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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
2126
PIA
Perennial Investment Advisors
California
$12K +$221 1 0% Increased
2127
SFA
Semmax Financial Advisors
North Carolina
$11K $0 1 0% Maintained
2128
SWM
Sugarloaf Wealth Management
Georgia
$11K $0 3 0% Maintained
2129
TF
TimeScale Financial
Massachusetts
$11K $0 2 0% Maintained
2130
DTIM
Danda Trouve Investment Management
Kansas
$10K $0 1 0.01% Maintained
2131
MWP
Meridian Wealth Partners
Pennsylvania
$10K $0 1 0% Maintained
2132
SA
SRH Advisors
Kansas
$10K $0 3 0.01% Maintained
2133
WAM
WFA Asset Management
Wisconsin
$9.16K +$1.31K 2 0.01% Increased
2134
CP
Castleview Partners
Texas
$9K +$9.42K 2 0.01% New
2135
AWM
AllSquare Wealth Management
New York
$8K $0 1 0% Maintained
2136
AIM
Arcadia Investment Management
Michigan
$8K $0 1 0% Maintained
2137
APC
Aspire Private Capital
North Carolina
$8K -$693 3 0% Reduced
2138
FWP
Firethorn Wealth Partners
Georgia
$8K -$239K 1 0.01% Reduced
2139
LPWM
Lake Point Wealth Management
Texas
$8K $0 3 0% Maintained
2140
ML
McAdam LLC
Pennsylvania
$8K +$6.21K 1 0% New
2141
AWM
Activest Wealth Management
Florida
$7K $0 4 0% Maintained
2142
ARC
Advisor Resource Council
Texas
$7K -$466K 1 0% Reduced
2143
ADL
Asset Dedication LLC
California
$7K $0 2 0% Maintained
2144
BA
Ballew Advisors
Mississippi
$7K $0 1 0.01% Maintained
2145
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions
Missouri
$7K +$277 1 0% Increased
2146
NW
Naviter Wealth
Arkansas
$7K $0 1 0% Maintained
2147
NL
NVWM LLC
Pennsylvania
$7K +$7.38K 2 0% New
2148
OCM
Ovata Capital Management
Hong Kong
$7K +$3.07K 2 0% Increased
2149
OFG
Oxford Financial Group
Indiana
$7K $0 1 0% Maintained
2150
RCM
Raleigh Capital Management
North Carolina
$7K +$5.87K 2 0% Increased