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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
OWA
Opal Wealth Advisors
New York
$102K +$108K 7 0.03% New
1927
EC
EntryPoint Capital
New York
$102K -$47.3K 5 0.05% Reduced
1928
HT
Heritage Trust
Oklahoma
$99.9K +$113K 1 0.01% New
1929
JEST
JTC Employer Solutions Trustee
Jersey
$97K $0 1 0.01% Maintained
1930
HNB
Hilltop National Bank
Wyoming
$97K +$13K 7 0.03% Increased
1931
EL
EMFO LLC
Florida
$94.7K $0 1 0.08% Maintained
1932
TCG
Transcendent Capital Group
Oklahoma
$94.7K $0 2 0.05% Maintained
1933
AFG
Albion Financial Group
Utah
$93.4K +$413 3 0.01% Increased
1934
UIA
Ulland Investment Advisors
Minnesota
$93K +$106K 1 0.06% New
1935
CWP
Concord Wealth Partners
Virginia
$91.3K -$29.3K 4 0.02% Reduced
1936
TA
Teton Advisors
New York
$90.4K $0 1 0.04% Maintained
1937
AFWM
Abich Financial Wealth Management
Virginia
$89.8K +$101K 2 0.06% Increased
1938
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$89.3K $0 3 0.01% Maintained
1939
TIM
Tortoise Investment Management
New York
$89.1K +$13.2K 4 0.01% Increased
1940
POIA
Pin Oak Investment Advisors
Texas
$89K $0 4 0.09% Maintained
1941
BGAI
Bruce G. Allen Investments
Colorado
$89K +$50.9K 5 0.07% Increased
1942
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$88.3K $0 1 0.07% Maintained
1943
NFSG
Newbridge Financial Services Group
Florida
$88.2K -$4.8K 2 0.03% Reduced
1944
AA
Addison Advisors
Vermont
$87.7K -$178 4 0.03% Reduced
1945
ATC
Advantage Trust Company
Kansas
$87.6K $0 3 0.06% Maintained
1946
BFS
Bare Financial Services
Pennsylvania
$87.5K $0 1 0.05% Maintained
1947
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$86.6K +$63.4K 5 0% Increased
1948
SL
Salomon & Ludwin
Virginia
$86.3K -$77.9K 3 0.01% Reduced
1949
TFGT
TS Financial Group (TSFG)
Illinois
$86K +$787 3 0.02% Increased
1950
CJ
Caitlin John
Michigan
$85.8K +$63.7K 6 0.06% Increased