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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
Walleye Trading
Walleye Trading
New York
$33K -$5.09M 1 0% Reduced
1927
WBC
West Branch Capital
Massachusetts
$33K $0 2 0.02% Maintained
1928
DWMG
DB Wealth Management Group
California
$32K $0 1 0.02% Maintained
1929
KIG
Kowal Investment Group
Wisconsin
$31K +$36.3K 3 0.01% New
1930
MWM
Mascoma Wealth Management
New Hampshire
$31K +$32.2K 3 0.01% New
1931
PO
Private Ocean
California
$31K -$15K 1 0% Reduced
1932
CFA
Cahill Financial Advisors
Minnesota
$30K +$31.9K 5 0.01% New
1933
CA
Crewe Advisors
Utah
$30K $0 2 0.01% Maintained
1934
HWM
HighMark Wealth Management
Minnesota
$30K -$993 2 0.02% Reduced
1935
KA
Kozak & Associates
Colorado
$30K +$28.6K 1 0.02% New
1936
ATC
Adirondack Trust Company
New York
$29K $0 3 0.01% Maintained
1937
ADL
Asset Dedication LLC
California
$29K -$8.96K 4 0% Reduced
1938
AP
Atwood & Palmer
Missouri
$29K $0 2 0% Maintained
1939
CFFP
Center for Financial Planning
Michigan
$28K $0 1 0.01% Maintained
1940
CAM
Costello Asset Management
Pennsylvania
$28K +$31.4K 1 0.02% New
1941
CWA Asset Management Group
CWA Asset Management Group
Florida
$28K $0 1 0% Maintained
1942
TWP
TFO Wealth Partners
Ohio
$28K +$29.2K 3 0.01% New
1943
KI
Kapitalo Investimentos
Brazil
$27.6K $0 1 0.01% Maintained
1944
CCM
Cribstone Capital Management
Maine
$26K -$3.27K 1 0.02% Reduced
1945
MAWCM
Mine & Arao Wealth Creation & Management
California
$25K +$34K 1 0.02% New
1946
PA
PSI Advisors
Florida
$25K +$25.7K 2 0.01% New
1947
ETI
Enterprise Trust & Investment
California
$24K $0 1 0.01% Maintained
1948
FSCM
Front Street Capital Management
Montana
$24K $0 1 0% Maintained
1949
ST
Sphinx Trading
Illinois
$24K +$28.6K 1 0.03% New
1950
IWP
IAG Wealth Partners
Wisconsin
$23K $0 2 0.01% Maintained