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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
OWCM
One Wealth Capital Management
Arizona
$202K +$201K 1 0.09% New
1452
Drucker Wealth 3.0
Drucker Wealth 3.0
New Jersey
$202K +$196K 1 0.04% New
1453
DAM
Diamant Asset Management
Connecticut
$201K -$56.3K 1 0.15% Reduced
1454
Principle Wealth Partners
Principle Wealth Partners
Connecticut
$201K +$195K 1 0.01% New
1455
S
SimplyRich
California
$201K $0 1 0.05% Maintained
1456
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$201K -$370K 1 0% Reduced
1457
CRIG
Charter Research & Investment Group
Connecticut
$200K -$26.1K 1 0.13% Reduced
1458
ISWM
Intesa Sanpaolo Wealth Management
$200K +$195K 2 0.04% New
1459
Summit Securities Group
Summit Securities Group
New York
$199K -$6.55M 5 0.03% Reduced
1460
Spire Wealth Management
Spire Wealth Management
Virginia
$199K -$130K 8 0.01% Reduced
1461
FAL
Focused Alpha LLC
Colorado
$198K +$191K 1 0.06% New
1462
City Holding Co
City Holding Co
West Virginia
$195K -$643K 2 0.02% Reduced
1463
LMFP
Larry Mathis Financial Planning
Arizona
$193K +$186K 1 0.17% New
1464
Atwood & Palmer
Atwood & Palmer
Missouri
$193K +$241 2 0.01% Increased
1465
SN
Sittner & Nelson
Oregon
$192K +$156K 2 0.07% Increased
1466
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$191K -$6.54K 5 0.01% Reduced
1467
Wexford Capital
Wexford Capital
Florida
$190K +$195K 2 0.04% New
1468
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$190K +$33.6K 6 0% Increased
1469
Webster Bank
Webster Bank
Connecticut
$190K -$32.1K 2 0.02% Reduced
1470
Park Place Capital
Park Place Capital
Alabama
$189K -$35.8K 1 0.04% Reduced
1471
BCFD
Boit C.F. David
$188K +$42.2K 2 0.08% Increased
1472
BDL
Banque de Luxembourg
Luxembourg
$185K $0 2 0.08% Maintained
1473
LI
Louisbourg Investments
New Brunswick, Canada
$183K +$2.31K 3 0.04% Increased
1474
WhitTier Trust Company
WhitTier Trust Company
Nevada
$180K +$150K 3 0% Increased
1475
Verus Capital Partners
Verus Capital Partners
Arizona
$178K +$71.4K 1 0.01% Increased