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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
DCM
Dimension Capital Management
Florida
$38.9K $0 1 0.01% Maintained
2077
RG
Retirement Group
California
$37.6K +$27.2K 3 0.02% Increased
2078
NCM
Northwest Capital Management
Oregon
$37.4K $0 2 0.01% Maintained
2079
KFS
Kelly Financial Services
Massachusetts
$37.2K $0 3 0.02% Maintained
2080
CAM
Chesapeake Asset Management
New York
$37.1K $0 1 0.03% Maintained
2081
TCWA
Turtle Creek Wealth Advisors
Texas
$36.7K +$36.1K 1 0.01% New
2082
Country Trust Bank
Country Trust Bank
Illinois
$36.4K -$3.21K 1 0% Reduced
2083
TCG
Transcendent Capital Group
Oklahoma
$36.1K +$35.5K 1 0.02% New
2084
GW&K Investment Management
GW&K Investment Management
Massachusetts
$36K +$5.3K 6 0% Increased
2085
NECFA
New England Capital Financial Advisors
Connecticut
$35.8K $0 1 0.02% Maintained
2086
VCM
Versant Capital Management
Arizona
$35.7K -$2.03K 8 0.01% Reduced
2087
CFFP
Center for Financial Planning
Michigan
$35.1K +$2.38K 1 0.01% Increased
2088
ADL
Asset Dedication LLC
California
$35K +$3.99K 3 0% Increased
2089
CMP
Coston McIsaac & Partners
Maine
$35K -$513 5 0.01% Reduced
2090
AWM
Atticus Wealth Management
Florida
$34.1K $0 2 0.01% Maintained
2091
HWA
HHM Wealth Advisors
Tennessee
$33.8K -$14K 3 0.01% Reduced
2092
PO
Private Ocean
California
$32.5K +$58 2 0% Increased
2093
SNB
Security National Bank
Nebraska
$32.3K +$32.4K 2 0.01% New
2094
FMP
Financial Management Professionals
Texas
$32K -$418 5 0.01% Reduced
2095
HB
Horizon Bancorp
Indiana
$32K $0 1 0.02% Maintained
2096
Foster Group
Foster Group
Iowa
$31.2K $0 1 0% Maintained
2097
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$31.1K +$28.5K 1 0% New
2098
HWM
HighMark Wealth Management
Minnesota
$31.1K +$1.43K 2 0.02% Increased
2099
TFA
Tranquilli Financial Advisor
New Jersey
$31K -$6.09K 1 0.02% Reduced
2100
RWM
Raffa Wealth Management
District of Columbia
$30.6K -$47.7K 8 0.01% Reduced