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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
VWA
Visionary Wealth Advisors
Illinois
$207K +$196K 1 0.03% New
1602
WAP
Wealthcare Advisory Partners
Pennsylvania
$207K -$67.6K 1 0.03% Reduced
1603
Penserra Capital Management
Penserra Capital Management
California
$206K -$24.6K 3 0.01% Reduced
1604
AIL
AGF Investments LLC
Ontario, Canada
$205K +$231K 3 0.02% New
1605
BCA
Bay Colony Advisors
Massachusetts
$204K +$208K 1 0.15% New
1606
ACM
Argyle Capital Management
Pennsylvania
$202K +$206K 1 0.08% New
1607
BIA
Barry Investment Advisors
Massachusetts
$202K +$193K 1 0.07% New
1608
CAM
Carret Asset Management
New York
$202K +$206K 1 0.03% New
1609
NIM
NuWave Investment Management
New Jersey
$202K +$198K 2 0.27% Increased
1610
OL
Optas LLC
Texas
$202K -$67.4K 1 0.08% Reduced
1611
Busey Bank
Busey Bank
Illinois
$200K +$191K 1 0.01% New
1612
FWM
Focused Wealth Management
New York
$200K +$949 5 0.05% Increased
1613
MA
Modus Advisors
Minnesota
$195K +$185K 2 0.13% New
1614
BFIM
Beese Fulmer Investment Management
Ohio
$191K +$192K 3 0.03% New
1615
HIA
Harbor Investment Advisory
Maryland
$188K -$642K 4 0.04% Reduced
1616
TCM
Tradewinds Capital Management
Washington
$185K +$6.4K 4 0.05% Increased
1617
First Pacific Advisors
First Pacific Advisors
California
$184K +$175K 1 0% New
1618
TF
Tompkins Financial
New York
$180K -$9.61K 3 0.04% Reduced
1619
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$178K -$8.1K 5 0.01% Reduced
1620
KPW
Kore Private Wealth
New York
$175K +$64K 7 0.04% Increased
1621
BWP
Baldwin Wealth Partners
Massachusetts
$174K $0 3 0.03% Maintained
1622
BWA
Burt Wealth Advisors
Maryland
$174K $0 1 0.07% Maintained
1623
PWMG
Prestige Wealth Management Group
New Jersey
$171K -$2.75K 5 0.06% Reduced
1624
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$171K +$9.85K 4 0% Increased
1625
LWM
Liberty Wealth Management
California
$170K +$10.1K 4 0.12% Increased