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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
AWA
Aquire Wealth Advisors
Utah
$66K +$60.2K 1 0.03% New
2077
EWM
Edge Wealth Management
New York
$65K $0 2 0.01% Maintained
2078
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$63K -$59K 2 0% Reduced
2079
M
MOTCO
Texas
$61K -$17.8K 2 0% Reduced
2080
ODG
O'Dell Group
Ohio
$61K +$615 4 0.02% Increased
2081
CFG
CKW Financial Group
Hawaii
$60K $0 1 0.01% Maintained
2082
MWA
Moser Wealth Advisors
Washington
$59K $0 1 0.04% Maintained
2083
FCT
First Community Trust
Iowa
$57.9K +$54K 3 0.05% New
2084
FWM
Focused Wealth Management
New York
$56K -$73K 5 0.01% Reduced
2085
GAM
Gemmer Asset Management
California
$55K +$2.94K 7 0.01% Increased
2086
NO
Ninety One
South Africa
$54K -$2.28K 1 0.02% Reduced
2087
AIP
Ahrens Investment Partners
Louisiana
$53K +$50.3K 4 0.02% New
2088
CWA
Carolina Wealth Advisors
South Carolina
$53K $0 3 0.03% Maintained
2089
SCM
Silvant Capital Management
Georgia
$53K $0 1 0.01% Maintained
2090
SG
StoneX Group
New York
$52.7K -$2.15M 2 0.01% Reduced
2091
TFO
Tarbox Family Office
California
$52K +$613 5 0.01% Increased
2092
WFA
West Financial Advisors
Iowa
$50K $0 1 0.01% Maintained
2093
HDIM
Hanson & Doremus Investment Management
Vermont
$49K $0 2 0.01% Maintained
2094
FPWM
FSB Premier Wealth Management
Iowa
$48K +$45.8K 2 0.02% New
2095
MSR
Main Street Research
Connecticut
$48K $0 1 0% Maintained
2096
HCP
Hexagon Capital Partners
Arkansas
$47K $0 5 0.01% Maintained
2097
LS
Leelyn Smith
Illinois
$47K $0 1 0.01% Maintained
2098
CSWM
Cassady Schiller Wealth Management
Ohio
$44K +$40.5K 4 0.03% New
2099
PFA
Professional Financial Advisors
Nebraska
$44K $0 2 0.02% Maintained
2100
RWA
RGT Wealth Advisors
Texas
$44K +$39.7K 1 0.01% New