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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
XSC
X-Square Capital
Puerto Rico
$348K +$21K 1 0.16% Increased
1652
EIA
Eldridge Investment Advisors
New Hampshire
$346K -$226K 1 0.13% Reduced
1653
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$346K +$121K 1 0.02% Increased
1654
NQWM
Northwest Quadrant Wealth Management
Oregon
$343K $0 1 0.11% Maintained
1655
TA
TFG Advisers
Michigan
$343K -$41.4K 1 0.18% Reduced
1656
FC
Farley Capital
New York
$342K $0 1 0.33% Maintained
1657
LCP
Legacy Capital Partners
Wisconsin
$342K $0 1 0.13% Maintained
1658
Skylands Capital
Skylands Capital
Wisconsin
$342K +$353K 2 0.04% New
1659
Gleason Group
Gleason Group
Kentucky
$339K +$37.2K 4 0.13% Increased
1660
SWA
Sutton Wealth Advisors
Florida
$338K +$1.26K 4 0.13% Increased
1661
Conning Inc
Conning Inc
Connecticut
$338K -$45.1K 1 0.01% Reduced
1662
Nations Financial Group
Nations Financial Group
Iowa
$337K +$4.14K 1 0.08% Increased
1663
FC
Fusion Capital
South Carolina
$335K +$49.1K 1 0.22% Increased
1664
LC
LCNB Corp
Ohio
$335K $0 1 0.18% Maintained
1665
AWM
Accel Wealth Management
Iowa
$334K -$8.81K 5 0.27% Reduced
1666
XML Financial
XML Financial
Maryland
$334K -$197K 1 0.08% Reduced
1667
First Merchants Corp
First Merchants Corp
Indiana
$333K +$4.25K 1 0.02% Increased
1668
Cannell & Co
Cannell & Co
New York
$332K -$19.4K 1 0.01% Reduced
1669
PFA
Paradigm Financial Advisors
Missouri
$332K $0 1 0.08% Maintained
1670
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$331K +$4.51K 1 0.02% Increased
1671
Evergreen Capital Management
Evergreen Capital Management
Washington
$330K +$61.5K 1 0.02% Increased
1672
HL
HeadInvest LLC
Maine
$327K $0 1 0.07% Maintained
1673
TCM
Tradewinds Capital Management
Washington
$327K +$28.3K 5 0.07% Increased
1674
Csenge Advisory Group
Csenge Advisory Group
Florida
$325K +$107K 1 0.03% Increased
1675
JNBA Financial Advisors
JNBA Financial Advisors
Minnesota
$325K +$12.6K 5 0.05% Increased