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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
1751
FPB
First PREMIER Bank
South Dakota
$85K $0 4 0.04% Maintained
1752
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$84K -$282K 3 0% Reduced
1753
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$84K $0 3 0.03% Maintained
1754
MF
Manchester Financial
California
$84K +$80.8K 2 0.03% New
1755
TIM
Tortoise Investment Management
New York
$81K $0 1 0.02% Maintained
1756
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$80K +$44.5K 3 0% Increased
1757
FEG
Financial Enhancement Group
Indiana
$77K -$1.63K 3 0.02% Reduced
1758
GTAM
Global Trust Asset Management
Florida
$77K $0 2 0.05% Maintained
1759
FRA
Front Row Advisors
California
$75K -$79 3 0.05% Reduced
1760
FWM
Fairhaven Wealth Management
Illinois
$74K +$70.7K 1 0.06% New
1761
DP
Denver PWM
Colorado
$73K -$101K 1 0.04% Reduced
1762
TH
Timber Hill
Connecticut
$71K -$28.8K 1 0.07% Reduced
1763
BC
Barnett & Company
Tennessee
$69K +$8.91K 2 0.04% Increased
1764
KWM
Keebeck Wealth Management
Illinois
$68K +$68K 1 0.02% New
1765
RWB
RMR Wealth Builders
New Jersey
$68K +$68.9K 2 0.07% New
1766
PO
Private Ocean
California
$67K +$42.5K 1 0.02% Increased
1767
TFGT
TS Financial Group (TSFG)
Illinois
$66K +$892 4 0.05% Increased
1768
CAC
Certified Advisory Corp
Florida
$64K -$19.2K 5 0.02% Reduced
1769
CCA
Column Capital Advisors
Indiana
$64K +$64.9K 5 0.03% New
1770
Advisory Alpha
Advisory Alpha
Michigan
$60.8K +$38.4K 4 0.01% Increased
1771
CBT
Central Bank & Trust
Kentucky
$60K -$453K 2 0.01% Reduced
1772
LWA
Lowe Wealth Advisors
Maryland
$60K $0 2 0.03% Maintained
1773
ME
McIlrath & Eck
Washington
$60K +$43.1K 3 0.03% Increased
1774
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$60K -$22K 1 0% Reduced
1775
EIP
Ellis Investment Partners
Pennsylvania
$58K +$189 1 0.02% Increased