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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
MCFP
Mallini Complete Financial Planning
Florida
$4.82K +$5.28K 1 0.01% New
1927
LWA
Lowe Wealth Advisors
Maryland
$4.81K $0 1 0% Maintained
1928
GIM
Gold Investment Management
Alberta, Canada
$4.78K $0 1 0% Maintained
1929
DPW
DiNuzzo Private Wealth
Pennsylvania
$4.76K +$1.59K 4 0% Increased
1930
FA
FSA Advisors
Michigan
$4.75K +$5.2K 1 0% New
1931
MAM
Meeder Asset Management
Ohio
$4.72K +$1.08K 1 0% Increased
1932
PWA
Principia Wealth Advisory
Texas
$4.66K +$3.06K 6 0% Increased
1933
NWM
Nova Wealth Management
Florida
$4.56K +$4.94K 3 0% Increased
1934
RWA
Redmont Wealth Advisors
Illinois
$4.4K +$4.3K 1 0.01% New
1935
IHWM
Iron Horse Wealth Management
Iowa
$4.33K +$93 3 0% Increased
1936
PWM
Proathlete Wealth Management
Florida
$4.24K +$1.84K 3 0% Increased
1937
DSC
Duncker Streett & Co
Missouri
$4.23K +$4.66K 1 0% New
1938
AWG
Altus Wealth Group
Colorado
$4.21K $0 1 0% Maintained
1939
IA
IFS Advisors
Kansas
$4.19K -$4.87K 1 0% Reduced
1940
QWM
Quaker Wealth Management
New Jersey
$4.16K +$4.56K 5 0% New
1941
CP
Clarendon Private
Massachusetts
$4.14K $0 1 0% Maintained
1942
LI
LifeWealth Investments
Florida
$4.14K $0 1 0% Maintained
1943
WFA
West Financial Advisors
Iowa
$4.13K $0 1 0% Maintained
1944
TFGT
TS Financial Group (TSFG)
Illinois
$4K -$37K 2 0% Reduced
1945
CIAS
CBIZ Investment Advisory Services
Ohio
$3.93K +$4.47K 2 0% New
1946
GGI
Godsey & Gibb Inc
Virginia
$3.93K -$8 1 0% Reduced
1947
CAM
Clarity Asset Management
Iowa
$3.88K $0 1 0% Maintained
1948
AWM
Ameliora Wealth Management
Switzerland
$3.82K $0 1 0% Maintained
1949
SVCP
Silicon Valley Capital Partners
California
$3.68K -$33.5K 2 0% Reduced
1950
IMC
Investment Management Corporation
Virginia
$3.25K $0 1 0% Maintained