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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
CapWealth Advisors
CapWealth Advisors
Tennessee
$397K $0 1 0.04% Maintained
1652
JCM
Jacobsen Capital Management
Utah
$396K -$20.3K 1 0.19% Reduced
1653
DCM
Dupont Capital Management
Delaware
$394K -$280K 4 0.01% Reduced
1654
MC
Manteio Capital
New Jersey
$394K +$390K 1 0.51% New
1655
GTAM
Global Trust Asset Management
Florida
$393K +$79.5K 3 0.15% Increased
1656
LSA
Lion Street Advisors
Texas
$393K $0 1 0.19% Maintained
1657
OWM
OneAscent Wealth Management
Alabama
$393K -$7.79K 1 0.98% Reduced
1658
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$392K +$7.52K 1 0.02% Increased
1659
NSB
Norway Savings Bank
Maine
$392K +$11.3K 1 0.17% Increased
1660
CC
Claybrook Capital
Massachusetts
$384K +$30.5K 1 0.18% Increased
1661
KMWM
Keudell/Morrison Wealth Management
Oregon
$384K +$369K 1 0.15% New
1662
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust
Missouri
$384K -$9.21K 8 0.09% Reduced
1663
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$384K -$189K 1 0.01% Reduced
1664
Alesco Advisors
Alesco Advisors
New York
$383K $0 1 0.01% Maintained
1665
Manchester Capital Management
Manchester Capital Management
Vermont
$382K +$156K 2 0.05% Increased
1666
SWA
Sutton Wealth Advisors
Florida
$376K +$2.33K 8 0.13% Increased
1667
Adero Partners
Adero Partners
California
$375K $0 1 0.06% Maintained
1668
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$375K $0 1 0.01% Maintained
1669
Community Trust & Investment
Community Trust & Investment
Kentucky
$373K $0 1 0.03% Maintained
1670
AWM
Accel Wealth Management
Iowa
$371K +$39.7K 5 0.18% Increased
1671
FNBOH
First National Bank of Hutchinson
Kansas
$369K +$10.5K 1 0.21% Increased
1672
QCIG
Quad-Cities Investment Group
Iowa
$369K -$28.3K 1 0.23% Reduced
1673
Csenge Advisory Group
Csenge Advisory Group
Florida
$368K -$13.2K 1 0.03% Reduced
1674
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$366K +$164K 3 0.1% Increased
1675
TC
Tacita Capital
Ontario, Canada
$366K +$33K 2 0.21% Increased