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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
1626
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$230K +$222K 1 0.03% New
1627
RPAM
Rhenman & Partners Asset Management
Sweden
$230K -$50.2K 1 0.03% Reduced
1628
HFG
Heron Financial Group
New York
$229K +$230K 1 0.19% New
1629
TCM
Tradewinds Capital Management
Washington
$229K $0 3 0.07% Maintained
1630
IP
Investment Partners
Ohio
$228K -$11.1K 1 0.15% Reduced
1631
LWM
Liberty Wealth Management
California
$228K +$54.1K 4 0.18% Increased
1632
FNBSF
First National Bank Sioux Falls
South Dakota
$227K $0 1 0.63% Maintained
1633
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$227K +$225K 8 0.02% New
1634
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$226K -$21.5K 1 0.12% Reduced
1635
AIM
Alhambra Investment Management
Florida
$225K +$224K 1 0.26% New
1636
WA
Wealth Alliance
New York
$225K +$214K 1 0.16% New
1637
MFG
Magnus Financial Group
New York
$224K +$217K 1 0.03% New
1638
FWM
Focused Wealth Management
New York
$223K +$140K 3 0.05% Increased
1639
SAA
Southeast Asset Advisors
Georgia
$222K +$167 1 0.05% Increased
1640
Todd Asset Management
Todd Asset Management
Kentucky
$222K $0 1 0.01% Maintained
1641
LWP
Legacy Wealth Planning
Nevada
$221K +$214K 1 0.25% New
1642
Mather Group
Mather Group
Illinois
$221K +$211K 1 0.01% New
1643
PP
Pegasus Partners
Wisconsin
$221K +$213K 1 0.07% New
1644
CRCM
Corbett Road Capital Management
Virginia
$220K +$212K 1 0.22% New
1645
Equitable Holdings
Equitable Holdings
New York
$220K +$213K 1 0.01% New
1646
IWP
Icon Wealth Partners
Texas
$220K +$212K 1 0.07% New
1647
MCM
Monarch Capital Management
Indiana
$220K -$7.36K 1 0.07% Reduced
1648
BFG
Bouchey Financial Group
New York
$219K $0 1 0.05% Maintained
1649
CA
Claro Advisors
Massachusetts
$219K +$6.82K 1 0.17% Increased
1650
DHFB
Dixon Hubard Feinour & Brown
Virginia
$219K $0 1 0.06% Maintained