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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
CFA
Capstone Financial Advisors
Illinois
$360K -$14.7K 1 0.06% Reduced
1452
JAM
Jolley Asset Management
North Carolina
$359K +$5.19K 1 0.23% Increased
1453
DC
Diametric Capital
Massachusetts
$357K +$52.2K 1 0.29% Increased
1454
First Horizon Advisors
First Horizon Advisors
Tennessee
$357K +$95.9K 6 0.03% Increased
1455
LFA
Landmark Financial Advisors
Kentucky
$356K -$17.1K 1 0.22% Reduced
1456
PFM
Probabilities Fund Management
New York
$356K $0 1 1.01% Maintained
1457
RG
Rikoon Group
New Mexico
$355K +$40.4K 1 0.13% Increased
1458
JCM
Jacobsen Capital Management
Utah
$354K $0 1 0.34% Maintained
1459
VWM
Venturi Wealth Management
Texas
$354K +$234 1 0.05% Increased
1460
Truepoint Inc
Truepoint Inc
Ohio
$353K $0 1 0.03% Maintained
1461
WI
WrapManager Inc
California
$353K +$129K 1 0.12% Increased
1462
Addenda Capital
Addenda Capital
Quebec, Canada
$352K -$18.4K 1 0.02% Reduced
1463
PAS
Professional Advisory Services
Florida
$352K $0 1 0.07% Maintained
1464
TPWA
TRUE Private Wealth Advisors
Oregon
$352K -$89K 1 0.06% Reduced
1465
GAM
Grandview Asset Management
Pennsylvania
$351K +$1K 1 0.32% Increased
1466
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$351K +$319K 2 0.02% Increased
1467
RIM
Redwood Investment Management
Arizona
$351K +$331K 1 0.09% New
1468
Simplicity Solutions
Simplicity Solutions
Minnesota
$348K -$294K 2 0.01% Reduced
1469
DFA
Delta Financial Advisors
Louisiana
$347K +$201 1 0.14% Increased
1470
LIM
Loudon Investment Management
New Hampshire
$347K -$179K 1 0.29% Reduced
1471
RCA
Ranch Capital Advisors
Florida
$347K +$348K 2 0.37% New
1472
ZIG
Zuckerman Investment Group
Illinois
$347K $0 1 0.08% Maintained
1473
AWM
Altium Wealth Management
New York
$346K +$9K 1 0.05% Increased
1474
GA
GFS Advisors
Texas
$346K -$390K 1 0.1% Reduced
1475
Flow Traders U.S.
Flow Traders U.S.
New York
$345K +$344K 1 0.02% New