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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
BCM
Bourgeon Capital Management
Connecticut
$4K $0 1 0% Maintained
2102
LSA
Lansing Street Advisors
Pennsylvania
$4K -$27K 1 0% Reduced
2103
SC
Sierra Capital
Florida
$4K -$90K 3 0% Reduced
2104
TCM
TD Capital Management
Tennessee
$4K +$4.38K 2 0% New
2105
HWP
Highline Wealth Partners
California
$3.71K +$3.98K 2 0% New
2106
ARS
Adirondack Retirement Specialists
New York
$3K +$3.66K 1 0% New
2107
AWM
AllSquare Wealth Management
New York
$3K $0 1 0% Maintained
2108
DTIM
Danda Trouve Investment Management
Kansas
$3K $0 1 0.01% Maintained
2109
GIS
Grayhawk Investment Strategies
Alberta, Canada
$3K +$4K 1 0% New
2110
GW&K Investment Management
GW&K Investment Management
Massachusetts
$3K -$7K 1 0% Reduced
2111
LWA
Lowe Wealth Advisors
Maryland
$3K $0 1 0% Maintained
2112
MWC
MBM Wealth Consultants
Missouri
$3K +$1.05K 2 0% Increased
2113
NL
NVWM LLC
Pennsylvania
$3K $0 1 0% Maintained
2114
PPWM
PFG Private Wealth Management
Florida
$3K +$2.68K 1 0% New
2115
RDFA
Ritter Daniher Financial Advisory
Ohio
$3K $0 1 0% Maintained
2116
WAM
WFA Asset Management
Wisconsin
$2.75K $0 1 0% Maintained
2117
ACM
Absolute Capital Management
Pennsylvania
$2.51K +$2.68K 2 0% New
2118
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$2K +$2.51K 1 0% Increased
2119
DCBT
Dakota Community Bank & Trust
North Dakota
$2K +$1.95K 1 0.01% New
2120
GAG
Goodman Advisory Group
Massachusetts
$2K $0 1 0% Maintained
2121
HI
Hoey Investments
Pennsylvania
$2K -$211 2 0% Reduced
2122
PLU
Performa Ltd (US)
South Carolina
$2K +$2.28K 1 0% New
2123
PP
PrairieView Partners
Minnesota
$2K $0 1 0% Maintained
2124
RDIA
RE Dickinson Investment Advisors
Iowa
$2K $0 1 0% Maintained
2125
RG
Retirement Group
California
$2K -$27.6K 2 0% Reduced