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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
751
SOW
State of Wyoming
Wyoming
$1.49M +$31.5K 4 0.15% Increased
752
OP
Oldfield Partners
United Kingdom
$1.49M $0 2 0.36% Maintained
753
EI
Ellevest Inc
New York
$1.48M -$21.2K 3 0.18% Reduced
754
Mission Wealth Management
Mission Wealth Management
California
$1.48M +$795K 3 0.02% Increased
755
Penserra Capital Management
Penserra Capital Management
California
$1.48M +$1.58M 2 0.01% Increased
756
FRA
Frank Rimerman Advisors
California
$1.48M -$303K 3 0.08% Reduced
757
OQS
Occudo Quantitative Strategies
Florida
$1.48M +$1.13M 2 0.08% Increased
758
CT
Chicago Trust
Illinois
$1.47M -$735K 3 0.21% Reduced
759
FA
Fiduciary Alliance
South Carolina
$1.47M +$690K 1 0.1% Increased
760
EFG International
EFG International
$1.47M -$41.7K 3 0.03% Reduced
761
GGA
Granite Group Advisors
Connecticut
$1.46M +$568K 1 0.86% Increased
762
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$1.45M -$29.1K 6 0.02% Reduced
763
VWM
Venturi Wealth Management
Texas
$1.45M +$291K 2 0.06% Increased
764
NG
Norden Group
Utah
$1.44M +$226K 3 0.12% Increased
765
PBC
Pavion Blue Capital
California
$1.44M +$15K 1 0.58% Increased
766
AIM
Aigen Investment Management
New York
$1.43M -$237K 4 0.39% Reduced
767
SMI
Shelter Mutual Insurance
Missouri
$1.43M $0 1 0.3% Maintained
768
CAM
Claret Asset Management
Quebec, Canada
$1.43M -$48.7K 2 0.15% Reduced
769
HC
Hendley & Co
Ohio
$1.42M +$576K 1 0.5% Increased
770
MGO One Seven
MGO One Seven
Ohio
$1.42M -$127K 5 0.02% Reduced
771
IFP Advisors
IFP Advisors
Florida
$1.42M +$32.4K 11 0.03% Increased
772
Pure Financial Advisors
Pure Financial Advisors
California
$1.41M +$686K 2 0.02% Increased
773
Pine Valley Investments
Pine Valley Investments
New Jersey
$1.4M -$11.7M 2 0.06% Reduced
774
Sowell Financial Services
Sowell Financial Services
Arkansas
$1.39M +$109K 2 0.05% Increased
775
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$1.39M -$3.61M 4 0.02% Reduced