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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
1651
FTC
Farmers Trust Company
Ohio
$219K -$3.78K 1 0.06% Reduced
1652
BIA
Barry Investment Advisors
Massachusetts
$218K +$25.1K 1 0.08% Increased
1653
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$218K +$217K 1 0.02% New
1654
HCA
Horan Capital Advisors
Ohio
$218K $0 3 0.13% Maintained
1655
III
Independent Investors Inc
New York
$218K $0 1 0.07% Maintained
1656
LJHT
Laurie J. Hall Trustee
$218K $0 2 0.1% Maintained
1657
SP
Successful Portfolios
Florida
$218K -$21.3K 1 0.19% Reduced
1658
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$218K +$93K 4 0% Increased
1659
TF
Tompkins Financial
New York
$218K +$80.6K 3 0.04% Increased
1660
OFS
Oldfather Financial Services
Nebraska
$217K +$219K 1 0.2% New
1661
Summit Trail Advisors
Summit Trail Advisors
New York
$216K +$208K 1 0.13% New
1662
TW
Transform Wealth
Colorado
$215K -$42.7K 1 0.03% Reduced
1663
CCM
Campbell Capital Management
Florida
$214K -$3.79M 1 0.13% Reduced
1664
CIA
CSat Investment Advisory
Michigan
$214K +$21.3K 3 0.06% Increased
1665
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$214K -$56.9K 1 0.11% Reduced
1666
DY
Dowling & Yahnke
California
$213K +$6.5K 1 0.02% Increased
1667
LIM
Leavell Investment Management
Alabama
$213K +$3.74K 1 0.02% Increased
1668
CMO
Covenant Multifamily Offices
Texas
$212K +$204K 1 0.04% New
1669
Park National Corp
Park National Corp
Ohio
$212K +$205K 1 0.01% New
1670
EM
Excalibur Management
Massachusetts
$211K +$203K 1 0.14% New
1671
MCCP
Mission Creek Capital Partners
California
$211K +$203K 1 0.1% New
1672
CCP
Cardan Capital Partners
Colorado
$210K -$430K 1 0.03% Reduced
1673
FMTC
Farmers & Merchants Trust Company
California
$210K $0 1 0.09% Maintained
1674
MFS
Mirabella Financial Services
United Kingdom
$209K +$208K 1 0.04% New
1675
Algert Global
Algert Global
California
$208K +$201K 1 0.06% New