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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
SCM
SOL Capital Management
Maryland
$282K $0 1 0.08% Maintained
1452
PAS
Partnervest Advisory Services
California
$280K +$65.7K 1 0.13% Increased
1453
Bailard
Bailard
California
$278K +$352K 1 0.02% New
1454
Brighton Jones LLC
Brighton Jones LLC
Washington
$278K +$1.58K 1 0.04% Increased
1455
NWM
Northwest Wealth Management
Iowa
$277K -$99.2K 4 0.21% Reduced
1456
CF
Centaurus Financial
California
$275K -$109K 7 0.04% Reduced
1457
IIM
Ironwood Investment Management
Massachusetts
$275K -$185K 1 0.2% Reduced
1458
MC
Menta Capital
California
$273K +$267K 1 0.06% New
1459
EGA
E&G Advisors
Texas
$272K $0 1 0.11% Maintained
1460
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$272K +$75.3K 4 0.17% Increased
1461
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$269K +$278K 1 0.13% New
1462
MFW
Mosaic Family Wealth
Missouri
$266K +$11.6K 3 0.1% Increased
1463
QAM
QCI Asset Management
New York
$266K -$39.7K 4 0.03% Reduced
1464
FAIM
Financial Advocates Investment Management
Washington
$265K +$3.44K 1 0.03% Increased
1465
MMG
Monetary Management Group
Missouri
$264K -$11.3K 3 0.11% Reduced
1466
MCM
Monarch Capital Management
Indiana
$263K $0 1 0.1% Maintained
1467
CPA
Court Place Advisors
Maryland
$262K -$2.48K 1 0.11% Reduced
1468
SFM
Signature Financial Management
Virginia
$262K $0 1 0.06% Maintained
1469
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$261K -$905K 1 0.03% Reduced
1470
PFA
Pathway Financial Advisors
Vermont
$261K $0 5 0.15% Maintained
1471
RMAM
Raab & Moskowitz Asset Management
New Jersey
$260K $0 1 0.12% Maintained
1472
C
Cerebellum
California
$258K -$20.3K 2 0.43% Reduced
1473
SWA
Sutton Wealth Advisors
Florida
$258K +$14.9K 5 0.18% Increased
1474
Park National Corp
Park National Corp
Ohio
$256K -$217K 1 0.01% Reduced
1475
MCIA
Mountain Capital Investment Advisors
Colorado
$255K +$263K 1 0.25% New