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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
SFM
Signature Financial Management
Virginia
$286K -$27.7K 1 0.06% Reduced
1452
BWA
Burt Wealth Advisors
Maryland
$282K +$6.95K 2 0.14% Increased
1453
LCP
Legacy Capital Partners
Wisconsin
$282K $0 1 0.14% Maintained
1454
LCM
LVM Capital Management
Michigan
$281K $0 1 0.06% Maintained
1455
SFSG
Stearns Financial Services Group
North Carolina
$280K -$27.8K 1 0.07% Reduced
1456
ARMT
Amica Retiree Medical Trust
Rhode Island
$279K +$208K 1 0.24% Increased
1457
Addenda Capital
Addenda Capital
Quebec, Canada
$277K $0 1 0.02% Maintained
1458
Csenge Advisory Group
Csenge Advisory Group
Florida
$277K +$32.8K 1 0.1% Increased
1459
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$275K -$33.3K 1 0.3% Reduced
1460
MCM
Monarch Capital Management
Indiana
$274K -$2.64K 1 0.11% Reduced
1461
DCM
Delpha Capital Management
New York
$273K +$25.1K 1 0.37% Increased
1462
SAMC
Spectrum Asset Management (California)
California
$273K -$6.95K 1 0.24% Reduced
1463
IHT Wealth Management
IHT Wealth Management
Illinois
$272K +$11K 6 0.07% Increased
1464
WA
Wheatland Advisors
Pennsylvania
$272K -$201K 1 0.22% Reduced
1465
RMAM
Raab & Moskowitz Asset Management
New Jersey
$271K -$276K 1 0.13% Reduced
1466
BIA
BHK Investment Advisors
Alabama
$269K +$277K 1 0.2% New
1467
HCM
Hilton Capital Management
New York
$269K +$260K 1 0.04% New
1468
BFC
Bedel Financial Consulting
Indiana
$268K +$259K 4 0.2% New
1469
PFA
Pathway Financial Advisors
Vermont
$268K -$3.71K 5 0.16% Reduced
1470
SWA
Sutton Wealth Advisors
Florida
$267K -$80.7K 4 0.19% Reduced
1471
BTNA
Bremer Trust National Association
Minnesota
$267K -$10.1K 1 0.08% Reduced
1472
NQWM
Northwest Quadrant Wealth Management
Oregon
$267K $0 1 0.17% Maintained
1473
WAS
WESPAC Advisors SoCal
California
$266K -$2.77K 1 0.15% Reduced
1474
SCM
SOL Capital Management
Maryland
$265K -$5.56K 1 0.08% Reduced
1475
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$264K -$22K 1 0.01% Reduced