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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
MCF Advisors
MCF Advisors
Kentucky
$298K +$13.5K 4 0.04% Increased
1502
LFA
Landmark Financial Advisors
Kentucky
$297K -$109K 1 0.19% Reduced
1503
Avantax Planning Partners
Avantax Planning Partners
Iowa
$296K -$19.7K 1 0.02% Reduced
1504
EIA
Eldridge Investment Advisors
New Hampshire
$296K $0 1 0.14% Maintained
1505
GC
Gilbert & Cook
Iowa
$296K +$365 1 0.07% Increased
1506
IWP
Icon Wealth Partners
Texas
$296K +$296K 1 0.06% New
1507
Flossbach Von Storch
Flossbach Von Storch
Germany
$294K +$52.6K 1 0% Increased
1508
ZIG
Zuckerman Investment Group
Illinois
$293K $0 1 0.07% Maintained
1509
SFG
SevenBridge Financial Group
Pennsylvania
$292K $0 1 0.13% Maintained
1510
CWA Asset Management Group
CWA Asset Management Group
Florida
$291K -$49.8K 1 0.04% Reduced
1511
IC
Inscription Capital
Texas
$291K -$5.1K 1 0.13% Reduced
1512
LAM
Lingohr Asset Management
Germany
$291K +$313K 1 1.03% New
1513
LCP
Legacy Capital Partners
Wisconsin
$290K +$3.45K 1 0.12% Increased
1514
BCP
Berkeley Capital Partners
Georgia
$288K -$16K 1 0.18% Reduced
1515
NFG
Nations Financial Group
Iowa
$286K -$16.6K 1 0.09% Reduced
1516
SCM
Stevens Capital Management
Pennsylvania
$286K +$294K 1 0.11% New
1517
NSIM
North Star Investment Management
Illinois
$285K -$46.9K 5 0.03% Reduced
1518
Advent Capital Management
Advent Capital Management
New York
$284K $0 1 0.01% Maintained
1519
FC
Farley Capital
New York
$284K $0 1 0.32% Maintained
1520
WRM
Weybosset Research & Management
Rhode Island
$284K -$319K 1 0.16% Reduced
1521
JLBC
J.L. Bainbridge & Co
Florida
$283K $0 1 0.04% Maintained
1522
GG
Gleason Group
Kentucky
$282K +$638 4 0.16% Increased
1523
MFW
Meristem Family Wealth
Minnesota
$282K +$5.24K 1 0.07% Increased
1524
PTC
Petrus Trust Company
Texas
$282K +$303K 1 0.03% New
1525
LC
LCNB Corp
Ohio
$281K $0 1 0.18% Maintained