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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
AP
Atwood & Palmer
Missouri
$26.4K $0 3 0% Maintained
2102
FSWA
Financial Synergies Wealth Advisors
Texas
$26.3K -$2.7K 6 0% Reduced
2103
CWM
CarsonAllaria Wealth Management
Illinois
$26.2K $0 3 0.02% Maintained
2104
FPB
First PREMIER Bank
South Dakota
$26K -$213K 1 0.01% Reduced
2105
RFG
RFP Financial Group
Georgia
$25.4K $0 3 0.01% Maintained
2106
QL
Quarry LP
New York
$25.3K +$23.8K 1 0.01% New
2107
VWM
Valley Wealth Managers
New Jersey
$24.6K -$19.2K 1 0% Reduced
2108
SIC
SJS Investment Consulting
Ohio
$23.7K +$682 7 0.01% Increased
2109
ATC
Adirondack Trust Company
New York
$23.6K -$6.78K 1 0.01% Reduced
2110
DIP
DT Investment Partners
Pennsylvania
$22.7K $0 1 0% Maintained
2111
TBWA
Three Bridge Wealth Advisors
California
$21.8K $0 1 0.01% Maintained
2112
TLCM
Twin Lakes Capital Management
California
$21.1K +$179 1 0.02% Increased
2113
BG
Benedetti & Gucer
Georgia
$21K -$3.77K 1 0.01% Reduced
2114
FCT
First Community Trust
Iowa
$20.8K $0 2 0.02% Maintained
2115
IPW
Impact Partnership Wealth
Georgia
$20.1K +$20.8K 4 0.01% New
2116
ACP
Arcus Capital Partners
Georgia
$19.8K $0 1 0.01% Maintained
2117
PCFFS
Pacific Center for Financial Services
California
$19.6K $0 1 0.01% Maintained
2118
AWM
Alterna Wealth Management
Texas
$18.8K $0 1 0.02% Maintained
2119
MWM
Mascoma Wealth Management
New Hampshire
$18.5K $0 3 0.01% Maintained
2120
IAS
IMA Advisory Services
Colorado
$18.2K -$21K 1 0% Reduced
2121
SA
SRH Advisors
Kansas
$17.6K $0 3 0.01% Maintained
2122
SWM
Sugarloaf Wealth Management
Georgia
$17.6K +$6.23K 2 0% Increased
2123
SGC
Slocum, Gordon & Co
Rhode Island
$17.3K $0 1 0.01% Maintained
2124
TPW
TL Private Wealth
Texas
$17.2K -$33.2K 1 0.01% Reduced
2125
TFM
TFC Financial Management
Massachusetts
$17K +$13.9K 2 0% Increased