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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
RFG
REAP Financial Group
Texas
$2.08K -$1K 1 0% Reduced
2202
PP
PrairieView Partners
Minnesota
$2K +$86 2 0% Increased
2203
TJHA
Thomas J. Herzfeld Advisors
Florida
$1.89K +$2.07K 1 0% New
2204
GIS
Grayhawk Investment Strategies
Alberta, Canada
$1.89K $0 1 0.01% Maintained
2205
MWA
MFA Wealth Advisors
Pennsylvania
$1.54K +$1.54K 1 0% New
2206
Aquatic Capital Management
Aquatic Capital Management
Illinois
$1.42K -$2.15M 1 0% Reduced
2207
AlTi Global
AlTi Global
New York
$1.39K $0 1 0% Maintained
2208
VWA
VERITY Wealth Advisors
United States
$1.39K $0 1 0% Maintained
2209
AP
Atwood & Palmer
Missouri
$1.29K $0 1 0% Maintained
2210
SWP
SIMA Wealth Partners
Virginia
$1.29K +$1.29K 1 0% New
2211
CIAS
CBIZ Investment Advisory Services
Ohio
$1.19K $0 1 0% Maintained
2212
SNB
Security National Bank
Nebraska
$1.09K $0 1 0% Maintained
2213
PA
PSI Advisors
Florida
$1.08K $0 2 0% Maintained
2214
FIA
FNY Investment Advisers
New York
$1K -$7.64K 2 0% Reduced
2215
TFA
Transamerica Financial Advisors
Florida
$1K $0 1 0% Maintained
2216
RDIA
RE Dickinson Investment Advisors
Iowa
$973 $0 1 0% Maintained
2217
DWA
Delos Wealth Advisors
Texas
$865 $0 1 0% Maintained
2218
B
Birchbrook
Maine
$819 $0 1 0% Maintained
2219
KHC
Koesten Hirschmann & Crabtree
Kansas
$740 $0 1 0% Maintained
2220
RCM
Ravenstone Capital Management
$728 $0 1 0% Maintained
2221
IHWM
Iron Horse Wealth Management
Iowa
$698 $0 1 0% Maintained
2222
SRCM
Signature Resources Capital Management
California
$638 $0 2 0% Maintained
2223
AWM
AllSquare Wealth Management
New York
$624 -$1.36K 1 0% Reduced
2224
PA
Pineridge Advisors
Missouri
$481 $0 2 0% Maintained
2225
PLU
Performa Ltd (US)
South Carolina
$457 +$538 1 0% New