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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
1601
CCP
Cardan Capital Partners
Colorado
$214K -$145K 1 0.03% Reduced
1602
PCM
Prelude Capital Management
New York
$213K +$181K 4 0.01% Increased
1603
DY
Dowling & Yahnke
California
$212K +$207K 1 0.02% New
1604
GIA
Gladstone Institutional Advisory
Florida
$212K +$210K 1 0.06% New
1605
GFPC
Global Financial Private Capital
Florida
$212K -$2.35M 3 0.01% Reduced
1606
CWA
Clarus Wealth Advisors
Arizona
$210K +$14.3K 5 0.15% Increased
1607
MCM
Maryland Capital Management
Maryland
$210K +$208K 1 0.02% New
1608
TCB
Texas Capital Bancshares
Texas
$210K +$204K 1 0.35% New
1609
BAMCO Inc
BAMCO Inc
New York
$209K +$65.4K 1 0% Increased
1610
BAM
Bruderman Asset Management
New York
$209K -$242K 1 0.05% Reduced
1611
LIM
Leavell Investment Management
Alabama
$208K +$203K 1 0.02% New
1612
PCM
Perritt Capital Management
Illinois
$208K -$71K 1 0.08% Reduced
1613
HL
HeadInvest LLC
Maine
$207K +$202K 1 0.06% New
1614
PCG
Private Capital Group
Connecticut
$207K -$241K 5 0.05% Reduced
1615
BWP
Baldwin Wealth Partners
Massachusetts
$206K -$36K 3 0.03% Reduced
1616
BSPF
British Steel Pension Fund
United Kingdom
$206K -$223K 1 0.03% Reduced
1617
PBO
Peoples Bank (Ohio)
Ohio
$206K +$204K 1 0.13% New
1618
BWP
Bernardo Wealth Planning
Pennsylvania
$205K +$200K 1 0.16% New
1619
HCM
Hall Capital Management
Rhode Island
$205K -$21.1K 1 0.18% Reduced
1620
MTIM
Marathon Trading Investment Management
Pennsylvania
$205K +$211K 1 0.02% New
1621
CPA
Court Place Advisors
Maryland
$204K +$198K 1 0.08% New
1622
Park National Corp
Park National Corp
Ohio
$204K -$33.3K 1 0.01% Reduced
1623
PWPS
Pinnacle Wealth Planning Services
Ohio
$204K +$198K 1 0.12% New
1624
ONST
Old North State Trust
North Carolina
$203K +$13.7K 4 0.15% Increased
1625
BIA
Barry Investment Advisors
Massachusetts
$202K +$200K 1 0.07% New