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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
SW
SkyOak Wealth
Michigan
$36.7K $0 1 0.01% Maintained
2052
IMA
Investment Management Associates
Colorado
$36.6K $0 1 0.01% Maintained
2053
GAG
Goodman Advisory Group
Massachusetts
$36.6K -$35.5K 1 0.01% Reduced
2054
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$36.2K +$33.2K 1 0% New
2055
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$36K -$74.4K 2 0.01% Reduced
2056
FMP
Financial Management Professionals
Texas
$36K +$11.8K 3 0% Increased
2057
SFS
Symphony Financial Services
Ohio
$35.9K $0 1 0.03% Maintained
2058
DIP
DT Investment Partners
Pennsylvania
$35.6K +$15.4K 2 0% Increased
2059
FA
Fagan Associates
New York
$35.5K +$18K 1 0.01% Increased
2060
Country Trust Bank
Country Trust Bank
Illinois
$35.1K $0 1 0% Maintained
2061
FA
Fermata Advisors
California
$34.9K +$7.79K 1 0.01% Increased
2062
CP
Castleview Partners
Texas
$34.8K -$9.15K 1 0.02% Reduced
2063
CCA
Criterion Capital Advisors
Tennessee
$34.8K $0 3 0.02% Maintained
2064
RWM
Raffa Wealth Management
District of Columbia
$34.4K -$174K 8 0.01% Reduced
2065
DLP
De Lisle Partners
United Kingdom
$34.3K $0 1 0.01% Maintained
2066
HWM
HighMark Wealth Management
Minnesota
$34.2K -$496 4 0.02% Reduced
2067
BBP
Banco BTG Pactual
Brazil
$33.9K $0 1 0.01% Maintained
2068
TCM
Tradewinds Capital Management
Washington
$33.7K +$2.13K 3 0.01% Increased
2069
UCI
Uncommon Cents Investing
Wisconsin
$33.2K +$31.9K 2 0.01% New
2070
GA
GoalVest Advisory
New York
$33.1K $0 1 0.01% Maintained
2071
Foster Group
Foster Group
Iowa
$32.9K +$30.3K 1 0% New
2072
CAM
Chesapeake Asset Management
New York
$32.2K +$248 2 0.03% Increased
2073
GWM
GDS Wealth Management
Texas
$31.7K $0 1 0% Maintained
2074
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31.2K -$17.4K 1 0.01% Reduced
2075
HDIM
Hanson & Doremus Investment Management
Vermont
$31K $0 1 0% Maintained