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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
1351
SC
Sawyer & Company
Massachusetts
$214K $0 2 0.07% Maintained
1352
Westwood Holdings Group
Westwood Holdings Group
Texas
$214K +$229K 1 0% New
1353
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$214K -$149 1 0% Reduced
1354
TCM
Tufton Capital Management
Maryland
$214K -$19.5K 1 0.04% Reduced
1355
CAC
Core Alternative Capital
Georgia
$213K -$30.3K 1 0.06% Reduced
1356
CWMA
Capstone Wealth Management (Alabama)
Alabama
$213K +$229K 1 0.1% New
1357
AFP
Ausdal Financial Partners
Iowa
$213K +$203K 1 0.01% New
1358
AWM
Angeles Wealth Management
California
$212K +$163K 1 0.01% Increased
1359
KC
Kinloch Capital
Virginia
$212K $0 1 0.08% Maintained
1360
SIG
Spinnaker Investment Group
California
$210K +$1.34K 1 0.03% Increased
1361
LFIA
Legacy Financial Independent Advisors
Kentucky
$210K -$2.5K 1 0.1% Reduced
1362
GCM
Genus Capital Management
British Columbia, Canada
$209K $0 1 0.02% Maintained
1363
PBK
Peoples Bank (Kansas)
Kansas
$209K +$1.35K 1 0.2% Increased
1364
VCP
Verus Capital Partners
Arizona
$208K -$6.25K 1 0.01% Reduced
1365
IFU
iSAM Funds (UK)
United Kingdom
$208K -$1.07M 1 0.15% Reduced
1366
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$208K -$36.3K 1 0% Reduced
1367
PWS
Proactive Wealth Strategies
Georgia
$208K +$1.83K 1 0.03% Increased
1368
ORG
Optimist Retirement Group
Washington
$207K +$208K 1 0.08% New
1369
ZIG
Zuckerman Investment Group
Illinois
$205K +$206K 1 0.02% New
1370
CRIG
Charter Research & Investment Group
Connecticut
$205K $0 1 0.12% Maintained
1371
SIM
Studio Investment Management
Illinois
$202K +$2.68K 1 0.03% Increased
1372
MAM
Meeder Asset Management
Ohio
$202K +$28.6K 2 0.01% Increased
1373
IWA
Icon Wealth Advisors
Texas
$201K +$192K 1 0.01% New
1374
MA
MONECO Advisors
Connecticut
$201K -$5.95K 1 0.01% Reduced
1375
GA
GSG Advisors
New Jersey
$201K +$203K 1 0.04% New