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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
2026
BCA
Bray Capital Advisors
Florida
$2K $0 1 0% Maintained
2027
BC
Burleson & Co
California
$2K $0 2 0% Maintained
2028
CI
Cordant Inc
Oregon
$2K +$2.83K 2 0% New
2029
FA
Financial Avengers
California
$2K $0 1 0% Maintained
2030
LAS
Lloyd Advisory Services
Georgia
$2K $0 1 0% Maintained
2031
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$2K $0 1 0% Maintained
2032
YAL
Your Advocates Ltd
Texas
$2K +$2.18K 1 0% New
2033
BFG
Baron Financial Group
New Jersey
$1.05K $0 1 0% Maintained
2034
AA
Addison Advisors
Vermont
$1K +$1.67K 2 0% New
2035
DWA
Delos Wealth Advisors
Texas
$1K +$685 1 0% New
2036
HCM
Horrell Capital Management
Arkansas
$1K $0 1 0% Maintained
2037
IHWM
Iron Horse Wealth Management
Iowa
$1K $0 1 0% Maintained
2038
PFSC
Peoples Financial Services Corp
Pennsylvania
$1K $0 1 0% Maintained
2039
SL
Savior LLC
Massachusetts
$1K -$16.4K 1 0% Reduced
2040
AC
Abbrea Capital
California
$0 -$207K 0 – Closed
2041
APGDR
Absoluto Partners Gestao de Recursos
Brazil
$0 -$1.67M 0 – Closed
2042
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$0 -$17.3M 0 – Closed
2043
ARC
Advisor Resource Council
Texas
$0 -$361K 0 – Closed
2044
AWMS
Advocacy Wealth Management Services
Georgia
$0 $0 1 0% Maintained
2045
AIL
AGF Investments LLC
Ontario, Canada
$0 -$414K 0 – Closed
2046
AIA Group
AIA Group
Hong Kong
$0 -$1.09M 0 – Closed
2047
AGA
Altrinsic Global Advisors
Connecticut
$0 -$59M 0 – Closed
2048
AFM
Andesa Financial Management
Pennsylvania
$0 -$273K 0 – Closed
2049
ACM
Anfield Capital Management
California
$0 -$64K 0 – Closed
2050
ACM
Anomaly Capital Management
New York
$0 -$13.8M 0 – Closed