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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
SA
SL Advisors
New Jersey
$274K -$26.7K 1 0.83% Reduced
1727
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$273K $0 1 0.01% Maintained
1728
ACM
Armbruster Capital Management
New York
$273K $0 1 0.08% Maintained
1729
CWA
Clearview Wealth Advisors
Oregon
$273K -$58.9K 6 0.18% Reduced
1730
OBGC
O'Brien Greene & Co
Pennsylvania
$273K +$272K 1 0.11% New
1731
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$273K +$272K 2 0.04% New
1732
OWA
Opal Wealth Advisors
New York
$270K -$969 1 0.29% Reduced
1733
Homrich & Berg
Homrich & Berg
Georgia
$269K +$1.15K 1 0.01% Increased
1734
PNAA
Pictet North America Advisors
Switzerland
$269K +$118K 1 0.03% Increased
1735
SFG
SevenBridge Financial Group
Pennsylvania
$268K $0 1 0.1% Maintained
1736
DBT
Dubuque Bank & Trust
Iowa
$267K +$2.78K 1 0.03% Increased
1737
CCM
Carlson Capital Management
Minnesota
$266K +$1.13K 1 0.05% Increased
1738
Equitable Holdings
Equitable Holdings
New York
$266K -$739K 1 0.01% Reduced
1739
PC
Permit Capital
Pennsylvania
$266K $0 2 0.09% Maintained
1740
BHA
Beech Hill Advisors
New York
$264K -$7.75K 1 0.11% Reduced
1741
Circle Wealth Management
Circle Wealth Management
New Jersey
$264K -$1.2M 1 0.04% Reduced
1742
First Horizon Advisors
First Horizon Advisors
Tennessee
$262K +$28.4K 5 0.02% Increased
1743
LWM
Lyell Wealth Management
California
$262K +$29.7K 2 0.04% Increased
1744
SRC
Sage Rhino Capital
California
$262K +$8.18K 1 0.09% Increased
1745
WI
WrapManager Inc
California
$262K +$23.9K 1 0.07% Increased
1746
HBT
Heartland Bank & Trust
Illinois
$261K -$21.4K 1 0.24% Reduced
1747
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$261K +$270K 1 0.02% New
1748
BFS
Baskin Financial Services
Ontario, Canada
$259K +$258K 1 0.03% New
1749
JI
Jeereddi Investments
California
$255K $0 1 0.18% Maintained
1750
TCWM
Total Clarity Wealth Management
Illinois
$255K -$43.4K 1 0.15% Reduced