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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
PWMG
Prestige Wealth Management Group
New Jersey
$244K -$17.8K 3 0.15% Reduced
1552
RMCM
Reynders McVeigh Capital Management
Massachusetts
$244K -$85.6K 1 0.03% Reduced
1553
SAA
Southeast Asset Advisors
Georgia
$244K +$224K 1 0.07% New
1554
IOOF
Independent Order of Foresters
Ontario, Canada
$243K -$1.85K 1 0.23% Reduced
1555
Evergreen Capital Management
Evergreen Capital Management
Washington
$242K +$610 1 0.02% Increased
1556
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$240K +$32.2K 4 0.01% Increased
1557
CWG
Cornerstone Wealth Group
North Carolina
$240K +$231K 1 0.06% New
1558
AAC
Acorn Advisory Capital
New York
$239K $0 1 0.42% Maintained
1559
BOE
Bank of Edwardsville
Illinois
$239K +$230K 1 0.36% New
1560
HMS
Hanseatic Management Services
New Mexico
$238K +$7.26K 2 0.25% Increased
1561
Mission Wealth Management
Mission Wealth Management
California
$237K +$1.68K 1 0.03% Increased
1562
WRM
Weybosset Research & Management
Rhode Island
$237K +$227K 1 0.14% New
1563
BBNA
Bremer Bank National Association
Minnesota
$236K +$201K 3 0.05% New
1564
TPWA
TRUE Private Wealth Advisors
Oregon
$235K +$216K 1 0.04% New
1565
Wolverine Asset Management
Wolverine Asset Management
Illinois
$234K +$216K 1 0% New
1566
BCA
Bay Colony Advisors
Massachusetts
$233K $0 1 0.15% Maintained
1567
MIM
Moseley Investment Management
Florida
$233K +$224K 1 0.24% New
1568
MMHP
Murphy Middleton Hinkle & Parker
Georgia
$233K $0 1 0.16% Maintained
1569
SRC
Sage Rhino Capital
California
$232K +$216K 1 0.15% New
1570
SS
Sunbelt Securities
Texas
$232K +$216K 1 0.12% New
1571
BI
Ballast Inc
Kentucky
$231K +$222K 1 0.15% New
1572
IP
Investment Partners
Ohio
$231K $0 1 0.17% Maintained
1573
TW
Transform Wealth
Colorado
$231K -$83.9K 1 0.04% Reduced
1574
BA
BKS Advisors
Michigan
$230K +$221K 1 0.09% New
1575
Skye Global Management
Skye Global Management
Florida
$229K +$214K 1 0.03% New