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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
VWM
Valley Wealth Managers
New Jersey
$221K +$2.48K 1 0.02% Increased
1602
Perpetual Ltd
Perpetual Ltd
Australia
$219K $0 2 0.02% Maintained
1603
CCM
Carlson Capital Management
Minnesota
$218K -$10.2K 1 0.05% Reduced
1604
CP
Covenant Partners
Tennessee
$218K -$133K 1 0.11% Reduced
1605
RCA
Resonant Capital Advisors
Wisconsin
$218K -$33.3K 1 0.06% Reduced
1606
II
Ibex Investors
Colorado
$217K +$233K 1 0.11% New
1607
WI
WrapManager Inc
California
$216K -$11.9K 1 0.07% Reduced
1608
BIA
Barry Investment Advisors
Massachusetts
$215K -$4.38K 1 0.07% Reduced
1609
MW
Marcum Wealth
Ohio
$215K +$192K 1 0.07% New
1610
SPI
Santori & Peters Inc
Pennsylvania
$215K +$232K 1 0.14% New
1611
FWM
Focused Wealth Management
New York
$214K -$11.8K 6 0.05% Reduced
1612
JI
Jeereddi Investments
California
$214K $0 1 0.2% Maintained
1613
3AM
3D Asset Management
Connecticut
$213K +$205K 1 0.06% New
1614
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$213K +$202K 1 0.01% New
1615
NWP
Northstar Wealth Partners
Connecticut
$212K -$128K 1 0.1% Reduced
1616
PMAM
Penn Mutual Asset Management
Pennsylvania
$212K +$201K 1 0.3% New
1617
Busey Bank
Busey Bank
Illinois
$211K -$5.84K 1 0.01% Reduced
1618
SAM
Secure Asset Management
Michigan
$210K -$45K 1 0.14% Reduced
1619
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$210K +$200K 1 0.02% New
1620
Western Wealth Management
Western Wealth Management
Colorado
$210K -$31.6K 1 0.03% Reduced
1621
BCA
Bay Colony Advisors
Massachusetts
$209K $0 1 0.13% Maintained
1622
SRC
Sage Rhino Capital
California
$209K -$6.07K 1 0.1% Reduced
1623
VWA
Visionary Wealth Advisors
Illinois
$208K -$18.4K 1 0.03% Reduced
1624
CCIA
Campbell & Co Investment Adviser
Maryland
$207K +$185K 1 0.15% New
1625
HWMG
Hurlow Wealth Management Group
Indiana
$207K +$196K 1 0.19% New