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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
2076
HI
Human Investing
Oregon
$4K +$3.88K 2 0% Increased
2077
CWM
Cranbrook Wealth Management
Michigan
$3K -$15.2K 2 0% Reduced
2078
FP
Fiduciary Planning
Florida
$3K $0 1 0% Maintained
2079
FWM
Filbrandt Wealth Management
Wisconsin
$3K +$3.56K 2 0% New
2080
FEG
Financial Enhancement Group
Indiana
$3K -$13K 1 0% Reduced
2081
LWA
Lowe Wealth Advisors
Maryland
$3K $0 1 0% Maintained
2082
MFT
Moisand Fitzgerald Tamayo
Florida
$3K +$1.23K 2 0% Increased
2083
BC
Burleson & Co
California
$2K +$2.77K 2 0% New
2084
HFS
Horizon Financial Services
North Carolina
$2K $0 1 0% Maintained
2085
LAS
Lloyd Advisory Services
Georgia
$2K $0 1 0% Maintained
2086
MWC
MBM Wealth Consultants
Missouri
$2K $0 1 0% Maintained
2087
TJHA
Thomas J. Herzfeld Advisors
Florida
$2K $0 1 0% Maintained
2088
BFG
Baron Financial Group
New Jersey
$1.04K $0 1 0% Maintained
2089
ANBT
American National Bank & Trust
Texas
$1K -$109K 1 0% Reduced
2090
HCM
Horrell Capital Management
Arkansas
$1K +$1.19K 1 0% New
2091
IHWM
Iron Horse Wealth Management
Iowa
$1K +$969 1 0% New
2092
JMF
Johnson Midwest Financial
Iowa
$1K $0 1 0% Maintained
2093
MCM
MV Capital Management
Maryland
$1K +$1.35K 1 0% New
2094
PFSC
Peoples Financial Services Corp
Pennsylvania
$1K +$1.19K 1 0% New
2095
WAS
Winch Advisory Services
Wisconsin
$1K $0 1 0% Maintained
2096
1IA
1834 Investment Advisors
Wisconsin
$0 -$814K 0 – Closed
2097
AFA
Abacus FCF Advisors
Florida
$0 -$1.5M 0 – Closed
2098
APW
Acima Private Wealth
Virginia
$0 -$6K 0 – Closed
2099
Addenda Capital
Addenda Capital
Quebec, Canada
$0 -$339K 0 – Closed
2100
Advent Capital Management
Advent Capital Management
New York
$0 -$329K 0 – Closed