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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
CFFP
Center for Financial Planning
Michigan
$31.3K $0 1 0.01% Maintained
2102
AWM
Abound Wealth Management
Tennessee
$31K +$526 4 0.02% Increased
2103
HGERS
Householder Group Estate & Retirement Specialist
Arizona
$31K +$984 5 0.05% Increased
2104
VCM
Versant Capital Management
Arizona
$30.8K $0 4 0.01% Maintained
2105
AWA
Artemis Wealth Advisors
New York
$30.7K +$68 1 0.01% Increased
2106
ATC
Adirondack Trust Company
New York
$30.6K $0 1 0.02% Maintained
2107
KA
Kozak & Associates
Colorado
$30K $0 1 0.01% Maintained
2108
GLA
Good Life Advisors
Pennsylvania
$29.9K $0 1 0% Maintained
2109
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$29.7K $0 3 0.02% Maintained
2110
DCM
DGS Capital Management
New Jersey
$29.3K -$2.09K 1 0.02% Reduced
2111
FCT
First Community Trust
Iowa
$29K $0 2 0.03% Maintained
2112
PO
Private Ocean
California
$29K -$5.03K 1 0% Reduced
2113
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$28.6K -$52K 1 0.02% Reduced
2114
WA
Win Advisors
Florida
$28.5K -$22K 1 0.01% Reduced
2115
Krilogy Financial
Krilogy Financial
Missouri
$28.5K $0 1 0% Maintained
2116
Twin Tree Management
Twin Tree Management
Texas
$27.7K -$90.9K 1 0% Reduced
2117
CWA Asset Management Group
CWA Asset Management Group
Florida
$27.2K $0 1 0% Maintained
2118
KWA
Kellett Wealth Advisors
Ohio
$27.2K +$29.1K 1 0.03% New
2119
MWM
Mascoma Wealth Management
New Hampshire
$27.2K $0 3 0.01% Maintained
2120
BG
Benedetti & Gucer
Georgia
$27K +$35.1K 1 0.02% New
2121
CWM
CarsonAllaria Wealth Management
Illinois
$27K +$12 4 0.02% Increased
2122
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$27K +$15.4K 2 0.24% Increased
2123
AP
Atwood & Palmer
Missouri
$27K $0 3 0% Maintained
2124
SPI
Sutton Place Investors
New York
$26.9K +$35K 1 0.04% New
2125
RFG
RFP Financial Group
Georgia
$26.7K +$27.1K 3 0.01% New