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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
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$264K +$270K 1 0.03% New
1552
DIM
DC Investments Management
Virginia
$262K +$53.9K 1 0.15% Increased
1553
KMWM
Keudell/Morrison Wealth Management
Oregon
$261K $0 1 0.22% Maintained
1554
SP
Successful Portfolios
Florida
$261K +$5.42K 1 0.25% Increased
1555
CAM
Cidel Asset Management
Ontario, Canada
$258K +$250K 1 0.01% New
1556
CCIA
Campbell & Co Investment Adviser
Maryland
$257K +$292K 1 0.1% New
1557
SAA
Southeast Asset Advisors
Georgia
$257K $0 1 0.07% Maintained
1558
BRWM
B. Riley Wealth Management
Tennessee
$256K -$503K 1 0.04% Reduced
1559
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$256K $0 1 0.02% Maintained
1560
ING Group
ING Group
Netherlands
$256K -$3.08M 1 0.01% Reduced
1561
PWPS
Pinnacle Wealth Planning Services
Ohio
$256K +$37.1K 1 0.14% Increased
1562
VRM
Vectors Research Management
New York
$256K $0 3 0.13% Maintained
1563
ECM
Exchange Capital Management
Michigan
$255K +$254K 1 0.07% New
1564
TW
Transform Wealth
Colorado
$252K -$66.9K 1 0.04% Reduced
1565
QT
Quantamental Technologies
New York
$251K -$1.02M 4 0.08% Reduced
1566
GFS
GYL Financial Synergies
Connecticut
$249K -$837 1 0.12% Reduced
1567
LWM
Lyons Wealth Management
Florida
$249K +$241K 1 0.65% New
1568
MCM
Monarch Capital Management
Indiana
$249K $0 1 0.09% Maintained
1569
BCA
Bay Colony Advisors
Massachusetts
$248K +$15.1K 1 0.17% Increased
1570
BUB
BBVA USA Bancshares
Texas
$248K -$268K 1 0.02% Reduced
1571
FFS
Founders Financial Securities
Maryland
$248K +$248K 1 0.08% New
1572
ACM
Argyle Capital Management
Pennsylvania
$245K $0 1 0.09% Maintained
1573
CAM
Carret Asset Management
New York
$245K -$49.9K 1 0.04% Reduced
1574
MCF Advisors
MCF Advisors
Kentucky
$245K $0 3 0.04% Maintained
1575
FTC
Farmers Trust Company
Ohio
$244K $0 1 0.07% Maintained