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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
JI
Jeereddi Investments
California
$246K $0 1 0.2% Maintained
1702
Sage Rhino Capital
Sage Rhino Capital
California
$246K +$4.62K 1 0.1% Increased
1703
CBFP
Cedar Brook Financial Partners
Ohio
$243K +$8.05K 1 0.09% Increased
1704
Penserra Capital Management
Penserra Capital Management
California
$243K +$3.95K 2 0.01% Increased
1705
Resonant Capital Advisors
Resonant Capital Advisors
Wisconsin
$243K +$12K 1 0.06% Increased
1706
Cardan Capital Partners
Cardan Capital Partners
Colorado
$242K -$239K 1 0.03% Reduced
1707
HS
Haafor (Singapore)
Singapore
$242K -$148K 1 0.45% Reduced
1708
Marcum Wealth
Marcum Wealth
Ohio
$242K $0 1 0.06% Maintained
1709
TCM
Tradewinds Capital Management
Washington
$242K +$5.1K 4 0.05% Increased
1710
Visionary Wealth Advisors
Visionary Wealth Advisors
Illinois
$242K -$25.3K 1 0.03% Reduced
1711
Optas LLC
Optas LLC
Texas
$241K -$180K 1 0.08% Reduced
1712
Summit Securities Group
Summit Securities Group
New York
$241K +$216K 1 0.02% New
1713
YMRC
Yorktown Management & Research Company
Virginia
$241K +$216K 1 0.22% New
1714
Bailard
Bailard
California
$240K +$226K 1 0.01% New
1715
Palladium Partners
Palladium Partners
Virginia
$240K $0 1 0.01% Maintained
1716
TCM
Tuttle Capital Management
Connecticut
$240K -$722K 1 0.19% Reduced
1717
PMAM
Penn Mutual Asset Management
Pennsylvania
$239K -$12.9K 1 0.21% Reduced
1718
ACM
Argyle Capital Management
Pennsylvania
$238K $0 1 0.09% Maintained
1719
Carret Asset Management
Carret Asset Management
New York
$238K $0 1 0.03% Maintained
1720
JWM
Jeppson Wealth Management
California
$236K -$37K 1 0.16% Reduced
1721
WMP
Wealth Management Partners
Arizona
$236K +$229K 1 0.18% New
1722
PJB
Paul John Balson
California
$235K +$221K 1 0.05% New
1723
PVH
Psagot Value Holdings
Israel
$233K -$33.4K 1 0.01% Reduced
1724
Bouchey Financial Group
Bouchey Financial Group
New York
$231K $0 1 0.04% Maintained
1725
WI
WrapManager Inc
California
$231K -$17.2K 1 0.07% Reduced