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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
2301
CPA
Clear Point Advisors
New York
$494 $0 1 0% Maintained
2302
NMM
Naples Money Management
Florida
$494 -$112K 1 0% Reduced
2303
SWM
Sanctuary Wealth Management
Idaho
$494 $0 1 0% Maintained
2304
RAM
Riggs Asset Management
Pennsylvania
$365 $0 1 0% Maintained
2305
NI
NCP Inc
California
$351 +$270 1 0% New
2306
CTWM
Cherry Tree Wealth Management
Minnesota
$272 $0 1 0% Maintained
2307
MLA
MB, Levis & Associates
Pennsylvania
$222 $0 1 0% Maintained
2308
PFSC
Peoples Financial Services Corp
Pennsylvania
$200 $0 1 0% Maintained
2309
SFA
Semmax Financial Advisors
North Carolina
$159 +$177 1 0% New
2310
BMC
Bear Mountain Capital
Washington
$71 $0 1 0% Maintained
2311
VAMG
Voisard Asset Management Group
Michigan
$38 -$48.3K 1 0% Reduced
2312
ICM
Islay Capital Management
Texas
$37 $0 1 0% Maintained
2313
3IP
3Chopt Investment Partners
Virginia
$0 -$363K 0 – Closed
2314
AWM
Able Wealth Management
New Jersey
$0 -$2.3K 0 – Closed
2315
ADEF
ABS Direct Equity Fund
Connecticut
$0 -$1.23M 0 – Closed
2316
ARC
Advisor Resource Council
Texas
$0 -$458K 0 – Closed
2317
AR
Advisory Research
Illinois
$0 -$659K 0 – Closed
2318
A
AJOVista
Massachusetts
$0 -$350K 0 – Closed
2319
Americana Partners
Americana Partners
Texas
$0 -$477K 0 – Closed
2320
AT
American Trust
Kentucky
$0 -$255K 0 – Closed
2321
ACMA
Arbor Capital Management (Alaska)
Alaska
$0 -$886K 0 – Closed
2322
AWA
Arete Wealth Advisors
Illinois
$0 -$371K 0 – Closed
2323
AC
Aristides Capital
Kentucky
$0 -$267K 0 – Closed
2324
AWM
Austin Wealth Management
Texas
$0 -$96K 0 – Closed
2325
AWM
Avaii Wealth Management
Wisconsin
$0 -$123K 0 – Closed