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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
2201
FNBOSM
First National Bank of South Miami
Florida
$6K +$6.11K 1 0% New
2202
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions
Missouri
$6K +$6.88K 1 0% New
2203
G
Gainplan
Michigan
$6K +$6.95K 1 0% New
2204
GSIS
Global Strategic Investment Solutions
Arizona
$6K $0 1 0% Maintained
2205
KWA
Kellett Wealth Advisors
Ohio
$6K +$7.21K 1 0% New
2206
NW
Naviter Wealth
Arkansas
$6K +$6.55K 1 0% New
2207
OFG
Oxford Financial Group
Indiana
$6K $0 1 0% Maintained
2208
BA
Bivin & Associates
Oklahoma
$4K +$3.25K 2 0% New
2209
RDIA
RE Dickinson Investment Advisors
Iowa
$4K +$5.94K 1 0% New
2210
RDFA
Ritter Daniher Financial Advisory
Ohio
$4K +$4K 1 0% New
2211
ACM
Absolute Capital Management
Pennsylvania
$3.35K +$3.47K 2 0% New
2212
MP
McDonald Partners
Ohio
$3.35K -$4.06M 2 0% Reduced
2213
BC
Burleson & Co
California
$3K $0 2 0% Maintained
2214
CWM
Cranbrook Wealth Management
Michigan
$3K $0 1 0% Maintained
2215
EWM
Elmwood Wealth Management
California
$3K +$3.35K 2 0% New
2216
LWA
Lowe Wealth Advisors
Maryland
$3K $0 1 0% Maintained
2217
MWC
MBM Wealth Consultants
Missouri
$3K $0 2 0% Maintained
2218
MFT
Moisand Fitzgerald Tamayo
Florida
$3K $0 1 0% Maintained
2219
MFAM
Motley Fool Asset Management
Virginia
$3K +$3K 1 0% New
2220
OCM
Ovata Capital Management
Hong Kong
$3K $0 1 0% Maintained
2221
SC
Schubert & Co
Texas
$3K +$3.19K 4 0% New
2222
TJHA
Thomas J. Herzfeld Advisors
Florida
$3K $0 1 0% Maintained
2223
YAL
Your Advocates Ltd
Texas
$3K $0 1 0% Maintained
2224
ACK
Andrew C. Karlinski
$2K +$1.64K 1 0% New
2225
GWA
Gibson Wealth Advisors
Texas
$2K +$1.51K 1 0% New