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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
JSAM
J. Safra Asset Management
New York
$90.2K -$23.5K 1 0.01% Reduced
1927
WWP
WR Wealth Planners
Missouri
$89.2K +$2.84K 7 0.03% Increased
1928
WMA
Wealth Management Associates
New Jersey
$89.1K $0 1 0.05% Maintained
1929
WRPWM
Werba Rubin Papier Wealth Management
California
$85K +$22.6K 1 0.03% Increased
1930
WOSD
WFA of San Diego
California
$84.4K +$86.3K 1 0.09% New
1931
CHA
Carmichael Hill & Associates
Maryland
$84.3K $0 2 0.04% Maintained
1932
CYG
Clean Yield Group
Vermont
$83.8K $0 4 0.04% Maintained
1933
TCM
Tradewinds Capital Management
Washington
$83.7K $0 2 0.03% Maintained
1934
GPI
General Partner Inc
Pennsylvania
$83.4K $0 1 0.07% Maintained
1935
SVCP
Silicon Valley Capital Partners
California
$82K +$391 3 0.02% Increased
1936
Arax Advisory Partners
Arax Advisory Partners
Colorado
$79.6K -$11.1K 7 0.01% Reduced
1937
SFG
Steward Financial Group
Texas
$78K +$35.7K 9 0.02% Increased
1938
SC
Solstein Capital
California
$77.3K $0 1 0.07% Maintained
1939
CAL
Capital Advisors Ltd
Ohio
$77K +$350 4 0.01% Increased
1940
FWP
Firethorn Wealth Partners
Georgia
$76.3K -$151 1 0.06% Reduced
1941
PWA
Provenance Wealth Advisors
Florida
$76.1K +$85.4K 1 0.01% New
1942
RWM
Raffa Wealth Management
District of Columbia
$75.9K -$7.57K 9 0.03% Reduced
1943
LAS
LWM Advisory Services
Florida
$75.5K +$79.9K 1 0.08% New
1944
JIR
James Investment Research
Ohio
$75.4K $0 1 0.01% Maintained
1945
CCP
Carmel Capital Partners
California
$75.1K +$79.9K 4 0.03% Increased
1946
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$74.7K $0 4 0.02% Maintained
1947
LIM
Lagoda Investment Management
New York
$73.6K $0 1 0.05% Maintained
1948
SCM
Silvant Capital Management
Georgia
$73.1K $0 1 0% Maintained
1949
PP
Pacifica Partners
Canada
$72.3K $0 3 0.04% Maintained
1950
AA
Addison Advisors
Vermont
$72.1K +$23.6K 5 0.03% Increased