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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
GA
GoalVest Advisory
New York
$10.2K +$10.5K 1 0.01% New
2102
LFA
Level Financial Advisors
New York
$10.1K $0 1 0.01% Maintained
2103
Close Asset Management
Close Asset Management
United Kingdom
$10K -$25.1K 1 0% Reduced
2104
TLA
Tanglewood Legacy Advisors
Texas
$9.73K $0 1 0.01% Maintained
2105
RL
Rogco LP
Oklahoma
$9.68K +$9.92K 1 0% New
2106
FCMT
Founders Capital Management (Texas)
Texas
$9.67K $0 1 0.01% Maintained
2107
CB
Centennial Bank
Arkansas
$8.8K $0 1 0.01% Maintained
2108
FCT
First Community Trust
Iowa
$8.8K -$12.1K 1 0.01% Reduced
2109
EWP
Elevation Wealth Partners
California
$8.65K $0 3 0.01% Maintained
2110
GGI
Godsey & Gibb Inc
Virginia
$8.55K +$3.01K 2 0% Increased
2111
GWSA
Global Wealth Strategies & Associates
Colorado
$8.35K $0 1 0% Maintained
2112
AW
Avion Wealth
Texas
$8K +$1.03K 5 0% Increased
2113
AWM
Ameliora Wealth Management
Switzerland
$7.79K $0 1 0% Maintained
2114
PWMA
Pension & Wealth Management Advisors
Massachusetts
$7.74K $0 1 0.01% Maintained
2115
GAM
Gemmer Asset Management
California
$7K +$10.3K 1 0% New
2116
MAWCM
Mine & Arao Wealth Creation & Management
California
$6.54K $0 1 0% Maintained
2117
RCM
Raleigh Capital Management
North Carolina
$6.53K +$67 2 0% Increased
2118
LWA
Lowe Wealth Advisors
Maryland
$6.36K -$3K 1 0% Reduced
2119
BCM
Bourgeon Capital Management
Connecticut
$6K +$2.47K 2 0% Increased
2120
FGA
Fortis Group Advisors
New Jersey
$5.84K +$5.26K 1 0% New
2121
HI
Hoey Investments
Pennsylvania
$5.74K +$841 2 0% Increased
2122
VWA
VERITY Wealth Advisors
United States
$5.69K $0 1 0.01% Maintained
2123
RTL
Red Tortoise LLC
Georgia
$5.66K $0 2 0% Maintained
2124
CTWM
Cherry Tree Wealth Management
Minnesota
$4.27K $0 1 0% Maintained
2125
TCM
TD Capital Management
Tennessee
$4.26K $0 2 0% Maintained