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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
CIA
Cascade Investment Advisors
Oregon
$20.3K +$5.01K 1 0.01% Increased
2102
DA
Denali Advisors
California
$20K +$20K 1 0.01% New
2103
FFWM
Future Financial Wealth Management
Ohio
$20K -$63 2 0.02% Reduced
2104
CCM
Cribstone Capital Management
Maine
$19K -$8.7K 3 0.01% Reduced
2105
Fred Alger Management
Fred Alger Management
New York
$19K +$18.6K 1 0% New
2106
MAWCM
Mine & Arao Wealth Creation & Management
California
$19K $0 1 0.01% Maintained
2107
WBC
West Branch Capital
Massachusetts
$19K -$3K 1 0.01% Reduced
2108
WWP
WR Wealth Planners
Missouri
$18.5K +$18.6K 2 0.01% New
2109
CAM
Costello Asset Management
Pennsylvania
$18K $0 1 0.01% Maintained
2110
IWP
IAG Wealth Partners
Wisconsin
$18K -$5.77K 2 0.01% Reduced
2111
UAS
United Asset Strategies
New York
$18K +$3.92K 1 0% Increased
2112
DI
Disciplined Investments
Oklahoma
$17K +$6.74K 7 0.01% Increased
2113
Provida Pension Fund Administrator
Provida Pension Fund Administrator
Chile
$16K -$14.3K 1 0% Reduced
2114
LWA
Lenox Wealth Advisors
New York
$16K -$22.5K 2 0% Reduced
2115
PPW
Pasadena Private Wealth
California
$16K $0 1 0.01% Maintained
2116
BA
Bellwether Advisors
Nebraska
$15K $0 2 0% Maintained
2117
SC
Schubert & Co
Texas
$15K +$12.5K 5 0.02% Increased
2118
EWM
Evermay Wealth Management
Virginia
$14K -$6K 2 0% Reduced
2119
KWM
Kolinsky Wealth Management
New Jersey
$14K $0 1 0.01% Maintained
2120
STCOSD
Sageworth Trust Company of South Dakota
South Dakota
$14K -$63.6K 3 0.03% Reduced
2121
LFA
Level Financial Advisors
New York
$13K $0 2 0.01% Maintained
2122
WAS
Winch Advisory Services
Wisconsin
$13K $0 2 0% Maintained
2123
AW
Avion Wealth
Texas
$12K -$6.17K 1 0% Reduced
2124
CI
Cordant Inc
Oregon
$12K +$11.7K 5 0.01% New
2125
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$12K +$3.59K 1 0.01% Increased