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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
NRW
Nova R Wealth
Kansas
$342K +$311K 1 0.28% New
1702
JI
Jeereddi Investments
California
$341K $0 1 0.33% Maintained
1703
LWM
Lyell Wealth Management
California
$341K -$17K 1 0.04% Reduced
1704
TCWM
Total Clarity Wealth Management
Illinois
$341K -$381K 1 0.15% Reduced
1705
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$339K +$205 1 0.02% Increased
1706
KM
Kalos Management
Georgia
$339K +$25.1K 1 0.09% Increased
1707
VFPI
Vantage Financial Partners (Illinois)
Illinois
$339K +$308K 1 0.17% New
1708
CAM
Carret Asset Management
New York
$338K $0 1 0.04% Maintained
1709
FWP
FAS Wealth Partners
Kansas
$338K $0 1 0.03% Maintained
1710
JFA
JNBA Financial Advisors
Minnesota
$338K -$62.2K 5 0.04% Reduced
1711
GIP
Greatmark Investment Partners
Georgia
$337K $0 1 0.06% Maintained
1712
BAM
Berkshire Asset Management
Pennsylvania
$336K $0 1 0.02% Maintained
1713
Avior Wealth Management
Avior Wealth Management
Nebraska
$335K +$41.3K 5 0.03% Increased
1714
Credit Agricole
Credit Agricole
France
$335K $0 5 0.01% Maintained
1715
GCM
G2 Capital Management
Ohio
$335K +$304K 1 0.12% New
1716
PTC
Petrus Trust Company
Texas
$335K +$332K 1 0.04% New
1717
SSW
Smith Shellnut Wilson
Mississippi
$335K +$9.53K 1 0.17% Increased
1718
BCA
Bay Colony Advisors
Massachusetts
$334K $0 1 0.1% Maintained
1719
HVIA
Hudson Valley Investment Advisors
New York
$333K +$330K 1 0.05% New
1720
RTC
Riverview Trust Company
Washington
$333K $0 1 0.2% Maintained
1721
Conning Inc
Conning Inc
Connecticut
$332K +$43.8K 1 0.01% Increased
1722
IF
Intrua Financial
Texas
$331K +$12.4K 2 0.06% Increased
1723
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$331K -$390K 1 0.02% Reduced
1724
ACM
Argyle Capital Management
Pennsylvania
$330K $0 1 0.1% Maintained
1725
RWP
Ridgecrest Wealth Partners
California
$330K $0 1 0.16% Maintained