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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
FTC
Farmers Trust Company
Ohio
$266K +$63.6K 1 0.07% Increased
1452
SWA
Sutton Wealth Advisors
Florida
$266K +$3.26K 5 0.17% Increased
1453
OAM
Oak Asset Management
California
$264K +$7.31K 1 0.16% Increased
1454
OIA
Optimum Investment Advisors
Illinois
$264K +$80.8K 3 0.07% Increased
1455
FL
Fort LP
Maryland
$263K +$170K 2 0.06% Increased
1456
RGC
Roberts, Glore & Co
Illinois
$263K -$76.9K 1 0.15% Reduced
1457
TG
TLP Group
Illinois
$260K +$200K 2 0.41% Increased
1458
LCM
LVM Capital Management
Michigan
$259K -$35.9K 1 0.06% Reduced
1459
MCM
Monarch Capital Management
Indiana
$259K $0 1 0.09% Maintained
1460
RTS
Round Table Services
New Jersey
$259K -$64.3K 1 0.09% Reduced
1461
CPA
Clear Perspective Advisors
Illinois
$255K -$43K 1 0.19% Reduced
1462
NQWM
Northwest Quadrant Wealth Management
Oregon
$254K -$26.4K 1 0.16% Reduced
1463
SFSG
Stearns Financial Services Group
North Carolina
$254K -$6.86K 1 0.06% Reduced
1464
ABA
American Beacon Advisors
Texas
$253K +$105K 1 1.72% Increased
1465
DCM
Dimension Capital Management
Florida
$251K -$195 1 0.12% Reduced
1466
Krilogy Financial
Krilogy Financial
Missouri
$251K +$272K 3 0.06% New
1467
Park National Corp
Park National Corp
Ohio
$251K $0 1 0.01% Maintained
1468
DP
Dearborn Partners
Illinois
$248K +$251K 1 0.02% New
1469
Homrich & Berg
Homrich & Berg
Georgia
$247K +$250K 1 0.01% New
1470
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$247K -$95.8K 2 0.11% Reduced
1471
EGA
E&G Advisors
Texas
$246K $0 1 0.09% Maintained
1472
HMS
Hanseatic Management Services
New Mexico
$246K +$256K 2 0.23% New
1473
LWM
Lyell Wealth Management
California
$246K +$245K 1 0.08% New
1474
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$246K -$198K 1 0.25% Reduced
1475
SSW
Smith Shellnut Wilson
Mississippi
$246K +$252K 1 0.22% New