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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
MAFA
MJT & Associates Financial Advisory
Minnesota
$308 +$274 1 0% New
2102
MIM
Marshall Investment Management
Colorado
$304 +$288 1 0% New
2103
AWM
AllSquare Wealth Management
New York
$247 $0 1 0% Maintained
2104
IAG
Innovative Advisory Group
Massachusetts
$239 $0 1 0% Maintained
2105
B
Birchbrook
Maine
$226 $0 1 0% Maintained
2106
NWM
Nova Wealth Management
Florida
$210 $0 1 0% Maintained
2107
ACA
American Capital Advisory
Idaho
$186 +$182 1 0% New
2108
GA
GoalVest Advisory
New York
$183 -$663 1 0% Reduced
2109
PFSC
Peoples Financial Services Corp
Pennsylvania
$140 $0 1 0% Maintained
2110
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$122 $0 1 0% Maintained
2111
SHF
Safe Harbor Fiduciary
Florida
$122 $0 1 0% Maintained
2112
NI
NCP Inc
California
$93 $0 1 0% Maintained
2113
PW
Pandora Wealth
Illinois
$82 +$105 2 0% New
2114
MLA
MB, Levis & Associates
Pennsylvania
$59 $0 1 0% Maintained
2115
CJH
Christopher J. Hasenberg
Wisconsin
$54 $0 1 0% Maintained
2116
OW
Olistico Wealth
Oklahoma
$17 $0 1 0% Maintained
2117
VWA
Valued Wealth Advisors
Utah
$13 -$1.7K 0 – Closed
2118
ICM
Islay Capital Management
Texas
$10 $0 1 0% Maintained
2119
2
2Xideas
Switzerland
$0 -$4.66M 0 – Closed
2120
4A
4Wealth Advisors
Illinois
$0 -$521K 0 – Closed
2121
AFA
AA Financial Advisors
Ohio
$0 -$208K 0 – Closed
2122
ABLA
Alan B. Lancz & Associates
Ohio
$0 -$324K 0 – Closed
2123
AMBIA
Allen Mooney & Barnes Investment Advisors
Georgia
$0 -$5.83M 0 – Closed
2124
AWAP
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$0 -$210K 0 – Closed
2125
ACM
Alpha Capital Management
Texas
$0 -$3.96M 0 – Closed
83 84
85
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