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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
2101
TJHA
Thomas J. Herzfeld Advisors
Florida
$3K +$656 1 0% Increased
2102
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$3K +$2.46K 1 0% New
2103
CWM
Cranbrook Wealth Management
Michigan
$2K -$1K 1 0% Reduced
2104
FWM
Filbrandt Wealth Management
Wisconsin
$2K -$2K 1 0% Reduced
2105
LAS
Lloyd Advisory Services
Georgia
$2K $0 1 0% Maintained
2106
WAS
Winch Advisory Services
Wisconsin
$2K $0 1 0% Maintained
2107
BFG
Baron Financial Group
New Jersey
$1.31K $0 1 0% Maintained
2108
HCM
Horrell Capital Management
Arkansas
$1K $0 1 0% Maintained
2109
IHWM
Iron Horse Wealth Management
Iowa
$1K $0 1 0% Maintained
2110
PFSC
Peoples Financial Services Corp
Pennsylvania
$1K $0 1 0% Maintained
2111
AIA
Arcadia Investment Advisors
Idaho
$936 +$939 1 0% New
2112
LSA
Lion Street Advisors
Texas
$542 +$526 1 0.02% New
2113
ACM
Academy Capital Management
Texas
$0 -$30M 0 – Closed
2114
AWMS
Advocacy Wealth Management Services
Georgia
$0 +$526 1 0% New
2115
APF
Alaska Permanent Fund
Alaska
$0 -$3.35M 0 – Closed
2116
AWA
Alaska Wealth Advisors
Alaska
$0 -$20K 0 – Closed
2117
ADIM
Alpha DNA Investment Management
Maryland
$0 -$4K 0 – Closed
2118
AGM
Alpine Global Management
New York
$0 -$3.29M 0 – Closed
2119
ANBT
American National Bank & Trust
Texas
$0 -$1K 0 – Closed
2120
AFS
Amtrust Financial Services
New York
$0 -$168K 0 – Closed
2121
AGC
Angelo Gordon & Co
New York
$0 -$4.92M 0 – Closed
2122
AFM
Anson Funds Management
Texas
$0 -$1.49M 0 – Closed
2123
ACP
Arcus Capital Partners
Georgia
$0 -$202K 0 – Closed
2124
AW
Avion Wealth
Texas
$0 -$6K 0 – Closed
2125
BWFA
Baltimore-Washington Financial Advisors
Maryland
$0 -$229K 0 – Closed