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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
BWA
Burt Wealth Advisors
Maryland
$178K $0 1 0.07% Maintained
1652
MMG
Monetary Management Group
Missouri
$175K $0 1 0.06% Maintained
1653
PB
Pinnacle Bancorp
Nebraska
$174K -$97.4K 5 0.12% Reduced
1654
ACM
Aubrey Capital Management
United Kingdom
$166K -$97.2K 1 0.05% Reduced
1655
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$166K +$182 3 0.09% Increased
1656
CA
CapWealth Advisors
Tennessee
$161K -$135K 1 0.02% Reduced
1657
OIA
Optimum Investment Advisors
Illinois
$161K $0 3 0.05% Maintained
1658
PFWA
Paces Ferry Wealth Advisors
Georgia
$160K +$160K 8 0.14% New
1659
AIC
Archer Investment Corporation
Indiana
$157K $0 3 0.08% Maintained
1660
GSWM
Golden State Wealth Management
California
$156K -$67.4K 1 0.05% Reduced
1661
CHA
Carmichael Hill & Associates
Maryland
$155K +$601 4 0.1% Increased
1662
CH
Canton Hathaway
Rhode Island
$153K +$155K 2 0.06% New
1663
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$153K -$86K 7 0.05% Reduced
1664
NSB
Norway Savings Bank
Maine
$151K +$113K 1 0.1% Increased
1665
CFN
Cordasco Financial Network
Florida
$143K +$18K 4 0.12% Increased
1666
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$142K -$24.4K 1 0.01% Reduced
1667
TA
Teton Advisors
New York
$141K $0 1 0.02% Maintained
1668
CX Institutional
CX Institutional
Indiana
$140K +$3.52K 5 0.02% Increased
1669
RIM
Rockbridge Investment Management
New York
$139K -$138 5 0.03% Reduced
1670
WPA
West Paces Advisors
Georgia
$133K $0 4 0.07% Maintained
1671
CAW
Cornerstone Advisors (Washington)
Washington
$127K -$3.11K 2 0.01% Reduced
1672
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$127K +$86.5K 3 0% Increased
1673
TI
tru Independence
Oregon
$125K -$1.98M 3 0.04% Reduced
1674
FCT
Family Capital Trust
Massachusetts
$124K $0 1 0.04% Maintained
1675
POIA
Pin Oak Investment Advisors
Texas
$124K +$10.2K 4 0.12% Increased