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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
1226
CBT
Central Bank & Trust
Kentucky
$235K -$27.1K 3 0.08% Reduced
1227
BAM
Berkshire Asset Management
Pennsylvania
$234K $0 1 0.04% Maintained
1228
MSU
Maple Securities USA
New Jersey
$233K -$121K 1 0.02% Reduced
1229
PFBT
Parkside Financial Bank & Trust
Missouri
$233K +$4.26K 1 0.12% Increased
1230
WKWM
Walter & Keenan Wealth Management
Indiana
$233K +$242K 1 0.13% New
1231
SCM
SOL Capital Management
Maryland
$232K -$28.8K 1 0.09% Reduced
1232
LCM
Logan Capital Management
Pennsylvania
$231K $0 1 0.02% Maintained
1233
FHC
First Heartland Consultants
Missouri
$230K +$3.45K 1 0.09% Increased
1234
CONA
Capital One National Association
New York
$229K -$7.01K 1 0.02% Reduced
1235
TWI
Thomas White International
Illinois
$228K +$4.9K 1 0.03% Increased
1236
JWBC
J.W. Burns & Co
New York
$227K -$23.8K 1 0.07% Reduced
1237
MIC
MU Investments Company
Japan
$227K +$246K 1 0.11% New
1238
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$227K +$44.3K 1 0.09% Increased
1239
CIM
CIM Investment Management
Pennsylvania
$224K +$243K 1 0.1% New
1240
PIC
Portland Investment Counsel
Ontario, Canada
$224K +$23K 1 0.33% Increased
1241
SignatureFD
SignatureFD
Georgia
$224K +$3.62K 4 0.05% Increased
1242
LW
Linscomb Wealth
Texas
$222K -$4.83K 1 0.02% Reduced
1243
IFB
iAB Financial Bank
Indiana
$221K +$230K 1 0.15% New
1244
SSG
Summit Securities Group
New York
$221K -$78.9K 1 0.17% Reduced
1245
VFAM
Valley Forge Asset Management
Pennsylvania
$221K -$22.5K 1 0.03% Reduced
1246
BDF
Balasa Dinverno & Foltz
$216K $0 1 0.03% Maintained
1247
Balentine LLC
Balentine LLC
Georgia
$216K +$219K 2 0.04% New
1248
TCM
Traynor Capital Management
Pennsylvania
$214K +$208K 1 0.21% New
1249
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$212K -$87.6K 1 0.1% Reduced
1250
TC
TFS Capital
Pennsylvania
$212K -$608K 1 0.02% Reduced