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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
CFG
CKW Financial Group
Hawaii
$152K $0 2 0.03% Maintained
1952
QC
Quent Capital
New York
$152K +$1.7K 5 0.03% Increased
1953
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$151K -$56.4K 3 0.03% Reduced
1954
HCP
Hexagon Capital Partners
Arkansas
$148K -$6.47K 6 0.04% Reduced
1955
JWA
JFS Wealth Advisors
Pennsylvania
$147K -$100K 8 0.01% Reduced
1956
JEST
JTC Employer Solutions Trustee
Jersey
$147K $0 1 0.01% Maintained
1957
Capital Wealth Planning
Capital Wealth Planning
Florida
$147K +$157K 1 0% New
1958
HB
Horizon Bancorp
Indiana
$146K +$151K 1 0.08% New
1959
MWM
MinichMacGregor Wealth Management
New York
$145K +$155K 4 0.05% New
1960
RBC
Romano Brothers & Co
Illinois
$142K +$145K 4 0.02% New
1961
CWC
Carolinas Wealth Consulting
North Carolina
$142K +$31.1K 4 0.03% Increased
1962
Larson Financial Group
Larson Financial Group
Missouri
$140K +$24.6K 8 0.02% Increased
1963
POIA
Pin Oak Investment Advisors
Texas
$138K +$2.19K 4 0.17% Increased
1964
TA
Teton Advisors
New York
$137K $0 1 0.04% Maintained
1965
CWP
Concord Wealth Partners
Virginia
$135K +$144K 5 0.04% New
1966
KFI
Key Financial Inc
Pennsylvania
$134K $0 6 0.06% Maintained
1967
WOSD
WFA of San Diego
California
$134K +$137K 2 0.1% New
1968
FMP
Financial Management Professionals
Texas
$133K -$1.31K 4 0.03% Reduced
1969
FP
Financial Perspectives
Minnesota
$132K $0 4 0.07% Maintained
1970
ZIG
Zullo Investment Group
Pennsylvania
$130K +$285 4 0.08% Increased
1971
KLWA
Kelly Lawrence W & Associates
California
$129K $0 2 0.04% Maintained
1972
GJIA
Glass Jacobson Investment Advisors
Maryland
$129K +$127K 4 0.06% New
1973
1WM
1900 Wealth Management
Texas
$128K $0 1 0.01% Maintained
1974
FCB
First Command Bank
Texas
$127K +$18.3K 4 0.02% Increased
1975
FCFS
First Command Financial Services
Texas
$127K +$18.3K 4 0.02% Increased