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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
EWM
Evermay Wealth Management
Virginia
$14K $0 2 0% Maintained
2077
ML
McAdam LLC
Pennsylvania
$14K +$14.5K 1 0% Increased
2078
Provida Pension Fund Administrator
Provida Pension Fund Administrator
Chile
$13.2K $0 1 0% Maintained
2079
AW
Avion Wealth
Texas
$13K +$1.91K 1 0% Increased
2080
FSCM
Front Street Capital Management
Montana
$13K $0 1 0% Maintained
2081
LFA
Level Financial Advisors
New York
$13K +$663 4 0.01% Increased
2082
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$13K $0 1 0.02% Maintained
2083
WAS
Winch Advisory Services
Wisconsin
$13K -$56 2 0.01% Reduced
2084
SG
StoneX Group
New York
$12.4K +$16.8K 1 0% New
2085
CWM
Castle Wealth Management
Florida
$12K +$12.7K 1 0.01% New
2086
JPLA
Joseph P. Lucia & Associates
New York
$12K -$36.5K 4 0.01% Reduced
2087
SGDR
SPX Gestao de Recursos
Brazil
$10.5K -$36K 1 0% Reduced
2088
FSWA
Financial Synergies Wealth Advisors
Texas
$10.1K +$11.4K 4 0% New
2089
GW&K Investment Management
GW&K Investment Management
Massachusetts
$10K +$4.79K 4 0% Increased
2090
SA
SRH Advisors
Kansas
$10K +$54 3 0.01% Increased
2091
ANBT
American National Bank & Trust
Texas
$9K +$5.62K 2 0% Increased
2092
MFT
Moisand Fitzgerald Tamayo
Florida
$9K +$7.39K 3 0% Increased
2093
TF
TimeScale Financial
Massachusetts
$9K $0 2 0% Maintained
2094
AWM
Activest Wealth Management
Florida
$8K +$2.68K 5 0.01% Increased
2095
APW
Axim Planning & Wealth
Ohio
$8K +$8.52K 1 0.01% New
2096
DTIM
Danda Trouve Investment Management
Kansas
$8K $0 1 0.01% Maintained
2097
FCMT
Founders Capital Management (Texas)
Texas
$8K +$8.16K 1 0.01% New
2098
AIM
Arcadia Investment Management
Michigan
$7K $0 1 0% Maintained
2099
APC
Aspire Private Capital
North Carolina
$7K $0 3 0% Maintained
2100
CWM
Cedar Wealth Management
California
$7K $0 1 0% Maintained