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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
2051
DI
Disciplined Investments
Oklahoma
$10K +$1.17K 2 0.01% Increased
2052
RA
Resolute Advisors
California
$10K +$10.2K 2 0% New
2053
RG
Retirement Group
California
$10K -$6K 3 0% Reduced
2054
SA
SRH Advisors
Kansas
$10K $0 2 0.01% Maintained
2055
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$9K $0 1 0.01% Maintained
2056
HFA
Hoover Financial Advisors
Pennsylvania
$9K -$19.8K 4 0% Reduced
2057
NC
NewSquare Capital
Pennsylvania
$9K +$9.38K 1 0% New
2058
APWA
Atlas Private Wealth Advisors
New Jersey
$8K +$676 4 0% Increased
2059
CFFP
Center for Financial Planning
Michigan
$8K $0 1 0% Maintained
2060
Close Asset Management
Close Asset Management
United Kingdom
$8K +$8.07K 1 0% New
2061
IF
Ironwood Financial
Arizona
$8K +$119 3 0% Increased
2062
SWM
Selective Wealth Management
Virginia
$7K -$13.7K 1 0.01% Reduced
2063
HF
Halpern Financial
Virginia
$6.4K +$6.38K 1 0% New
2064
AW
Avion Wealth
Texas
$6K +$6.46K 1 0% New
2065
SCA
Stuart Chaussee & Associates
California
$6K +$5.86K 1 0% New
2066
AWM
AllSquare Wealth Management
New York
$5K $0 1 0% Maintained
2067
FA
Financial Avengers
California
$5K $0 1 0% Maintained
2068
GCM
Gables Capital Management
Florida
$5K +$4.28K 1 0% New
2069
RAM
Riggs Asset Management
Pennsylvania
$5K $0 1 0% Maintained
2070
TCM
TD Capital Management
Tennessee
$5K $0 2 0% Maintained
2071
TCWA
Ten Capital Wealth Advisors
Washington
$5K +$1.17K 2 0% Increased
2072
ADIM
Alpha DNA Investment Management
Maryland
$4K -$13.7K 2 0% Reduced
2073
BCA
Bray Capital Advisors
Florida
$4K $0 1 0% Maintained
2074
CAL
Capital Advisors Ltd
Ohio
$4K $0 1 0% Maintained
2075
EWM
Elmwood Wealth Management
California
$4K +$4.99K 2 0% New