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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
2151
RG
Retirement Group
California
$20K +$8.45K 4 0.01% Increased
2152
WWM
Wolff Wiese Magana
California
$20K -$54.2K 4 0.01% Reduced
2153
AW
Avion Wealth
Texas
$18K $0 1 0.01% Maintained
2154
CAM
Costello Asset Management
Pennsylvania
$18K -$11.6K 1 0.01% Reduced
2155
FFWM
Future Financial Wealth Management
Ohio
$18K +$18.9K 2 0.01% New
2156
GW&K Investment Management
GW&K Investment Management
Massachusetts
$18K -$2.45K 1 0% Reduced
2157
HI
Hoey Investments
Pennsylvania
$18K -$59.1K 2 0% Reduced
2158
MCM
MV Capital Management
Maryland
$18K +$7.47K 3 0% Increased
2159
BA
Bellwether Advisors
Nebraska
$17K -$553K 2 0.01% Reduced
2160
WFS
Widmann Financial Services
Maryland
$17K +$19.4K 5 0.01% New
2161
CIA
Cascade Investment Advisors
Oregon
$16.5K -$6.96K 1 0.01% Reduced
2162
MG
MilWealth Group
Wisconsin
$14.6K $0 1 0.01% Maintained
2163
JRFS
James Reed Financial Services
Ohio
$14K +$13.3K 1 0.01% New
2164
LFA
Level Financial Advisors
New York
$14K +$13.6K 2 0.01% New
2165
SFA
Semmax Financial Advisors
North Carolina
$14K $0 1 0.01% Maintained
2166
ST
Sphinx Trading
Illinois
$14K -$906 1 0.01% Reduced
2167
TDC
Thompson Davis & Co
Virginia
$14K +$15.7K 1 0.01% New
2168
WAS
Winch Advisory Services
Wisconsin
$14K -$582 2 0% Reduced
2169
MTWM
Masso Torrence Wealth Management
New Jersey
$13K +$11.4K 1 0.01% New
2170
PPW
Pasadena Private Wealth
California
$13K +$4.72K 1 0% Increased
2171
RI
Rinkey Investments
California
$13K +$19.4K 2 0.01% New
2172
TCM
TD Capital Management
Tennessee
$13K $0 3 0% Maintained
2173
TF
TimeScale Financial
Massachusetts
$13K $0 2 0% Maintained
2174
DTIM
Danda Trouve Investment Management
Kansas
$12K $0 1 0.01% Maintained
2175
KWM
Kolinsky Wealth Management
New Jersey
$12K +$13.1K 1 0.01% New