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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
1551
SLF
Sun Life Financial
Ontario, Canada
$155K -$10.9K 3 0.03% Reduced
1552
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$150K -$31.6K 3 0.02% Reduced
1553
KA
Kaizen Advisory
Illinois
$149K -$910K 3 0.08% Reduced
1554
CT
Clearstead Trust
Maine
$147K +$34.7K 1 0.11% Increased
1555
CIC
Cutler Investment Counsel
Oregon
$146K $0 1 0.03% Maintained
1556
Destination Wealth Management
Destination Wealth Management
California
$145K +$58.5K 4 0.01% Increased
1557
MWPCG
Measured Wealth Private Client Group
New Hampshire
$141K +$141K 2 0.08% New
1558
CB
CNB Bank
Pennsylvania
$140K -$29.2K 1 0.08% Reduced
1559
AOWM
Alpha Omega Wealth Management
Virginia
$139K -$15K 2 0.06% Reduced
1560
JFA
JNBA Financial Advisors
Minnesota
$139K +$69.4K 2 0.06% Increased
1561
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$138K $0 3 0.12% Maintained
1562
WPA
West Paces Advisors
Georgia
$135K $0 4 0.1% Maintained
1563
MCM
Manchester Capital Management
Vermont
$134K $0 4 0.02% Maintained
1564
FCT
Family Capital Trust
Massachusetts
$128K $0 1 0.05% Maintained
1565
WOC
West Oak Capital
California
$127K -$39.8K 2 0.07% Reduced
1566
PCM
Price Capital Management
Louisiana
$126K -$586K 1 0.04% Reduced
1567
EAM
Exane Asset Management
France
$123K +$68.1K 2 0.04% Increased
1568
AIC
Ayalon Insurance Company
Israel
$121K +$137K 1 0.1% New
1569
Citizens Financial Group
Citizens Financial Group
Rhode Island
$121K -$6.65K 2 0.01% Reduced
1570
SHJ
Sharkey, Howes & Javer
Colorado
$121K $0 3 0.06% Maintained
1571
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$120K +$7.44K 2 0.07% Increased
1572
Summit Trail Advisors
Summit Trail Advisors
New York
$120K -$16.1K 1 0.03% Reduced
1573
SWP
Strategic Wealth Partners
Ohio
$119K -$195K 4 0.06% Reduced
1574
FGAM
Financial Gravity Asset Management
Texas
$118K +$16.3K 5 0.12% Increased
1575
BWM
Baystate Wealth Management
Massachusetts
$116K +$16.2K 2 0.02% Increased