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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
OpenArc Corporate Advisory
OpenArc Corporate Advisory
Georgia
$104K +$100K 1 0% New
1527
HWA
HHM Wealth Advisors
Tennessee
$104K -$3.07K 4 0.01% Reduced
1528
MSFP
Mark Sheptoff Financial Planning
Connecticut
$102K -$261K 1 0.05% Reduced
1529
OL
OneFund LLC
Florida
$102K +$4.49K 3 0.06% Increased
1530
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K -$181K 5 0% Reduced
1531
TCOT
Trust Company of Toledo
Ohio
$99.3K $0 4 0.01% Maintained
1532
CSB
City State Bank
Iowa
$98.6K -$8.64K 5 0.03% Reduced
1533
Cary Street Partners
Cary Street Partners
Virginia
$98.2K -$205K 1 0% Reduced
1534
Susquehanna Advisors Group
Susquehanna Advisors Group
Pennsylvania
$98K $0 1 0% Maintained
1535
FNWA
Financial Network Wealth Advisors
Utah
$97.7K +$2.58K 4 0.1% Increased
1536
DJSG
D.J. St. Germain
Massachusetts
$94.7K +$5.57K 4 0% Increased
1537
MEG
Millstone Evans Group
Colorado
$93.9K $0 4 0.06% Maintained
1538
JFA
JNBA Financial Advisors
Minnesota
$92.9K -$6.21K 5 0.01% Reduced
1539
OBWG
Onyx Bridge Wealth Group
New York
$92.3K $0 1 0.01% Maintained
1540
GHA
Good Harbor Advisors
Massachusetts
$92.1K +$88.8K 1 0.11% New
1541
PWMA
Pension & Wealth Management Advisors
Massachusetts
$90.4K +$36.4K 2 0.03% Increased
1542
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$90.3K -$61K 1 0% Reduced
1543
MFS
Madrona Financial Services
Washington
$90.3K $0 1 0.02% Maintained
1544
AAG
Armstrong Advisory Group
Massachusetts
$90.1K +$14.4K 3 0.01% Increased
1545
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking
$89.5K +$88.4K 1 0% New
1546
Cohen & Steers
Cohen & Steers
New York
$89K $0 1 0% Maintained
1547
FDP
Financiere des Professionnels
Quebec, Canada
$88.6K $0 1 0.01% Maintained
1548
BW
Basepoint Wealth
Iowa
$88.3K +$92.3K 4 0.05% New
1549
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$87.4K +$18.2K 1 0% Increased
1550
FP
Financial Perspectives
Minnesota
$86.9K +$49 3 0.02% Increased