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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
CWM
Copia Wealth Management
Oregon
$1.53K $0 1 0% Maintained
1902
PS
Pinney & Scofield
Massachusetts
$1.53K $0 1 0% Maintained
1903
MCA
Midwest Capital Advisors
Michigan
$1.52K $0 1 0% Maintained
1904
DF
DecisionPoint Financial
Arizona
$1.49K +$1.36K 2 0% Increased
1905
AT
Avalon Trust
New Mexico
$1.48K +$1.75K 1 0% New
1906
SA
Seneschal Advisors
Washington
$1.48K +$973 4 0% New
1907
KFP
Kerr Financial Planning
California
$1.46K +$1.75K 1 0% New
1908
BMC
Bear Mountain Capital
Washington
$1.44K +$635 5 0% Increased
1909
YAL
Your Advocates Ltd
Texas
$1.35K $0 1 0% Maintained
1910
GAG
Goodman Advisory Group
Massachusetts
$1.33K +$736 1 0% New
1911
WestEnd Advisors
WestEnd Advisors
North Carolina
$1.31K +$78 3 0% Increased
1912
CYG
Clean Yield Group
Vermont
$1.11K $0 2 0% Maintained
1913
GFL
Granite FO LLC
New Hampshire
$1.08K $0 1 0% Maintained
1914
SWIM
Smallwood Wealth Investment Management
New Jersey
$1.06K -$806 2 0% Reduced
1915
HIA
HFM Investment Advisors
New Jersey
$1.04K -$804 4 0% Reduced
1916
RCM
Ravenstone Capital Management
$1.01K $0 1 0% Maintained
1917
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$1K -$497K 1 0% Reduced
1918
JWM
JPL Wealth Management
Colorado
$932 +$1.01K 2 0% New
1919
UFPG
United Financial Planning Group
New York
$865 +$478 1 0% New
1920
IRAG
Investment Research & Advisory Group
Georgia
$855 +$2.03K 1 0% New
1921
PFA
Pillar Financial Advisors
Kentucky
$677 $0 1 0% Maintained
1922
AWM
AllSquare Wealth Management
New York
$650 $0 1 0% Maintained
1923
B
Birchbrook
Maine
$594 $0 1 0% Maintained
1924
PA
Pineridge Advisors
Missouri
$566 $0 2 0% Maintained
1925
MSWA
Marshall & Sterling Wealth Advisors
New York
$538 -$4.45K 1 0% Reduced