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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
1301
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$267K +$261K 1 0.07% New
1302
OCG
Opus Capital Group
Ohio
$265K $0 1 0.04% Maintained
1303
BC
Beaconlight Capital
New York
$264K -$3.15M 1 0.17% Reduced
1304
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$263K +$268K 1 0.03% New
1305
RTS
Round Table Services
New Jersey
$263K +$33.5K 1 0.09% Increased
1306
TW
Transform Wealth
Colorado
$261K $0 1 0.1% Maintained
1307
QSS
Quantitative Systematic Strategies
Florida
$260K -$339K 1 0.07% Reduced
1308
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$259K -$13.9M 1 0.03% Reduced
1309
CFA
Capstone Financial Advisors
Illinois
$257K $0 1 0.13% Maintained
1310
Sowell Financial Services
Sowell Financial Services
Arkansas
$257K -$36.8K 1 0.08% Reduced
1311
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$254K -$66K 1 0.07% Reduced
1312
CWM
Concentric Wealth Management
California
$254K $0 1 0.21% Maintained
1313
CPA
Court Place Advisors
Maryland
$254K +$10.8K 1 0.12% Increased
1314
PB
Pinnacle Bancorp
Nebraska
$253K +$249K 4 0.18% New
1315
HI
Hendershot Investments
Virginia
$252K $0 1 0.12% Maintained
1316
ZIG
Zuckerman Investment Group
Illinois
$246K $0 1 0.06% Maintained
1317
CAW
Cornerstone Advisors (Washington)
Washington
$245K +$56.7K 6 0.13% Increased
1318
SFSIG
San Francisco Sentry Investment Group
California
$245K $0 1 0.13% Maintained
1319
MI
Markston International
New York
$244K $0 1 0.02% Maintained
1320
SCM
SOL Capital Management
Maryland
$243K $0 1 0.07% Maintained
1321
FNT
First Nebraska Trust
Nebraska
$242K +$235K 1 0.05% New
1322
CCM
Cribstone Capital Management
Maine
$241K -$3.12K 1 0.13% Reduced
1323
HCP
Holt Capital Partners
Texas
$241K $0 1 0.08% Maintained
1324
LCP
Legacy Capital Partners
Wisconsin
$241K $0 1 0.14% Maintained
1325
Busey Bank
Busey Bank
Illinois
$239K $0 1 0.03% Maintained