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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
1426
MCM
Monarch Capital Management
Indiana
$277K -$2.81K 1 0.1% Reduced
1427
CPA
Clear Perspective Advisors
Illinois
$274K $0 2 0.21% Maintained
1428
WAS
WESPAC Advisors SoCal
California
$273K $0 1 0.16% Maintained
1429
AFP
Ausdal Financial Partners
Iowa
$272K +$257K 1 0.1% New
1430
Grimes & Company
Grimes & Company
Massachusetts
$270K -$6.2K 1 0.03% Reduced
1431
MFW
Mosaic Family Wealth
Missouri
$269K -$9.33K 3 0.1% Reduced
1432
IHT Wealth Management
IHT Wealth Management
Illinois
$268K +$77.6K 6 0.07% Increased
1433
KCM
Kanawha Capital Management
Virginia
$268K $0 1 0.04% Maintained
1434
MFG
Monte Financial Group
Connecticut
$268K +$282K 1 0.27% New
1435
NQWM
Northwest Quadrant Wealth Management
Oregon
$267K -$8.82K 1 0.18% Reduced
1436
DCM
Delpha Capital Management
New York
$266K +$270K 4 0.29% New
1437
II
Ibex Investors
Colorado
$264K +$239K 1 0.15% New
1438
C
Cerebellum
California
$263K +$254K 2 0.19% New
1439
NSIM
North Star Investment Management
Illinois
$263K +$32.9K 3 0.03% Increased
1440
TFS
TrustCore Financial Services
Tennessee
$263K +$251K 3 0.1% New
1441
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$262K -$221K 1 0.03% Reduced
1442
PC
Permit Capital
Pennsylvania
$262K $0 2 0.14% Maintained
1443
Truepoint Inc
Truepoint Inc
Ohio
$260K -$304K 1 0.02% Reduced
1444
CPA
Court Place Advisors
Maryland
$259K $0 1 0.11% Maintained
1445
Homrich & Berg
Homrich & Berg
Georgia
$259K $0 1 0.02% Maintained
1446
SI
Shaker Investments
Ohio
$255K $0 1 0.17% Maintained
1447
UWM
USAdvisors Wealth Management
Minnesota
$254K +$240K 1 0.22% New
1448
LCM
Legato Capital Management
California
$252K $0 1 0.04% Maintained
1449
SFSG
Stearns Financial Services Group
North Carolina
$252K +$219K 1 0.06% New
1450
AC
Avestar Capital
New York
$251K +$267K 4 0.19% New