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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
2251
GA
GoalVest Advisory
New York
$836 -$32.2K 1 0% Reduced
2252
RCM
Ravenstone Capital Management
$685 $0 1 0% Maintained
2253
WestEnd Advisors
WestEnd Advisors
North Carolina
$633 $0 3 0% Maintained
2254
BMC
Bear Mountain Capital
Washington
$619 +$734 2 0% Increased
2255
IHWM
Iron Horse Wealth Management
Iowa
$601 $0 1 0% Maintained
2256
FF
Friedenthal Financial
New Jersey
$559 +$616 1 0% New
2257
AWM
AllSquare Wealth Management
New York
$500 $0 1 0% Maintained
2258
KIG
Kessler Investment Group
Indiana
$480 $0 1 0% Maintained
2259
B
Birchbrook
Maine
$457 $0 1 0% Maintained
2260
RPA
Redwood Park Advisors
California
$442 +$475 1 0% New
2261
PA
Pineridge Advisors
Missouri
$429 $0 2 0% Maintained
2262
DCP
Distillate Capital Partners
Illinois
$401 +$408 1 0% New
2263
FS
Financially Speaking
Colorado
$335 +$339 1 0% New
2264
IAG
Innovative Advisory Group
Massachusetts
$300 +$302 1 0% New
2265
RAM
Riggs Asset Management
Pennsylvania
$299 $0 1 0% Maintained
2266
NWM
Nova Wealth Management
Florida
$254 +$254 1 0% New
2267
CTWM
Cherry Tree Wealth Management
Minnesota
$221 $0 1 0% Maintained
2268
NI
NCP Inc
California
$189 $0 1 0% Maintained
2269
PFSC
Peoples Financial Services Corp
Pennsylvania
$178 $0 1 0% Maintained
2270
MLA
MB, Levis & Associates
Pennsylvania
$120 $0 1 0% Maintained
2271
CAM
Creekmur Asset Management
Illinois
$115 -$98 1 0% Reduced
2272
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$115 -$565K 1 0% Reduced
2273
SHF
Safe Harbor Fiduciary
Florida
$115 $0 1 0% Maintained
2274
BWM
Bernard Wealth Management
Michigan
$111 +$117 1 0% New
2275
CJH
Christopher J. Hasenberg
Wisconsin
$110 $0 1 0% Maintained