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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
1401
TJHA
Thomas J. Herzfeld Advisors
Florida
$29K -$19.8K 1 0.01% Reduced
1402
AIS
Accurate Investment Solutions
Pennsylvania
$26K +$25.5K 1 0.02% New
1403
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$25K $0 1 0.02% Maintained
1404
BCM
Blume Capital Management
California
$24K +$9.11K 2 0.02% Increased
1405
CAW
Cornerstone Advisors (Washington)
Washington
$24K -$7.39K 5 0.03% Reduced
1406
RAM
Riggs Asset Management
Pennsylvania
$23K $0 2 0.01% Maintained
1407
WC
Whitnell & Co
Illinois
$23K $0 4 0.01% Maintained
1408
MBT
Monroe Bank & Trust
Michigan
$22K $0 1 0.01% Maintained
1409
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$21K -$1.17K 4 0% Reduced
1410
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$20K $0 1 0.02% Maintained
1411
CFN
Cordasco Financial Network
Florida
$20K $0 1 0.02% Maintained
1412
AP
Atwood & Palmer
Missouri
$19K $0 1 0% Maintained
1413
PR
Payden & Rygel
California
$19K +$20.2K 2 0% New
1414
WOC
West Oak Capital
California
$18.8K $0 1 0.01% Maintained
1415
LSV Asset Management
LSV Asset Management
Illinois
$18K +$13.7K 1 0% New
1416
EDRE
Edmond de Rothschild (Europe)
Luxembourg
$17K +$16.5K 1 0.01% New
1417
JFA
JNBA Financial Advisors
Minnesota
$17K -$20K 2 0.01% Reduced
1418
PSI
Pinnacle Summer Investments
Virginia
$17K -$86.2K 2 0% Reduced
1419
TFO
Tarbox Family Office
California
$17K +$646 3 0.01% Increased
1420
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$14.8K -$941K 5 0% Reduced
1421
Avior Wealth Management
Avior Wealth Management
Nebraska
$14K +$13.8K 1 0.01% New
1422
BG
Bollard Group
Massachusetts
$14K +$121 1 0% Increased
1423
CWM
Catamount Wealth Management
Connecticut
$14K +$13.8K 1 0.01% New
1424
HDIM
Hanson & Doremus Investment Management
Vermont
$14K +$13.8K 1 0.01% New
1425
OFS
Orrstown Financial Services
Pennsylvania
$14K $0 1 0.02% Maintained