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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
1726
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$228K +$254K 1 0% Increased
1727
PNAA
Pictet North America Advisors
Switzerland
$228K +$864K 1 0.03% New
1728
First Horizon Advisors
First Horizon Advisors
Tennessee
$227K -$116K 3 0.02% Reduced
1729
WAOI
Wealth Advisors of Iowa
Iowa
$226K +$203K 1 0.14% New
1730
AA
Apriem Advisors
California
$225K -$47.5K 1 0.04% Reduced
1731
HPC
Hobart Private Capital
North Carolina
$224K +$201K 1 0.1% New
1732
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$224K +$28.6K 3 0.09% Increased
1733
CX Institutional
CX Institutional
Indiana
$224K +$59.9K 4 0.02% Increased
1734
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$224K +$3.58K 5 0.01% Increased
1735
LWM
Lyell Wealth Management
California
$224K +$210K 1 0.04% New
1736
NCM
Noesis Capital Mangement
Florida
$223K +$210K 1 0.06% New
1737
VV
Verity & Verity
South Carolina
$223K +$208K 1 0.04% New
1738
SWM
SeaCrest Wealth Management
New York
$222K -$48.9K 1 0.03% Reduced
1739
UFF
USA Financial Formulas
Michigan
$222K -$205K 1 0.18% Reduced
1740
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$222K $0 1 0.02% Maintained
1741
XM
XTX Markets
New York
$222K +$199K 1 0.46% New
1742
Csenge Advisory Group
Csenge Advisory Group
Florida
$220K +$199K 1 0.03% New
1743
DLG
Daniel L. Goodwin
$220K +$197K 1 0.13% New
1744
FMW
Farr Miller & Washington
District of Columbia
$220K +$198K 1 0.02% New
1745
SWM
Sculati Wealth Management
Michigan
$220K +$215K 1 0.14% New
1746
BWM
Buckley Wealth Management
Nevada
$219K +$197K 1 0.09% New
1747
CCG
Ceeto Capital Group
Florida
$219K $0 1 0.11% Maintained
1748
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$219K +$197K 1 0.02% New
1749
GAB
German American Bancorp
Indiana
$219K +$197K 1 0.04% New
1750
LIA
LBMC Investment Advisors
Tennessee
$219K +$197K 1 0.03% New