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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
1151
C
Certuity
Florida
$391K -$299K 1 0.02% Reduced
1152
SWA
SFMG Wealth Advisors
Texas
$391K $0 1 0.02% Maintained
1153
EFS
Essex Financial Services
Connecticut
$389K -$30.5K 1 0.02% Reduced
1154
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$388K $0 4 0.01% Maintained
1155
BTWM
Baker Tilly Wealth Management
Wisconsin
$383K -$250K 1 0.08% Reduced
1156
LFA
Legacy Financial Advisors
Kentucky
$381K -$26.3K 1 0.05% Reduced
1157
CA
Corecam AG
$381K +$116K 1 0.33% Increased
1158
RCA
Resonant Capital Advisors
Wisconsin
$380K +$38.8K 1 0.02% Increased
1159
GIC
Generali Investments CEE
Czech Republic
$379K -$361K 1 0.02% Reduced
1160
DV Trading
DV Trading
Illinois
$378K +$361K 1 0.01% New
1161
SWA
Stratos Wealth Advisors
Ohio
$377K -$45.6K 1 0.02% Reduced
1162
PCM
Permanent Capital Management
Illinois
$374K $0 1 0.05% Maintained
1163
BWP
BSW Wealth Partners
Colorado
$374K +$217K 2 0.04% Increased
1164
FHC
First Horizon Corporation
Tennessee
$371K -$309K 8 0.01% Reduced
1165
MFG
Magnus Financial Group
New York
$370K +$148K 2 0.03% Increased
1166
DIS
Diversified Investment Strategies
Louisiana
$369K $0 1 0.24% Maintained
1167
AIM
Anchor Investment Management
South Carolina
$368K -$180K 4 0.03% Reduced
1168
KCPG
Kavar Capital Partners Group
Kansas
$366K -$349K 1 0.05% Reduced
1169
FWA
FSM Wealth Advisors
Ohio
$366K +$7.94K 2 0.04% Increased
1170
CANC
Culbertson A N & Co
Virginia
$364K +$49.1K 1 0.04% Increased
1171
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$361K -$147K 1 0.02% Reduced
1172
PWM
Prentice Wealth Management
New York
$359K +$4.76K 1 0.07% Increased
1173
SIM
SummerHaven Investment Management
Connecticut
$359K $0 1 0.19% Maintained
1174
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$358K $0 1 0% Maintained
1175
ALAM
Asahi Life Asset Management
Japan
$357K +$381K 1 0.2% New