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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
1501
AIM
Axiom Investment Management
New York
$315K -$310K 1 0.24% Reduced
1502
SFSG
Stearns Financial Services Group
North Carolina
$315K +$58 1 0.06% Increased
1503
SWA
Sutton Wealth Advisors
Florida
$314K +$9.71K 6 0.18% Increased
1504
RAM
Roanoke Asset Management
New Jersey
$311K +$10K 1 0.15% Increased
1505
JLBC
J.L. Bainbridge & Co
Florida
$310K $0 1 0.05% Maintained
1506
BFC
Bedel Financial Consulting
Indiana
$304K $0 5 0.18% Maintained
1507
OIWM
OptiFour Integrated Wealth Management
Virginia
$304K $0 1 0.22% Maintained
1508
PIA
Pinion Investment Advisors
Kansas
$303K +$294K 1 0.62% New
1509
ER
Enlightenment Research
Florida
$302K -$1.84M 1 0.67% Reduced
1510
RNC Capital Management
RNC Capital Management
California
$302K -$24.4K 1 0.02% Reduced
1511
BAMCO Inc
BAMCO Inc
New York
$300K +$77.9K 1 0% Increased
1512
CCM
Cribstone Capital Management
Maine
$300K -$57.4K 2 0.18% Reduced
1513
MFW
Meristem Family Wealth
Minnesota
$300K +$307K 1 0.08% New
1514
TCB
Texas Capital Bancshares
Texas
$300K +$104K 1 0.49% Increased
1515
DCM
Dimension Capital Management
Florida
$299K -$1.14K 1 0.1% Reduced
1516
IFG Advisory
IFG Advisory
Georgia
$297K -$110K 1 0.06% Reduced
1517
MSR
Main Street Research
Connecticut
$297K -$201 1 0.06% Reduced
1518
VWA
V Wealth Advisors
Kansas
$297K +$7.23K 1 0.11% Increased
1519
BWA
Burt Wealth Advisors
Maryland
$295K $0 2 0.12% Maintained
1520
Evercore Wealth Management
Evercore Wealth Management
New York
$295K $0 1 0.01% Maintained
1521
PC
Permit Capital
Pennsylvania
$295K $0 2 0.13% Maintained
1522
XSC
X-Square Capital
Puerto Rico
$294K -$222K 1 0.19% Reduced
1523
NQWM
Northwest Quadrant Wealth Management
Oregon
$293K +$2.01K 1 0.13% Increased
1524
VI
Versor Investments
New York
$293K -$36.9K 1 0.02% Reduced
1525
Driehaus Capital Management
Driehaus Capital Management
Illinois
$291K +$314K 1 0.01% New