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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
1051
ZBNA
Zions Bancorporation, National Association
Utah
$536K -$1.28K 8 0.03% Reduced
1052
OL
Optas LLC
Texas
$536K +$73.2K 2 0.08% Increased
1053
WEG
World Equity Group
Illinois
$536K +$512K 1 0.12% New
1054
IB
Intrust Bank
Kansas
$536K +$256K 2 0.04% Increased
1055
Avantax Planning Partners
Avantax Planning Partners
Iowa
$535K -$7.43K 1 0.01% Reduced
1056
IA
Icon Advisers
Colorado
$535K +$101K 1 0.1% Increased
1057
Procyon Advisors
Procyon Advisors
Connecticut
$534K -$60.4K 2 0.02% Reduced
1058
Simplicity Wealth
Simplicity Wealth
New Jersey
$534K +$578K 3 0.02% New
1059
FCA
FLC Capital Advisors
California
$530K -$286K 2 0.09% Reduced
1060
Kingswood Wealth Advisors
Kingswood Wealth Advisors
California
$529K +$4.01K 1 0.02% Increased
1061
Perpetual Ltd
Perpetual Ltd
Australia
$529K $0 1 0.01% Maintained
1062
Aquatic Capital Management
Aquatic Capital Management
Illinois
$528K -$14.7M 3 0.02% Reduced
1063
TWM
Tanager Wealth Management
United Kingdom
$523K -$479K 1 0.05% Reduced
1064
LA
LVW Advisors
New York
$523K +$174K 2 0.05% Increased
1065
Readystate Asset Management
Readystate Asset Management
Illinois
$523K +$560K 1 0.02% New
1066
AIM
Advyzon Investment Management
Illinois
$522K +$61.7K 1 0.04% Increased
1067
Krilogy Financial
Krilogy Financial
Missouri
$521K +$559K 1 0.02% New
1068
MIA
MMBG Investment Advisors
Florida
$520K $0 1 0.04% Maintained
1069
IC
Inscription Capital
Texas
$520K -$260K 2 0.05% Reduced
1070
KRSITF
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$518K -$12K 1 0.03% Reduced
1071
BA
Bridgewater Advisors
New York
$517K +$30.5K 2 0.03% Increased
1072
BBA
Baader Bank Aktiengesellschaft
Germany
$517K -$46.5K 2 0.04% Reduced
1073
SP
SmartHarvest Portfolios
Washington
$517K +$124K 2 0.17% Increased
1074
PCMC
Paragon Capital Management (Colorado)
Colorado
$517K +$80.7K 1 0.1% Increased
1075
CCM
Cinctive Capital Management
New York
$514K -$6.38M 1 0.02% Reduced