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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
XF
XML Financial
Maryland
$207K +$199K 1 0.06% New
1627
ACM
Argyle Capital Management
Pennsylvania
$206K $0 1 0.08% Maintained
1628
CAM
Carret Asset Management
New York
$206K $0 1 0.03% Maintained
1629
Homrich & Berg
Homrich & Berg
Georgia
$206K -$20.5K 1 0.01% Reduced
1630
Cannell & Spears
Cannell & Spears
New York
$203K +$209K 1 0.02% New
1631
CBFP
Cedar Brook Financial Partners
Ohio
$203K -$9.38K 1 0.08% Reduced
1632
Harvest Fund Management
Harvest Fund Management
China
$203K +$188K 2 0.02% New
1633
TF
Tompkins Financial
New York
$203K +$10.9K 3 0.04% Increased
1634
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$202K -$129K 1 0.01% Reduced
1635
SC
Solstein Capital
California
$202K -$138K 2 0.45% Reduced
1636
BFG
Bouchey Financial Group
New York
$200K +$192K 1 0.04% New
1637
QCM
Quest Capital Management
Texas
$200K +$201K 1 0.06% New
1638
First Pacific Advisors
First Pacific Advisors
California
$199K $0 1 0% Maintained
1639
TCM
Tradewinds Capital Management
Washington
$199K +$13K 4 0.05% Increased
1640
Penserra Capital Management
Penserra Capital Management
California
$195K -$5.25K 3 0.01% Reduced
1641
BWP
Baldwin Wealth Partners
Massachusetts
$192K $0 3 0.03% Maintained
1642
HB
Horizon Bancorp
Indiana
$192K -$4.8K 1 0.27% Reduced
1643
EWM
Endurance Wealth Management
Rhode Island
$191K -$11.9K 4 0.03% Reduced
1644
CCG
Ceeto Capital Group
Florida
$190K +$182K 1 0.11% New
1645
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$190K +$547 5 0.01% Increased
1646
WIM
Westside Investment Management
California
$187K +$43.9K 2 0.09% Increased
1647
LWM
Liberty Wealth Management
California
$183K +$6.58K 4 0.11% Increased
1648
PWMG
Prestige Wealth Management Group
New Jersey
$182K $0 5 0.05% Maintained
1649
RIM
Rampart Investment Management
Connecticut
$182K -$204K 3 0.12% Reduced
1650
Bridges Investment Management
Bridges Investment Management
Nebraska
$180K $0 1 0.01% Maintained