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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
976
Harbour Investments
Harbour Investments
Wisconsin
$709K -$61.4K 9 0.01% Reduced
977
MO
McMillan Office
Michigan
$706K $0 1 0.08% Maintained
978
IF
IRON Financial
Illinois
$701K -$3.1K 1 0.29% Reduced
979
NWWA
New Wave Wealth Advisors
Arkansas
$700K +$391K 2 0.19% Increased
980
RCM
Radnor Capital Management
Pennsylvania
$692K -$743 2 0.1% Reduced
981
CL
COWA LLC
Oklahoma
$688K +$21.6K 2 0.17% Increased
982
WG
Wellington Group
Indiana
$686K +$349K 1 0.18% Increased
983
RGC
Roberts, Glore & Co
Illinois
$683K +$82K 3 0.17% Increased
984
EPW
Elevated Private Wealth
Wisconsin
$683K +$730K 1 0.65% New
985
MPPW
Mitchell & Pahl Private Wealth
Oklahoma
$681K +$29.5K 1 0.25% Increased
986
CX Institutional
CX Institutional
Indiana
$676K +$270K 3 0.02% Increased
987
KWM
Kiker Wealth Management
Georgia
$672K +$22.4K 1 0.26% Increased
988
Greenleaf Trust
Greenleaf Trust
Michigan
$670K -$101K 2 0.01% Reduced
989
Citizens Financial Group
Citizens Financial Group
Rhode Island
$664K +$379K 2 0.01% Increased
990
S
SimplyRich
California
$659K +$405K 2 0.15% Increased
991
NG
Northstar Group
New York
$653K -$11.7K 1 0.08% Reduced
992
SB
Simmons Bank
Arkansas
$653K $0 1 0.04% Maintained
993
CPCM
Cardinal Point Capital Management
Ontario, Canada
$652K +$107K 2 0.04% Increased
994
JSC
J. Stern & Co
United Kingdom
$651K -$27.9K 1 0.06% Reduced
995
BCP
Berkeley Capital Partners
Georgia
$649K +$7.02K 1 0.13% Increased
996
FCG
Fielder Capital Group
Tennessee
$647K +$238K 3 0.14% Increased
997
GC
Guidance Capital
Kentucky
$645K -$46.5K 1 0.14% Reduced
998
MGWM
Marks Group Wealth Management
Minnesota
$642K +$613K 1 0.06% New
999
SGA
Strategic Global Advisors
California
$638K +$236K 1 0.09% Increased
1000
CAM
Councilmark Asset Management
Tennessee
$633K +$12.9K 1 0.34% Increased