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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
1676
PFA
Paradigm Financial Advisors
Missouri
$273K $0 1 0.07% Maintained
1677
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$271K +$1.49K 1 0.03% Increased
1678
LIM
Lagoda Investment Management
New York
$270K -$15.4K 1 0.15% Reduced
1679
GW & Wade
GW & Wade
Massachusetts
$269K $0 1 0.02% Maintained
1680
CP
Covenant Partners
Tennessee
$268K -$13.9K 1 0.11% Reduced
1681
CCM
Carlson Capital Management
Minnesota
$267K +$2.16K 1 0.05% Increased
1682
CSPIA
Cary Street Partners Investment Advisory
Virginia
$267K -$5.88M 1 0.05% Reduced
1683
HA
Havens Advisors
New York
$264K +$233K 1 0.25% New
1684
Personal Capital Advisors
Personal Capital Advisors
California
$263K -$43K 1 0% Reduced
1685
ACM
Armbruster Capital Management
New York
$262K -$590 1 0.09% Reduced
1686
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$262K +$253K 1 0.01% New
1687
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$261K $0 1 0.01% Maintained
1688
RMCM
Reynders McVeigh Capital Management
Massachusetts
$261K +$1.57K 1 0.02% Increased
1689
Todd Asset Management
Todd Asset Management
Kentucky
$260K $0 1 0.01% Maintained
1690
Evergreen Capital Management
Evergreen Capital Management
Washington
$259K +$244K 1 0.02% New
1691
Homrich & Berg
Homrich & Berg
Georgia
$259K +$20.1K 1 0.01% Increased
1692
DBT
Dubuque Bank & Trust
Iowa
$256K +$240K 1 0.03% New
1693
BAM
Bruderman Asset Management
New York
$255K +$246K 1 0.07% New
1694
BIA
Barry Investment Advisors
Massachusetts
$254K +$5.5K 1 0.08% Increased
1695
CWA
Clearview Wealth Advisors
Oregon
$254K +$253K 4 0.17% New
1696
MWM
MinichMacGregor Wealth Management
New York
$253K $0 1 0.1% Maintained
1697
WIM
Westside Investment Management
California
$249K +$5.83K 2 0.68% Increased
1698
LJHT
Laurie J. Hall Trustee
$247K -$25.3K 3 0.1% Reduced
1699
BWM
Biltmore Wealth Management
Arizona
$246K +$221K 1 0.13% New
1700
GWSG
GPS Wealth Strategies Group
Colorado
$246K +$237K 1 0.09% New