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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
SFO
Standard Family Office
South Dakota
$44K +$42K 2 0.39% New
2102
ACM
AUA Capital Management
Pennsylvania
$43K $0 1 0.03% Maintained
2103
FMP
Financial Management Professionals
Texas
$43K -$6.02K 5 0.01% Reduced
2104
ICMH
Integrity Capital Management (HK)
Hong Kong
$43K +$48.4K 1 0.14% New
2105
ED
Exane Derivatives
France
$42.5K +$1.72K 4 0.01% Increased
2106
AWM
Atticus Wealth Management
Florida
$42K +$41.3K 1 0.02% New
2107
HWA
HHM Wealth Advisors
Tennessee
$42K $0 3 0.01% Maintained
2108
HF
Halpern Financial
Virginia
$41.2K -$22.5K 1 0.02% Reduced
2109
EWM
Endowment Wealth Management
Wisconsin
$40K +$41.2K 1 0.04% New
2110
MAM
McCarthy Asset Management
California
$40K $0 1 0.03% Maintained
2111
ACM
Antonetti Capital Management
Florida
$39K -$81.9K 3 0.03% Reduced
2112
CAL
Capital Advisors Ltd
Ohio
$39K +$32.1K 4 0.01% Increased
2113
IAS
IMA Advisory Services
Colorado
$39K $0 2 0.01% Maintained
2114
LWA
Lenox Wealth Advisors
New York
$39K -$1.85K 4 0% Reduced
2115
AP
Atwood & Palmer
Missouri
$37K +$5.27K 4 0% Increased
2116
OAJ
Ogorek Anthony Joseph
New York
$37K -$25.8K 2 0.02% Reduced
2117
PO
Private Ocean
California
$37K $0 1 0% Maintained
2118
DCM
Dimension Capital Management
Florida
$36K $0 1 0.01% Maintained
2119
ONST
Old North State Trust
North Carolina
$36K -$8.27K 2 0.03% Reduced
2120
DWA
Delos Wealth Advisors
Texas
$35K +$30.7K 4 0.03% Increased
2121
CFFP
Center for Financial Planning
Michigan
$34K $0 1 0.01% Maintained
2122
MWM
Mascoma Wealth Management
New Hampshire
$34K -$228 3 0.01% Reduced
2123
DWMG
DB Wealth Management Group
California
$32K $0 1 0.02% Maintained
2124
HWM
HighMark Wealth Management
Minnesota
$32K -$1.87K 2 0.02% Reduced
2125
CCM
Cribstone Capital Management
Maine
$31K $0 1 0.02% Maintained