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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
DI
DAGCO Inc
Ohio
$15.2K +$16.7K 1 0.01% New
2202
WBC
West Branch Capital
Massachusetts
$15.2K $0 1 0.01% Maintained
2203
AW
Avion Wealth
Texas
$15K +$12 4 0% Increased
2204
KA
Kozak & Associates
Colorado
$15K -$334 2 0% Reduced
2205
FSWA
Financial Synergies Wealth Advisors
Texas
$14.8K -$8.27K 4 0% Reduced
2206
RTL
Red Tortoise LLC
Georgia
$14.3K +$8.63K 3 0.01% Increased
2207
NA
Nordwand Advisors
Pennsylvania
$14.1K $0 1 0.01% Maintained
2208
HWP
Highline Wealth Partners
California
$14K -$54K 2 0.01% Reduced
2209
CWM
Cedar Wealth Management
California
$14K +$11.2K 3 0% Increased
2210
CAM
Costello Asset Management
Pennsylvania
$13.7K $0 1 0.01% Maintained
2211
PBK
Peoples Bank (Kansas)
Kansas
$13.6K -$781 1 0.01% Reduced
2212
BIM
Breakwater Investment Management
Washington
$13.6K +$12.7K 1 0.01% New
2213
IPW
Impact Partnership Wealth
Georgia
$13.2K -$1.95K 3 0.01% Reduced
2214
PCWA
Pacific Capital Wealth Advisors
California
$13.1K +$9.51K 3 0% Increased
2215
KWAG
Kiely Wealth Advisory Group
North Carolina
$13K +$1.58K 2 0.01% Increased
2216
Provida Pension Fund Administrator
Provida Pension Fund Administrator
Chile
$12.7K $0 1 0% Maintained
2217
OA
Operose Advisors
Wisconsin
$12.3K $0 2 0% Maintained
2218
KLWA
Kelly Lawrence W & Associates
California
$12.2K -$41.1K 1 0% Reduced
2219
LFA
Legend Financial Advisors
Pennsylvania
$11.7K $0 1 0.01% Maintained
2220
MSWM
Mowery & Schoenfeld Wealth Management
Illinois
$11.4K $0 2 0.02% Maintained
2221
IWP
IAG Wealth Partners
Wisconsin
$11.3K -$4.39K 2 0% Reduced
2222
VL
Vima LLC
Michigan
$10.7K $0 3 0.01% Maintained
2223
RL
Rogco LP
Oklahoma
$10.6K $0 1 0% Maintained
2224
SIC
SJS Investment Consulting
Ohio
$10.4K -$18.2K 7 0% Reduced
2225
FCMT
Founders Capital Management (Texas)
Texas
$10.2K -$6.46K 1 0.01% Reduced