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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
NewSquare Capital
NewSquare Capital
Pennsylvania
$23.3K +$15.2K 4 0% Increased
1902
HB
Horizon Bancorp
Indiana
$23K $0 1 0.01% Maintained
1903
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$23K -$4.89M 1 0% Reduced
1904
WF
Wayfinding Financial
Washington
$23K +$24.2K 2 0.01% New
1905
CAM
Chesapeake Asset Management
New York
$23K +$285 2 0.02% Increased
1906
Caliber Wealth Management (Kansas)
Caliber Wealth Management (Kansas)
Kansas
$22.8K +$27.5K 1 0% New
1907
FWM
FSA Wealth Management
Massachusetts
$22.8K -$4.07K 2 0.01% Reduced
1908
Asset Dedication LLC
Asset Dedication LLC
California
$22.6K +$518 4 0% Increased
1909
PWMG
Private Wealth Management Group
New Jersey
$22.5K +$9K 6 0.01% Increased
1910
Cornerstone Planning Group
Cornerstone Planning Group
New Jersey
$22.4K +$11.8K 5 0.01% Increased
1911
SA
SRH Advisors
Kansas
$22.3K $0 4 0.01% Maintained
1912
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.2K $0 1 0.01% Maintained
1913
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management
Vermont
$22K $0 1 0% Maintained
1914
Lake Street Private Wealth
Lake Street Private Wealth
Illinois
$21.5K -$2.54K 1 0% Reduced
1915
BWM
Bullock Wealth Management
Indiana
$21.4K -$11.8K 2 0.01% Reduced
1916
T
Transce3nd
Texas
$21.4K -$19.1K 5 0.01% Reduced
1917
FC
Fairscale Capital
New Hampshire
$21.2K $0 2 0.02% Maintained
1918
CMP
Coston McIsaac & Partners
Maine
$21K -$9K 3 0.01% Reduced
1919
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K $0 2 0.01% Maintained
1920
Alpine Bank Wealth Management
Alpine Bank Wealth Management
Colorado
$21K +$22.6K 1 0% New
1921
OCM
Orion Capital Management
California
$21K -$8.54K 1 0.01% Reduced
1922
RCM
Richardson Capital Management
Wisconsin
$21K +$22.6K 1 0.01% New
1923
KPP
Kings Path Partners
Texas
$20.9K -$733K 1 0.01% Reduced
1924
WWM
Wolff Wiese Magana
California
$20.9K +$14.5K 5 0.01% Increased
1925
NEWAS
N.E.W. Advisory Services
Wisconsin
$20.2K +$20.2K 2 0% New