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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
1701
JFA
JNBA Financial Advisors
Minnesota
$157K +$56.4K 4 0.03% Increased
1702
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$157K $0 1 0.01% Maintained
1703
FCA
FinTrust Capital Advisors
South Carolina
$155K -$14.6K 5 0.06% Reduced
1704
GDP
Great Diamond Partners
Maine
$155K +$156K 4 0.06% New
1705
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$153K -$19.9K 5 0.01% Reduced
1706
FCT
Family Capital Trust
Massachusetts
$152K $0 1 0.06% Maintained
1707
PGAM
Princeton Global Asset Management
New Jersey
$152K +$25.1K 3 0.06% Increased
1708
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$152K -$21.9K 1 0% Reduced
1709
WPA
West Paces Advisors
Georgia
$152K $0 3 0.08% Maintained
1710
SIAS
Shine Investment Advisory Services
Colorado
$150K -$31.7K 2 0.06% Reduced
1711
CIC
Cutler Investment Counsel
Oregon
$149K $0 1 0.03% Maintained
1712
ONST
Old North State Trust
North Carolina
$149K -$46.4K 5 0.08% Reduced
1713
CB
CNB Bank
Pennsylvania
$147K -$12.7K 1 0.12% Reduced
1714
QCMC
Quantum Capital Management (California)
California
$147K -$52.3K 2 0.07% Reduced
1715
AIS
Accurate Investment Solutions
Pennsylvania
$143K +$115K 3 0.09% Increased
1716
CX Institutional
CX Institutional
Indiana
$141K -$9.54K 3 0.02% Reduced
1717
KC
Kepos Capital
New York
$137K -$543K 1 0.01% Reduced
1718
BG
Bollard Group
Massachusetts
$136K +$1.46K 2 0% Increased
1719
PCM
Pinz Capital Management
New York
$133K +$132K 2 0.05% New
1720
BWM
Baystate Wealth Management
Massachusetts
$131K -$20.8K 2 0.02% Reduced
1721
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$130K -$53.5K 5 0.05% Reduced
1722
LGWM
Litman Gregory Wealth Management
California
$125K +$6.83K 1 0.03% Increased
1723
PA
PSI Advisors
Florida
$124K +$128K 5 0.08% New
1724
CHA
Carmichael Hill & Associates
Maryland
$120K +$115K 2 0.09% New
1725
AWA
Artemis Wealth Advisors
New York
$119K +$115K 1 0.04% New