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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
1201
FNT
First Nebraska Trust
Nebraska
$337K +$71.9K 1 0.03% Increased
1202
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
$336K +$338K 1 0.01% New
1203
AL
Arnhold LLC
New York
$334K $0 1 0.02% Maintained
1204
MC
Mirabaud & Cie
Switzerland
$332K $0 1 0.13% Maintained
1205
CI
Cherokee Insurance
Michigan
$328K $0 1 0.13% Maintained
1206
IMA
Investment Management Associates
Colorado
$328K +$329K 1 0.07% New
1207
OpenArc Corporate Advisory
OpenArc Corporate Advisory
Georgia
$326K +$207K 2 0% Increased
1208
OWCM
One Wealth Capital Management
Arizona
$325K +$348K 1 0.09% New
1209
MHR
Matthew Hamilton Rosenberg
$325K +$76K 4 0.06% Increased
1210
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$322K -$5.2K 1 0% Reduced
1211
CFO
CVA Family Office
Colorado
$320K -$43.7K 5 0.03% Reduced
1212
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$320K +$345K 4 0.01% New
1213
JTWM
Jackson Thornton Wealth Management
Alabama
$318K +$341K 1 0.03% New
1214
RA
Riversedge Advisors
Delaware
$318K +$267K 2 0.04% Increased
1215
SCM
Sirios Capital Management
Massachusetts
$317K -$2.46M 1 0.04% Reduced
1216
AGWCA
Annis Gardner Whiting Capital Advisors
Florida
$317K -$16.6K 1 0.05% Reduced
1217
MAM
Mystic Asset Management
Rhode Island
$315K -$418K 1 0.07% Reduced
1218
CH
Cromwell Holdings
Wyoming
$315K -$3.81K 5 0.14% Reduced
1219
LB
Legacy Bridge
Iowa
$311K $0 2 0.1% Maintained
1220
CHA
Cooper/Haims Advisors
New York
$309K -$44K 1 0.13% Reduced
1221
TCM
Tran Capital Management
California
$308K $0 1 0.04% Maintained
1222
Capital Investment Advisors
Capital Investment Advisors
Georgia
$308K -$27.3K 1 0% Reduced
1223
BCV
Banque Cantonale Vaudoise
Switzerland
$308K -$63.6K 1 0.04% Reduced
1224
GWA
Gratus Wealth Advisors
Virginia
$308K +$56.2K 1 0.04% Increased
1225
KIA
Knollwood Investment Advisory
Maryland
$306K -$1.24M 1 0.03% Reduced