register Financial Advisors
Georgia
$111K -$4.37K 2 0.06% Reduced
1916
EWM
Evermay Wealth Management
Virginia
$111K -$38.6K 2 0.02% Reduced
1917
BCM
Barometer Capital Management
Ontario, Canada
$109K -$181K 1 0.04% Reduced
1918
BWAM
Boyd Watterson Asset Management
Ohio
$107K $0 2 0.03% Maintained
1919
VCM
Versant Capital Management
Arizona
$107K +$88.1K 6 0.03% Increased
1920
PCMC
Planning Capital Management Corporation
Pennsylvania
$106K +$21 4 0.07% Increased
1921
FNWA
Financial Network Wealth Advisors
Utah
$106K +$113K 4 0.08% New
1922
CT
Clearstead Trust
Maine
$106K -$4.89K 2 0.03% Reduced
1923
DSC
Duncker Streett & Co
Missouri
$105K +$2.57K 1 0.02% Increased
1924
SAM
S.A. Mason
Michigan
$103K -$3.9K 3 0.06% Reduced
1925
OIA
Optimum Investment Advisors
Illinois
$103K $0 1 0.05% Maintained