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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
1326
TF
TLWM Financial
Texas
$527K -$9.37K 1 0.3% Reduced
1327
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$526K $0 1 0.22% Maintained
1328
NAM
NTV Asset Management
West Virginia
$526K +$84K 1 0.15% Increased
1329
TCM
Twin Capital Management
Pennsylvania
$525K -$4.2M 1 0.04% Reduced
1330
BAC
Boys Arnold & Co
North Carolina
$523K -$28.1K 1 0.08% Reduced
1331
NFG
Nations Financial Group
Iowa
$523K $0 1 0.35% Maintained
1332
Brighton Jones LLC
Brighton Jones LLC
Washington
$520K -$259K 2 0.06% Reduced
1333
CBT
Central Bank & Trust
Kentucky
$520K -$2.95M 2 0.12% Reduced
1334
Gofen & Glossberg
Gofen & Glossberg
Illinois
$520K -$9.59K 2 0.02% Reduced
1335
PTC
Provident Trust Company
Wisconsin
$520K $0 1 0.02% Maintained
1336
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$519K -$8.88K 1 0.1% Reduced
1337
RTC
Riverview Trust Company
Washington
$518K -$25.7K 1 0.36% Reduced
1338
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$517K $0 1 0.05% Maintained
1339
SA
SL Advisors
New Jersey
$512K $0 1 0.89% Maintained
1340
LC
Lindbrook Capital
California
$511K +$2.52K 8 0.2% Increased
1341
BUB
BBVA USA Bancshares
Texas
$509K -$494K 1 0.03% Reduced
1342
WIM
Westside Investment Management
California
$508K +$500K 4 0.18% New
1343
SMFS
Squar Milner Financial Services
California
$506K +$141K 5 0.34% Increased
1344
PBT
Pictet Bank & Trust
Bahamas
$505K +$214K 1 0.22% Increased
1345
WI
Wintrust Investments
Illinois
$503K -$54.5K 1 0.08% Reduced
1346
BA
Bard Associates
Illinois
$501K $0 1 0.25% Maintained
1347
IWA
Intercontinental Wealth Advisors
Texas
$501K -$119K 2 0.26% Reduced
1348
Avantax Planning Partners
Avantax Planning Partners
Iowa
$500K -$195 1 0.03% Reduced
1349
XSC
X-Square Capital
Puerto Rico
$498K +$78.7K 1 0.32% Increased
1350
ACM
Alethea Capital Management
Washington
$495K +$11.7K 1 0.32% Increased