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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
KWM
Kolinsky Wealth Management
New Jersey
$7K $0 1 0.01% Maintained
2102
PPW
Pasadena Private Wealth
California
$7K $0 1 0% Maintained
2103
RCM
Raleigh Capital Management
North Carolina
$7K $0 2 0% Maintained
2104
SWM
Sugarloaf Wealth Management
Georgia
$7K -$3K 2 0% Reduced
2105
ADL
Asset Dedication LLC
California
$6K +$730 3 0% Increased
2106
DI
Disciplined Investments
Oklahoma
$6K -$10K 5 0% Reduced
2107
EC
Estate Counselors
Wisconsin
$6K +$9.45K 1 0% New
2108
NMG
New Millennium Group
Utah
$6K +$6.84K 2 0.01% New
2109
PIA
Perennial Investment Advisors
California
$6K +$415 1 0% Increased
2110
BA
Ballew Advisors
Mississippi
$5K +$1.19K 1 0% Increased
2111
BCPWM
Bradley & Co Private Wealth Management
Florida
$5K +$5.11K 1 0.01% New
2112
MWP
Meridian Wealth Partners
Pennsylvania
$5K $0 1 0% Maintained
2113
SIG
Sargent Investment Group
Maryland
$5K -$203K 1 0% Reduced
2114
TWP
TFO Wealth Partners
Ohio
$5K +$5.51K 4 0% New
2115
BCM
Bourgeon Capital Management
Connecticut
$4K $0 1 0% Maintained
2116
FMB
Field & Main Bank
Kentucky
$4K +$4.18K 1 0% New
2117
LPWM
Lake Point Wealth Management
Texas
$4K $0 3 0% Maintained
2118
MBFW
Morton Brown Family Wealth
Pennsylvania
$4K +$4K 1 0% New
2119
SteelPeak Wealth
SteelPeak Wealth
California
$4K +$4.86K 1 0% New
2120
WAM
WFA Asset Management
Wisconsin
$3.12K -$1.39K 1 0% Reduced
2121
AWM
AllSquare Wealth Management
New York
$3K $0 1 0% Maintained
2122
LWA
Lowe Wealth Advisors
Maryland
$3K $0 1 0% Maintained
2123
MWC
MBM Wealth Consultants
Missouri
$3K $0 2 0% Maintained
2124
NL
NVWM LLC
Pennsylvania
$3K -$3K 1 0% Reduced
2125
OFG
Oxford Financial Group
Indiana
$3K $0 1 0% Maintained