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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
MAM
Marquette Asset Management
Minnesota
$20K -$538 1 0.01% Reduced
2052
TLCM
Twin Lakes Capital Management
California
$20K $0 1 0.02% Maintained
2053
PCFFS
Pacific Center for Financial Services
California
$19K $0 1 0.01% Maintained
2054
CDIA
Capital Directions Investment Advisors
Georgia
$18K -$19.5K 0 – Closed
2055
DWP
Destiny Wealth Partners
Florida
$18K $0 2 0% Maintained
2056
WWP
WR Wealth Planners
Missouri
$17.9K -$862 3 0.01% Reduced
2057
OA
Operose Advisors
Wisconsin
$17K +$19K 2 0.01% New
2058
SWM
Selective Wealth Management
Virginia
$17K +$73 2 0.01% Increased
2059
HF
Halpern Financial
Virginia
$16.1K $0 1 0.01% Maintained
2060
DIP
DT Investment Partners
Pennsylvania
$16K +$18.5K 1 0% New
2061
IWP
IAG Wealth Partners
Wisconsin
$16K $0 2 0.01% Maintained
2062
MAWCM
Mine & Arao Wealth Creation & Management
California
$16K $0 1 0.01% Maintained
2063
TCWA
Ten Capital Wealth Advisors
Washington
$16K +$13.9K 3 0.01% Increased
2064
ACM
AUA Capital Management
Pennsylvania
$15K -$1.82K 1 0.01% Reduced
2065
SA
SRH Advisors
Kansas
$15K +$5.18K 4 0.02% Increased
2066
Provida Pension Fund Administrator
Provida Pension Fund Administrator
Chile
$14.6K $0 1 0% Maintained
2067
CWA
Carolina Wealth Advisors
South Carolina
$14K -$14.7K 2 0.01% Reduced
2068
CAM
Costello Asset Management
Pennsylvania
$14K $0 1 0.01% Maintained
2069
CCM
Cribstone Capital Management
Maine
$14K -$5.85K 1 0.01% Reduced
2070
EWM
Evermay Wealth Management
Virginia
$14K $0 1 0% Maintained
2071
SWM
Sugarloaf Wealth Management
Georgia
$13K +$5.91K 2 0% Increased
2072
CWM
Castle Wealth Management
Florida
$12K $0 1 0.01% Maintained
2073
LFA
Level Financial Advisors
New York
$12K -$1K 1 0.01% Reduced
2074
MDCM
Morgan Dempsey Capital Management
Wisconsin
$12K +$12.7K 1 0% New
2075
WAS
Winch Advisory Services
Wisconsin
$12K -$1K 1 0.01% Reduced