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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
CFFP
Center for Financial Planning
Michigan
$30.5K $0 1 0.01% Maintained
2077
AWM
Alterna Wealth Management
Texas
$30.4K $0 1 0.04% Maintained
2078
PO
Private Ocean
California
$30.3K +$2K 1 0% Increased
2079
FSWA
Financial Synergies Wealth Advisors
Texas
$30.1K +$4.06K 4 0% Increased
2080
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$29.7K $0 1 0.01% Maintained
2081
CWM
CarsonAllaria Wealth Management
Illinois
$29.3K $0 3 0.02% Maintained
2082
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$28.7K -$285 3 0.01% Reduced
2083
CWA Asset Management Group
CWA Asset Management Group
Florida
$28.2K $0 1 0% Maintained
2084
KWA
Kellett Wealth Advisors
Ohio
$28.2K $0 1 0.03% Maintained
2085
GLA
Good Life Advisors
Pennsylvania
$28.1K $0 1 0% Maintained
2086
AP
Atwood & Palmer
Missouri
$27.4K $0 3 0% Maintained
2087
Sageworth Trust
Sageworth Trust
Pennsylvania
$26.9K +$25.5K 2 0% New
2088
RFG
RFP Financial Group
Georgia
$26.8K $0 3 0.03% Maintained
2089
SPI
Sutton Place Investors
New York
$25.3K $0 1 0.03% Maintained
2090
DMC
Deer Management Company
New York
$24.5K $0 1 0% Maintained
2091
SJIM
St. Johns Investment Management
Florida
$22.6K $0 1 0.01% Maintained
2092
SHIM
Stone House Investment Management
Pennsylvania
$22.6K +$22.3K 1 0.01% New
2093
TLCM
Twin Lakes Capital Management
California
$21.9K $0 1 0.02% Maintained
2094
Fred Alger Management
Fred Alger Management
New York
$21.3K -$54.7K 1 0% Reduced
2095
WBC
West Branch Capital
Massachusetts
$21.3K $0 2 0.01% Maintained
2096
DIP
DT Investment Partners
Pennsylvania
$20.6K $0 1 0% Maintained
2097
FCT
First Community Trust
Iowa
$20.6K -$8.9K 2 0.02% Reduced
2098
PCFFS
Pacific Center for Financial Services
California
$20.5K +$19.9K 1 0.01% New
2099
GFPC
Global Financial Private Client
Florida
$20K +$19.4K 1 0.01% New
2100
CIA
Cascade Investment Advisors
Oregon
$18.1K +$17.6K 1 0.01% New