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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
1576
VWA
V Wealth Advisors
Kansas
$242K -$304K 1 0.17% Reduced
1577
JWM
Jeppson Wealth Management
California
$241K +$242K 3 0.19% New
1578
NQWM
Northwest Quadrant Wealth Management
Oregon
$241K -$30.5K 1 0.1% Reduced
1579
RCA
Ranch Capital Advisors
Florida
$241K -$7.09K 2 0.19% Reduced
1580
SWM
SeaCrest Wealth Management
New York
$240K +$6.94K 2 0.04% Increased
1581
DC
Derby & Company
Massachusetts
$239K $0 1 0.07% Maintained
1582
SG
StoneX Group
New York
$239K +$230K 1 0.08% New
1583
Financial Engines Advisors
Financial Engines Advisors
California
$238K -$161K 1 0% Reduced
1584
NERM
New England Research & Management
Illinois
$237K +$228K 1 0.17% New
1585
River Road Asset Management
River Road Asset Management
Kentucky
$237K +$2.89K 1 0% Increased
1586
PWPS
Pinnacle Wealth Planning Services
Ohio
$235K +$228K 2 0.08% New
1587
PVH
Psagot Value Holdings
Israel
$234K -$17.7K 1 0.01% Reduced
1588
BCM
Bayesian Capital Management
New York
$233K -$1.2M 1 0.06% Reduced
1589
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$230K +$228K 1 0.01% New
1590
IF
IRON Financial
Illinois
$228K +$204K 1 0.13% New
1591
PP
Palladium Partners
Virginia
$228K +$216K 1 0.01% New
1592
ACM
Armbruster Capital Management
New York
$227K $0 1 0.09% Maintained
1593
Balentine LLC
Balentine LLC
Georgia
$227K -$25.2K 2 0.01% Reduced
1594
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$227K -$689 1 0.03% Reduced
1595
BAM
Berkshire Asset Management
Pennsylvania
$226K +$215K 1 0.02% New
1596
GHAM
Gilman Hill Asset Management
Connecticut
$226K -$10.9K 1 0.09% Reduced
1597
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
$226K +$251K 1 0.04% New
1598
WAP
Wealthcare Advisory Partners
Pennsylvania
$226K +$55 1 0.02% Increased
1599
MWM
MinichMacGregor Wealth Management
New York
$225K +$201K 1 0.11% New
1600
RMCM
Reynders McVeigh Capital Management
Massachusetts
$224K -$54.7K 1 0.02% Reduced