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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
1251
LIC
Lodestar Investment Counsel
Illinois
$288K +$39.7K 1 0.04% Increased
1252
MMG
Monetary Management Group
Missouri
$288K +$61K 4 0.13% Increased
1253
WAS
WESPAC Advisors SoCal
California
$287K -$42K 1 0.19% Reduced
1254
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$287K +$292K 1 0.23% New
1255
RWA
River Wealth Advisors
Pennsylvania
$287K +$298K 1 0.15% New
1256
OFW
Omnia Family Wealth
Florida
$282K +$295K 5 0.14% New
1257
SRIM
Saratoga Research & Investment Management
California
$281K +$28.4K 1 0.03% Increased
1258
Simplicity Solutions
Simplicity Solutions
Minnesota
$281K +$107K 1 0.06% Increased
1259
HCA
Harbour Capital Advisors
Virginia
$279K -$148K 1 0.2% Reduced
1260
YWP
YorkBridge Wealth Partners
New York
$279K +$299K 4 0.16% New
1261
Sowell Financial Services
Sowell Financial Services
Arkansas
$277K +$256K 3 0.09% New
1262
RMAM
Raab & Moskowitz Asset Management
New Jersey
$275K +$90.7K 1 0.15% Increased
1263
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$275K -$37.9K 1 0.02% Reduced
1264
FA
FCG Advisors
New Jersey
$266K +$276K 1 0.12% New
1265
MBT
Montecito Bank & Trust
California
$266K +$278K 3 0.09% New
1266
HPCM
High Pointe Capital Management
Illinois
$265K -$296K 1 0.44% Reduced
1267
CC
Colrain Capital
Massachusetts
$264K +$56K 1 0.06% Increased
1268
GIM
Grassi Investment Management
California
$261K +$63.5K 1 0.05% Increased
1269
FWM
Frontier Wealth Management
Missouri
$260K $0 1 0.04% Maintained
1270
WKWM
Walter & Keenan Wealth Management
Indiana
$260K +$42.1K 1 0.14% Increased
1271
DCM
Dimension Capital Management
Florida
$258K +$274K 1 0.09% New
1272
AIM
Acrospire Investment Management
Illinois
$256K +$156K 3 0.11% Increased
1273
FRM
Fox Run Management
Connecticut
$253K -$451K 1 0.13% Reduced
1274
OAM
Oxford Asset Management
United Kingdom
$251K -$3.58M 1 0.01% Reduced
1275
AIM
Advantage Investment Management
Iowa
$249K +$11.5K 6 0.09% Increased