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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
1951
PP
Pacifica Partners
Canada
$28K $0 3 0.03% Maintained
1952
BAMG
Brand Asset Management Group
Missouri
$27K $0 1 0.02% Maintained
1953
HWM
HighMark Wealth Management
Minnesota
$27K +$739 2 0.02% Increased
1954
HFA
Hoover Financial Advisors
Pennsylvania
$25K +$13.3K 2 0.01% New
1955
IWP
IAG Wealth Partners
Wisconsin
$25K $0 2 0.01% Maintained
1956
MWP
Meridian Wealth Partners
Pennsylvania
$24K +$197 1 0.01% Increased
1957
CMA
Cedar Mountain Advisors
Oregon
$23K $0 2 0.01% Maintained
1958
GW&K Investment Management
GW&K Investment Management
Massachusetts
$23K +$1.36K 1 0% Increased
1959
NFSG
Newbridge Financial Services Group
Florida
$23K -$38.7K 2 0.02% Reduced
1960
TF
TimeScale Financial
Massachusetts
$23K +$4.49K 2 0.01% Increased
1961
VNA
Valley National Advisers
Pennsylvania
$23K $0 5 0% Maintained
1962
SJIM
St. Johns Investment Management
Florida
$22K $0 2 0.01% Maintained
1963
ATC
Adirondack Trust Company
New York
$21K $0 1 0.01% Maintained
1964
FTDI
First Trust Direct Indexing
Massachusetts
$21K +$18.6K 2 0.01% New
1965
RIA
RPG Investment Advisory
California
$21K +$11.3K 3 0% Increased
1966
SWM
Selective Wealth Management
Virginia
$21K $0 1 0.01% Maintained
1967
BWM
BigSur Wealth Management
Florida
$20K +$14.2K 1 0.01% New
1968
CWM
Cranbrook Wealth Management
Michigan
$19K +$17.3K 2 0% New
1969
HGWM
Harvest Group Wealth Management
Massachusetts
$19K $0 2 0.01% Maintained
1970
VCM
Versant Capital Management
Arizona
$19K $0 2 0.01% Maintained
1971
PCFFS
Pacific Center for Financial Services
California
$18K $0 1 0.01% Maintained
1972
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.7K +$15.9K 1 0.02% New
1973
ADIM
Alpha DNA Investment Management
Maryland
$17K +$17.3K 1 0.02% New
1974
FMP
Financial Management Professionals
Texas
$17K +$345 3 0% Increased
1975
CFO
CVA Family Office
Colorado
$16K $0 2 0.01% Maintained