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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
1926
HCP
Hexagon Capital Partners
Arkansas
$41K $0 5 0.01% Maintained
1927
BSSFA
Baron Silver Stevens Financial Advisors
Florida
$40K +$37.7K 2 0.01% New
1928
Mather Group
Mather Group
Illinois
$40K -$2.11K 1 0% Reduced
1929
PCS
Personal CFO Solutions
New Jersey
$40K +$6.5K 1 0.01% Increased
1930
RWB
RMR Wealth Builders
New Jersey
$40K +$36.6K 2 0.02% New
1931
SWMG
Strategic Wealth Management Group
Maryland
$40K +$29.1K 1 0.02% New
1932
WWM
Wolff Wiese Magana
California
$40K +$36.3K 5 0.03% New
1933
CA
Centerpoint Advisors
Massachusetts
$39K $0 2 0.03% Maintained
1934
TAM
Tucker Asset Management
Colorado
$37.8K +$34.8K 3 0.02% New
1935
CMO
Covenant Multifamily Offices
Texas
$36K $0 1 0.01% Maintained
1936
GAM
Gemmer Asset Management
California
$36K +$11.6K 6 0.01% Increased
1937
Harvest Fund Management
Harvest Fund Management
China
$36K -$169K 1 0% Reduced
1938
SLF
Sun Life Financial
Ontario, Canada
$36K -$41 3 0% Reduced
1939
WFA
West Financial Advisors
Iowa
$36K +$33.6K 1 0.01% New
1940
GWM
Greenhouse Wealth Management
Connecticut
$35K +$31.5K 1 0.03% New
1941
DWMG
DB Wealth Management Group
California
$34K +$30.8K 1 0.03% New
1942
SOAMC
Spirit of America Management Corp
New York
$33K $0 1 0.01% Maintained
1943
HDIM
Hanson & Doremus Investment Management
Vermont
$31K $0 3 0.01% Maintained
1944
CB
CNB Bank
Pennsylvania
$30K $0 1 0.02% Maintained
1945
CCM
Cribstone Capital Management
Maine
$30K $0 1 0.02% Maintained
1946
HWA
HHM Wealth Advisors
Tennessee
$30K $0 2 0.01% Maintained
1947
CA
Crewe Advisors
Utah
$29K -$5K 1 0.01% Reduced
1948
FWM
FSA Wealth Management
Massachusetts
$29K +$27.6K 1 0.01% New
1949
MAM
McCarthy Asset Management
California
$29K +$27.2K 2 0.02% New
1950
WWS
Wellington Wealth Strategies
Indiana
$28.9K +$91.7K 1 0.02% New