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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
FF
Friedenthal Financial
New Jersey
$6.91K +$40 2 0% Increased
1902
RDFA
Ritter Daniher Financial Advisory
Ohio
$6.91K $0 2 0% Maintained
1903
BFS
Burkett Financial Services
South Carolina
$6.87K $0 1 0% Maintained
1904
AWA
Acorn Wealth Advisors
Michigan
$6.84K +$7.49K 1 0% New
1905
AP
Aspect Partners
Virginia
$6.67K +$7.35K 1 0% New
1906
TTIC
Tower Trust & Investment Company
Iowa
$6.66K $0 1 0% Maintained
1907
SC
Swan Capital
Florida
$6.54K -$672 2 0% Reduced
1908
WR
WD Rutherford
Oregon
$6.51K -$426K 1 0% Reduced
1909
PSFG
Park Square Financial Group
Georgia
$6.48K -$5.78K 4 0% Reduced
1910
VWM
Vermillion Wealth Management
Minnesota
$6.38K -$322 3 0% Reduced
1911
HAP
Harbor Asset Planning
Massachusetts
$6.3K +$7.6K 1 0.01% New
1912
RWS
Retirement Wealth Solutions
Wisconsin
$6.27K -$1.41K 1 0% Reduced
1913
DCM
Dudley Capital Management
Virginia
$6.22K $0 1 0% Maintained
1914
HFS
Hughes Financial Services
Virginia
$6.2K -$1.61K 4 0% Reduced
1915
AWM
Activest Wealth Management
Florida
$6.19K -$571 5 0% Reduced
1916
FWM
Finer Wealth Management
Massachusetts
$6.07K $0 1 0% Maintained
1917
MDA
Minot DeBlois Advisors
Massachusetts
$6.05K $0 1 0.01% Maintained
1918
MSWM
Mowery & Schoenfeld Wealth Management
Illinois
$5.93K $0 2 0.01% Maintained
1919
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$5.83K +$5.94K 2 0% New
1920
RTL
Red Tortoise LLC
Georgia
$5.46K +$4.06K 2 0% Increased
1921
T
Tidemark
California
$5.45K +$3.15K 1 0% Increased
1922
PP
Pacifica Partners
Canada
$5.24K -$20.6K 2 0% Reduced
1923
MSWA
Marshall & Sterling Wealth Advisors
New York
$5.21K +$5.74K 1 0% New
1924
KRW
Kaufman Rossin Wealth
Florida
$5.04K +$5.52K 1 0% New
1925
RIP
Reliant Investment Partners
North Carolina
$4.97K +$5.45K 1 0% New