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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
2176
TI
Truehand Inc
New Hampshire
$12K $0 1 0.01% Maintained
2177
DI
Disciplined Investments
Oklahoma
$11K -$503 2 0% Reduced
2178
SWM
Sugarloaf Wealth Management
Georgia
$11K $0 3 0% Maintained
2179
UAS
United Asset Strategies
New York
$11K $0 1 0% Maintained
2180
1IA
1834 Investment Advisors
Wisconsin
$10K $0 1 0% Maintained
2181
CFRPA
Castle Financial & Retirement Planning Associates
New Jersey
$10K +$10K 1 0.03% New
2182
IAG
Investmark Advisory Group
Connecticut
$10K +$16.1K 1 0.01% New
2183
HFS
Horizon Financial Services
North Carolina
$9.57K $0 2 0.01% Maintained
2184
AWM
Activest Wealth Management
Florida
$9K $0 4 0.01% Maintained
2185
AIM
Arcadia Investment Management
Michigan
$9K $0 1 0% Maintained
2186
APC
Aspire Private Capital
North Carolina
$9K $0 3 0% Maintained
2187
LPWM
Lake Point Wealth Management
Texas
$9K $0 3 0% Maintained
2188
PIA
Perennial Investment Advisors
California
$9K $0 1 0% Maintained
2189
SA
SRH Advisors
Kansas
$9K +$46 3 0.01% Increased
2190
AWM
AllSquare Wealth Management
New York
$8K $0 1 0% Maintained
2191
MWP
Meridian Wealth Partners
Pennsylvania
$8K $0 1 0% Maintained
2192
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$8K -$9.12K 1 0% Reduced
2193
WAM
WFA Asset Management
Wisconsin
$7.03K +$10.1K 1 0% New
2194
BA
Ballew Advisors
Mississippi
$7K +$327 1 0% Increased
2195
CWM
Cedar Wealth Management
California
$7K -$42.6K 1 0% Reduced
2196
GCM
Gables Capital Management
Florida
$7K +$10.1K 1 0% New
2197
SWM
Selective Wealth Management
Virginia
$7K +$71 1 0% Increased
2198
TS
Tamar Securities
California
$7K -$11.1K 1 0% Reduced
2199
TCWA
Ten Capital Wealth Advisors
Washington
$7K +$3.42K 2 0% Increased
2200
ADL
Asset Dedication LLC
California
$6K -$23K 2 0% Reduced