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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
WC
Weil Company
California
$201K -$451K 1 0.09% Reduced
1952
BA
Bluesphere Advisors
Pennsylvania
$200K +$196K 1 0.17% New
1953
TC
TAP Consulting
Missouri
$200K +$183K 5 0.05% New
1954
GCM
Gladius Capital Management
Illinois
$199K +$197K 2 0.02% New
1955
TA
Teton Advisors
New York
$199K $0 1 0.03% Maintained
1956
FCT
Family Capital Trust
Massachusetts
$198K $0 1 0.06% Maintained
1957
AWA
Artemis Wealth Advisors
New York
$195K +$38.6K 2 0.02% Increased
1958
TWM
Tradition Wealth Management
Minnesota
$194K $0 4 0.02% Maintained
1959
BWM
Baystate Wealth Management
Massachusetts
$193K +$13.3K 2 0.02% Increased
1960
FCFS
First Command Financial Services
Texas
$193K -$7.78K 4 0.03% Reduced
1961
FPB
First PREMIER Bank
South Dakota
$190K -$6.64K 2 0.05% Reduced
1962
CBT
Central Bank & Trust
Kentucky
$189K +$10.7K 2 0.03% Increased
1963
FCB
First Command Bank
Texas
$188K $0 4 0.03% Maintained
1964
BHWM
Beaird Harris Wealth Management
Texas
$187K +$177K 3 0.07% New
1965
RIM
Rockbridge Investment Management
New York
$187K $0 5 0.03% Maintained
1966
CWA
Clearview Wealth Advisors
Oregon
$177K -$1.4K 5 0.11% Reduced
1967
TCM
Traynor Capital Management
Pennsylvania
$173K -$83K 2 0.02% Reduced
1968
ZB
Zions Bancorporation
Utah
$173K -$461K 6 0.02% Reduced
1969
AWM
Alterna Wealth Management
Texas
$172K +$246K 1 0.14% New
1970
CreativeOne Wealth
CreativeOne Wealth
Kansas
$172K +$43.9K 2 0.01% Increased
1971
CHA
Carmichael Hill & Associates
Maryland
$171K $0 5 0.08% Maintained
1972
CWP
Concord Wealth Partners
Virginia
$171K +$109K 5 0.04% Increased
1973
BIP
Blueprint Investment Partners
North Carolina
$171K +$159K 1 0.04% New
1974
CFN
Cordasco Financial Network
Florida
$170K -$8.89K 3 0.11% Reduced
1975
FA
Fortis Advisors
Pennsylvania
$168K $0 2 0.1% Maintained