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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
2226
FWA
Freedom Wealth Alliance
Wisconsin
$807 +$1.05K 1 0% New
2227
MIM
Macroview Investment Management
Maryland
$699 $0 1 0% Maintained
2228
WestEnd Advisors
WestEnd Advisors
North Carolina
$698 $0 3 0% Maintained
2229
KHC
Koesten Hirschmann & Crabtree
Kansas
$567 +$564 1 0% New
2230
SL
Savior LLC
Massachusetts
$538 $0 1 0% Maintained
2231
BA
Bellwether Advisors
Nebraska
$534 -$3.11M 1 0% Reduced
2232
BCA
Bray Capital Advisors
Florida
$511 $0 1 0% Maintained
2233
PA
PSI Advisors
Florida
$369 -$8K 1 0% Reduced
2234
MLA
MB, Levis & Associates
Pennsylvania
$242 +$315 1 0% New
2235
PFSC
Peoples Financial Services Corp
Pennsylvania
$208 $0 1 0% Maintained
2236
FFL
Financial Freedom LLC
Ohio
$150 +$171 1 0% New
2237
TWP
TFO Wealth Partners
Ohio
$145 +$112 1 0% New
2238
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$137 -$2.51M 1 0% Reduced
2239
AWMT
AAFMAA Wealth Management & Trust
North Carolina
$0 -$813K 0 – Closed
2240
AGA
Accuvest Global Advisors
Utah
$0 -$212K 0 – Closed
2241
ACM
AlphaCrest Capital Management
New York
$0 -$3.2M 0 – Closed
2242
AMI
Amica Mutual Insurance
Rhode Island
$0 -$1.75M 0 – Closed
2243
ARMT
Amica Retiree Medical Trust
Rhode Island
$0 -$210K 0 – Closed
2244
AWA
Amplius Wealth Advisors
Pennsylvania
$0 -$292K 0 – Closed
2245
AFM
Andesa Financial Management
Pennsylvania
$0 -$223K 0 – Closed
2246
AC
Aristides Capital
Kentucky
$0 -$1.18M 0 – Closed
2247
AIA
Arrow Investment Advisors
Maryland
$0 -$445K 0 – Closed
2248
Artemis Investment Management
Artemis Investment Management
United Kingdom
$0 -$48.5M 0 – Closed
2249
AIM
Aspen Investment Management
Michigan
$0 -$431K 0 – Closed
2250
AMC
Asset Management Corp
Illinois
$0 -$72K 0 – Closed