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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
AI
AXS Investments
New York
$25.7K +$26.6K 1 0.01% New
2127
FSWA
Financial Synergies Wealth Advisors
Texas
$25.7K +$15.6K 4 0% Increased
2128
CCMI
Creative Capital Management Investments
California
$25K +$24.7K 1 0.02% New
2129
Harvest Fund Management
Harvest Fund Management
China
$25K +$16.3K 2 0.01% Increased
2130
EE
EWG Elevate
California
$24.1K +$25.9K 4 0.01% New
2131
SJIM
St. Johns Investment Management
Florida
$23.2K $0 1 0.01% Maintained
2132
ONST
Old North State Trust
North Carolina
$23K $0 2 0.02% Maintained
2133
MWA
Moser Wealth Advisors
Washington
$22.5K $0 1 0.02% Maintained
2134
CIM
Cowen Investment Management
New York
$21.5K +$24.5K 1 0% New
2135
TLCM
Twin Lakes Capital Management
California
$21.5K +$351 1 0.02% Increased
2136
WBC
West Branch Capital
Massachusetts
$21.3K -$1K 2 0.01% Reduced
2137
LAM
Lakewood Asset Management
Illinois
$20K +$20.8K 1 0.02% New
2138
SA
SRH Advisors
Kansas
$20K +$2.73K 4 0.01% Increased
2139
CDIA
Capital Directions Investment Advisors
Georgia
$18.5K +$19.1K 1 0.01% New
2140
WWP
WR Wealth Planners
Missouri
$18.5K $0 3 0.01% Maintained
2141
DMC
Deer Management Company
New York
$18K $0 1 0% Maintained
2142
Y.D. More Investments
Y.D. More Investments
Israel
$17.9K +$17.5K 1 0% New
2143
MA
Macellum Advisors
New York
$17.9K +$16.8K 1 0.01% New
2144
SGC
Slocum, Gordon & Co
Rhode Island
$17.8K +$17.5K 1 0.01% New
2145
DWP
Destiny Wealth Partners
Florida
$17.7K $0 2 0% Maintained
2146
DIP
DT Investment Partners
Pennsylvania
$17.6K $0 1 0% Maintained
2147
CWA
Carolina Wealth Advisors
South Carolina
$17K +$2.06K 2 0.01% Increased
2148
FA
Fiduciary Alliance
South Carolina
$16.8K +$17.5K 4 0% New
2149
IWP
IAG Wealth Partners
Wisconsin
$16.5K $0 2 0% Maintained
2150
CPG
Cornerstone Planning Group
New Jersey
$15.9K +$15.2K 2 0.01% New