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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
1451
CA
Continuum Advisory
Idaho
$102K +$103K 6 0.01% New
1452
PAP
Persistent Asset Partners
Hong Kong
$101K +$109K 2 0.03% New
1453
CSB
City State Bank
Iowa
$98K $0 5 0.02% Maintained
1454
HIA
Harbor Investment Advisory
Maryland
$97.6K +$595 3 0.01% Increased
1455
MP
McDonald Partners
Ohio
$97.4K +$99.7K 3 0.02% New
1456
AF
Alerus Financial
North Dakota
$95.7K $0 2 0% Maintained
1457
BOK Financial
BOK Financial
Oklahoma
$94.1K +$38.5K 3 0% Increased
1458
Spire Wealth Management
Spire Wealth Management
Virginia
$93.6K -$37.8K 7 0% Reduced
1459
OC
Oakworth Capital
Alabama
$93.5K $0 3 0% Maintained
1460
SNB
Security National Bank
Nebraska
$93.3K +$85.2K 1 0.01% Increased
1461
CHC
City Holding Co
West Virginia
$93.2K -$28.8K 2 0.01% Reduced
1462
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$90.9K -$102K 5 0% Reduced
1463
OP
Oslo Pensjonsforsikring
$90.7K $0 1 0.01% Maintained
1464
DJSG
D.J. St. Germain
Massachusetts
$90.3K -$27.3K 4 0% Reduced
1465
CSC
Caldwell Sutter Capital
California
$88.7K +$69.6K 5 0.03% Increased
1466
FP
Financial Perspectives
Minnesota
$86.6K $0 3 0.02% Maintained
1467
BDL
Banque de Luxembourg
Luxembourg
$85.9K $0 1 0.04% Maintained
1468
1L
10Elms LLP
Oklahoma
$85.9K $0 1 0.04% Maintained
1469
FC
Financial Consulate
Maryland
$85.1K +$36.4K 7 0.01% Increased
1470
AF
Advisornet Financial
Minnesota
$84.8K -$41.1K 8 0% Reduced
1471
WAG
Winthrop Advisory Group
Massachusetts
$84.7K +$6.75K 1 0.01% Increased
1472
OL
OneFund LLC
Florida
$82.3K -$2.86K 3 0.05% Reduced
1473
TCP
TMB Capital Partners
Arkansas
$81K -$5.31K 1 0.03% Reduced
1474
RB
Renasant Bank
Mississippi
$81K +$785 1 0.05% Increased
1475
KB
Kimelman & Baird
New York
$80.4K $0 1 0.01% Maintained