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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
ATC
Adirondack Trust Company
New York
$23K $0 3 0.01% Maintained
2052
CWM
CarsonAllaria Wealth Management
Illinois
$23K $0 3 0.02% Maintained
2053
SJIM
St. Johns Investment Management
Florida
$23K $0 1 0.01% Maintained
2054
ETI
Enterprise Trust & Investment
California
$21K +$21.5K 3 0.01% New
2055
GCM
Gladius Capital Management
Illinois
$21K -$188K 1 0% Reduced
2056
GLLW
Graves Light Lenhart Wealth
Virginia
$21K $0 3 0% Maintained
2057
MAM
Marquette Asset Management
Minnesota
$21K -$56 2 0.01% Reduced
2058
PG
Proffitt & Goodson
Tennessee
$21K -$13.4K 1 0% Reduced
2059
TLCM
Twin Lakes Capital Management
California
$21K +$190 1 0.02% Increased
2060
CCM
Cribstone Capital Management
Maine
$20K -$26 1 0.01% Reduced
2061
PCFFS
Pacific Center for Financial Services
California
$20K $0 1 0.01% Maintained
2062
STCOSD
Sageworth Trust Company of South Dakota
South Dakota
$20K +$9.32K 3 0.04% Increased
2063
WWP
WR Wealth Planners
Missouri
$19.3K +$1.11K 3 0.01% Increased
2064
ACM
AUA Capital Management
Pennsylvania
$19K $0 1 0.01% Maintained
2065
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$19K $0 4 0.01% Maintained
2066
CDIA
Capital Directions Investment Advisors
Georgia
$19K -$11K 1 0.01% Reduced
2067
SAM
Strategic Asset Management
Minnesota
$19K +$243 2 0.03% Increased
2068
HF
Halpern Financial
Virginia
$18.3K $0 1 0.01% Maintained
2069
DWP
Destiny Wealth Partners
Florida
$18K +$18.7K 2 0% New
2070
CIA
Cascade Investment Advisors
Oregon
$17.4K $0 1 0.01% Maintained
2071
SWM
Selective Wealth Management
Virginia
$17K +$10.2K 2 0.01% Increased
2072
CAM
Costello Asset Management
Pennsylvania
$16K $0 1 0.01% Maintained
2073
IWP
IAG Wealth Partners
Wisconsin
$16K $0 2 0.01% Maintained
2074
WBC
West Branch Capital
Massachusetts
$16K +$1.42K 2 0.01% Increased
2075
MAWCM
Mine & Arao Wealth Creation & Management
California
$15K $0 1 0.01% Maintained