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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
AW
Avion Wealth
Texas
$12K +$1.13K 5 0% Increased
2177
EA
Evolution Advisers
Virginia
$12K +$12K 1 0.01% New
2178
KWAG
Kiely Wealth Advisory Group
North Carolina
$11.9K +$12.1K 1 0.01% New
2179
CJ
Caitlin John
Michigan
$11.8K +$11.5K 2 0.01% New
2180
RL
Rogco LP
Oklahoma
$11.3K $0 1 0% Maintained
2181
SC
Shay Capital
New York
$11.3K +$12.8K 1 0% New
2182
VWA
Valued Wealth Advisors
Utah
$11.2K +$10.9K 1 0.01% New
2183
EC
EdgeRock Capital
Colorado
$10.5K +$10.2K 2 0.01% New
2184
LFA
Legend Financial Advisors
Pennsylvania
$10.4K $0 1 0.01% Maintained
2185
FGA
Fortis Group Advisors
New Jersey
$10.4K +$5.26K 1 0% Increased
2186
LFA
Level Financial Advisors
New York
$9.99K $0 1 0% Maintained
2187
NBT
Northwest Bank & Trust
Iowa
$9.61K +$9.74K 1 0.01% New
2188
TLA
Tanglewood Legacy Advisors
Texas
$9.51K $0 1 0.01% Maintained
2189
VL
Vima LLC
Michigan
$9.42K +$9.4K 3 0.02% New
2190
Close Asset Management
Close Asset Management
United Kingdom
$9K $0 1 0% Maintained
2191
PIM
Plato Investment Management
Australia
$8.74K +$8.62K 2 0.01% New
2192
EWP
Elevation Wealth Partners
California
$8.65K $0 3 0.01% Maintained
2193
RS
Rakuten Securities
Japan
$8.61K +$8.57K 4 0.01% New
2194
CB
Centennial Bank
Arkansas
$8.46K $0 1 0.01% Maintained
2195
RCG
Rock Creek Group
District of Columbia
$8.43K -$101K 1 0% Reduced
2196
Harvest Fund Management
Harvest Fund Management
China
$8K -$11.5K 1 0% Reduced
2197
FCT
First Community Trust
Iowa
$7.98K -$476 1 0.01% Reduced
2198
DF
Dunhill Financial
United Kingdom
$7.63K +$7.21K 4 0.01% New
2199
GIM
Gold Investment Management
Alberta, Canada
$7.47K +$7.53K 2 0% New
2200
AWM
Ameliora Wealth Management
Switzerland
$6.91K $0 1 0% Maintained