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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
1526
TCWM
Total Clarity Wealth Management
Illinois
$248K +$253K 1 0.23% New
1527
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$247K -$168K 1 0.03% Reduced
1528
NWM
Nicola Wealth Management
British Columbia, Canada
$247K -$5.42M 1 0.03% Reduced
1529
SFG
SevenBridge Financial Group
Pennsylvania
$247K $0 1 0.12% Maintained
1530
WP
WealthShield Partners
North Carolina
$247K -$89.1K 1 0.11% Reduced
1531
55I LLC
55I LLC
Massachusetts
$245K $0 1 0.04% Maintained
1532
FNC
First National Corp
Massachusetts
$244K +$13.4K 1 0.08% Increased
1533
WIC
Whitegate Investment Counselors
New Hampshire
$244K +$232K 1 0.05% New
1534
LIM
Loudon Investment Management
New Hampshire
$243K -$41.2K 1 0.21% Reduced
1535
BHWM
Bar Harbor Wealth Management
New Hampshire
$242K -$27.4K 1 0.03% Reduced
1536
BAMCO Inc
BAMCO Inc
New York
$240K $0 1 0% Maintained
1537
GG
Gleason Group
Kentucky
$240K +$32.6K 4 0.15% Increased
1538
River Road Asset Management
River Road Asset Management
Kentucky
$240K -$50.7K 1 0% Reduced
1539
MCF Advisors
MCF Advisors
Kentucky
$239K +$1.37K 4 0.03% Increased
1540
OFG
OmniStar Financial Group
North Carolina
$239K +$67.9K 1 0.2% Increased
1541
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$238K -$1.03M 2 0.02% Reduced
1542
SWM
SeaCrest Wealth Management
New York
$237K +$200K 2 0.04% Increased
1543
Trillium Asset Management
Trillium Asset Management
Massachusetts
$237K +$16.2K 1 0.01% Increased
1544
Western Wealth Management
Western Wealth Management
Colorado
$237K -$251K 1 0.04% Reduced
1545
RCA
Ranch Capital Advisors
Florida
$236K -$20.8K 3 0.19% Reduced
1546
SP
Successful Portfolios
Florida
$236K +$225K 1 0.21% New
1547
RG
Rikoon Group
New Mexico
$235K -$37.5K 1 0.08% Reduced
1548
CAM
Crestone Asset Management
Colorado
$234K +$52.4K 1 0.08% Increased
1549
MA
MANA Advisors
New York
$234K +$272K 1 1.01% New
1550
First Horizon Advisors
First Horizon Advisors
Tennessee
$233K +$8.02K 4 0.02% Increased