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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
BAM
Blueshift Asset Management
New Jersey
$43.4K -$546K 1 0.01% Reduced
1727
MIM
MTM Investment Management
South Carolina
$43.3K +$41.8K 5 0.01% Increased
1728
Country Trust Bank
Country Trust Bank
Illinois
$42.2K +$14.9K 3 0% Increased
1729
DAM
Delta Asset Management
Tennessee
$41.9K $0 3 0% Maintained
1730
TW
Traveka Wealth
California
$41.8K +$16.7K 1 0.02% Increased
1731
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$41.5K $0 2 0.01% Maintained
1732
MFS
Madrona Financial Services
Washington
$41.4K $0 1 0.01% Maintained
1733
GJIA
Glass Jacobson Investment Advisors
Maryland
$41.4K -$33.9K 2 0.02% Reduced
1734
GW&K Investment Management
GW&K Investment Management
Massachusetts
$41K +$6.45K 5 0% Increased
1735
FDW
Fourth Dimension Wealth
Ohio
$40.8K $0 2 0.02% Maintained
1736
FFA
Frazier Financial Advisors
Ohio
$39.4K +$3.63K 3 0.03% Increased
1737
VCM
Viewpoint Capital Management
Washington
$39.3K $0 1 0.02% Maintained
1738
EWM
Endowment Wealth Management
Wisconsin
$37.9K -$708 1 0.02% Reduced
1739
PAG
Paladin Advisory Group
Iowa
$37.2K +$873 2 0.03% Increased
1740
HJIM
Henry James International Management
New York
$36.6K +$467 1 0.01% Increased
1741
HC
Hurley Capital
New York
$36K -$1.79K 3 0.03% Reduced
1742
TDC
Thompson Davis & Co
Virginia
$34.4K -$13.7K 1 0.02% Reduced
1743
SF
Symphony Financial
Texas
$34.2K +$33.4K 1 0% New
1744
ME
McIlrath & Eck
Washington
$33.9K +$897 4 0% Increased
1745
FUBT
First United Bank & Trust
Maryland
$33.7K $0 1 0.01% Maintained
1746
SAM
Shell Asset Management
Netherlands
$33K +$36.8K 1 0% New
1747
CAIM
Catherine Avery Investment Management
Florida
$32.5K $0 1 0.02% Maintained
1748
CA
Crewe Advisors
Utah
$32K -$479 2 0% Reduced
1749
AWM
Abound Wealth Management
Tennessee
$30.7K -$93 6 0.01% Reduced
1750
WAS
Winch Advisory Services
Wisconsin
$30.6K +$351 3 0.01% Increased