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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
WAOI
Wealth Advisors of Iowa
Iowa
$288K $0 1 0.16% Maintained
1702
MWM
Meritas Wealth Management
California
$287K $0 1 0.2% Maintained
1703
PCM
Permanent Capital Management
Illinois
$286K +$391K 1 0.06% New
1704
MCM
Monarch Capital Management
Indiana
$286K $0 1 0.08% Maintained
1705
NRD
Nebula Research & Development
New York
$283K -$2.49M 1 0.05% Reduced
1706
MCF Advisors
MCF Advisors
Kentucky
$282K +$5.28K 6 0.02% Increased
1707
AG
Advocate Group
Minnesota
$282K $0 1 0.06% Maintained
1708
RA
Rise Advisors
New York
$281K -$6.81K 3 0.15% Reduced
1709
DRW Securities
DRW Securities
Illinois
$281K +$50.1K 1 0.01% Increased
1710
NAM
NTV Asset Management
West Virginia
$279K +$5.51K 1 0.04% Increased
1711
KIA
Kraematon Investment Advisors
Massachusetts
$279K +$514 1 0.28% Increased
1712
LWA
Lantern Wealth Advisors
New York
$277K $0 1 0.2% Maintained
1713
SIS
Strategic Investment Solutions
Illinois
$277K +$304K 4 0.09% New
1714
PWM
Purus Wealth Management
California
$276K -$514 1 0.12% Reduced
1715
WPC
Waters Parkerson & Co
Louisiana
$275K +$3.34K 1 0.01% Increased
1716
KW
KWB Wealth
California
$274K -$5.67K 1 0.04% Reduced
1717
Brighton Jones LLC
Brighton Jones LLC
Washington
$274K -$202K 2 0.01% Reduced
1718
ACS
Archford Capital Strategies
Illinois
$274K -$5.92K 1 0.04% Reduced
1719
MCM
Manchester Capital Management
Vermont
$273K +$22.2K 5 0.03% Increased
1720
BWA
Bordeaux Wealth Advisors
California
$272K -$6.43K 1 0.05% Reduced
1721
CIG
Cascade Investment Group
Colorado
$268K +$64.8K 1 0.21% Increased
1722
SFC
Strategic Financial Concepts
Texas
$268K +$7.84M 1 0.16% Increased
1723
SIA
Sage Investment Advisers
New York
$267K +$292K 1 0.3% New
1724
BFG
Berger Financial Group
Minnesota
$266K -$26.5K 1 0.02% Reduced
1725
LCGC
Legacy Capital Group California
California
$266K +$73.2K 1 0.1% Increased