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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
Foster Group
Foster Group
Iowa
$47.7K +$44.3K 1 0% New
2027
SIA
Soltis Investment Advisors
Utah
$46.3K $0 1 0.01% Maintained
2028
KA
Kozak & Associates
Colorado
$45.7K +$16.9K 2 0.02% Increased
2029
FWM
Focused Wealth Management
New York
$45.6K $0 4 0.01% Maintained
2030
Country Trust Bank
Country Trust Bank
Illinois
$45.3K $0 1 0% Maintained
2031
OAJ
Ogorek Anthony Joseph
New York
$45K +$5.98K 4 0.02% Increased
2032
FCA
FinTrust Capital Advisors
South Carolina
$44.6K $0 4 0.01% Maintained
2033
BFPW
BOK Financial Private Wealth
Colorado
$44.5K -$18.7K 1 0% Reduced
2034
XSC
X-Square Capital
Puerto Rico
$44K -$426K 1 0.03% Reduced
2035
EC
Estate Counselors
Wisconsin
$43K +$48.5K 1 0.01% New
2036
AA
Addison Advisors
Vermont
$42.9K +$50 4 0.02% Increased
2037
FCM
Fortis Capital Management
Washington
$42.3K +$39.2K 1 0.02% New
2038
CAM
Chesapeake Asset Management
New York
$41.8K +$42.2K 1 0.04% New
2039
VWM
Valley Wealth Managers
New Jersey
$41.7K +$7.03K 2 0% Increased
2040
SG
StoneX Group
New York
$41.5K +$38.5K 1 0% New
2041
SWA
Sutton Wealth Advisors
Florida
$41.3K -$319K 5 0.02% Reduced
2042
HDIM
Hanson & Doremus Investment Management
Vermont
$40K -$28.7K 3 0.01% Reduced
2043
SSC
Syverson Strege & Co
Iowa
$39.6K +$37.1K 4 0.02% New
2044
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$39.5K +$2.21K 1 0.03% Increased
2045
CSWM
Cassady Schiller Wealth Management
Ohio
$39.2K -$2.4K 3 0.02% Reduced
2046
TFA
Tranquilli Financial Advisor
New Jersey
$38.7K +$35.9K 1 0.03% New
2047
GCM
Gladius Capital Management
Illinois
$38K +$2.38K 1 0% Increased
2048
Mather Group
Mather Group
Illinois
$37.9K -$8 1 0% Reduced
2049
IAS
IMA Advisory Services
Colorado
$37.7K $0 2 0.01% Maintained
2050
AWM
Atticus Wealth Management
Florida
$37.3K $0 1 0.01% Maintained