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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
Symmetry Partners
Symmetry Partners
Connecticut
$319K $0 1 0.02% Maintained
1652
RWP
Ridgecrest Wealth Partners
California
$318K $0 1 0.23% Maintained
1653
Cambridge Trust
Cambridge Trust
Massachusetts
$317K +$10.9K 3 0.01% Increased
1654
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$315K -$2.16K 1 0.02% Reduced
1655
American Trust
American Trust
Kentucky
$313K +$1.24K 1 0.03% Increased
1656
Chemistry Wealth Management
Chemistry Wealth Management
New York
$313K $0 2 0.12% Maintained
1657
NLP
Next Level Private
New York
$313K +$346K 2 0.12% New
1658
RA
Rise Advisors
New York
$313K -$2.32K 5 0.32% Reduced
1659
MIM
Meros Investment Management
Texas
$312K -$421K 1 0.29% Reduced
1660
RC
Rovin Capital
Arizona
$312K -$282K 1 0.21% Reduced
1661
Avior Wealth Management
Avior Wealth Management
Nebraska
$311K -$326 5 0.03% Reduced
1662
Caxton Associates (New York)
Caxton Associates (New York)
New York
$311K +$334K 1 0.03% New
1663
Carret Asset Management
Carret Asset Management
New York
$310K $0 1 0.04% Maintained
1664
FAFN
First Affirmative Financial Network
Colorado
$310K -$57.8K 1 0.35% Reduced
1665
IAMOG
Investors Asset Management of Georgia
Georgia
$310K -$1.66K 2 0.16% Reduced
1666
TCOK
Trust Company of Kansas
Kansas
$310K $0 1 0.18% Maintained
1667
Ausdal Financial Partners
Ausdal Financial Partners
Iowa
$308K -$362K 2 0.05% Reduced
1668
Choreo LLC
Choreo LLC
Illinois
$308K $0 1 0.02% Maintained
1669
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust
Missouri
$308K -$2.46K 8 0.09% Reduced
1670
Aspiriant LLC
Aspiriant LLC
California
$306K $0 1 0.01% Maintained
1671
Congress Asset Management
Congress Asset Management
Massachusetts
$306K $0 1 0% Maintained
1672
SSW
Smith Shellnut Wilson
Mississippi
$306K -$24.7K 1 0.19% Reduced
1673
VRM
Vectors Research Management
New York
$306K +$96.4K 3 0.08% Increased
1674
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$304K -$29.1K 1 0.01% Reduced
1675
CPWM LLC
CPWM LLC
Washington
$304K +$6.3K 1 0.03% Increased