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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
Personal Capital Advisors
Personal Capital Advisors
California
$281K -$13K 1 0% Reduced
1752
ACM
Armbruster Capital Management
New York
$280K $0 1 0.08% Maintained
1753
JWM
Jeppson Wealth Management
California
$280K $0 1 0.15% Maintained
1754
PI
Pettee Investors
Connecticut
$279K $0 1 0.13% Maintained
1755
CP
Covenant Partners
Tennessee
$276K -$74.1K 1 0.1% Reduced
1756
CCM
Carlson Capital Management
Minnesota
$275K +$2.11K 1 0.04% Increased
1757
NCM
Noesis Capital Mangement
Florida
$275K $0 1 0.06% Maintained
1758
AFM
Andesa Financial Management
Pennsylvania
$273K -$18K 1 0.08% Reduced
1759
IF
Intrua Financial
Texas
$272K $0 1 0.07% Maintained
1760
CreativeOne Wealth
CreativeOne Wealth
Kansas
$271K +$263K 1 0.02% New
1761
PHAM
Palisades Hudson Asset Management
Florida
$271K $0 1 0.12% Maintained
1762
AWM
Accurate Wealth Management
Florida
$268K +$269K 1 0.24% New
1763
PFS
Physicians Financial Services
North Carolina
$267K $0 1 0.11% Maintained
1764
HFG
Heron Financial Group
New York
$265K +$15.8K 1 0.15% Increased
1765
SCM
SOL Capital Management
Maryland
$265K $0 1 0.05% Maintained
1766
Todd Asset Management
Todd Asset Management
Kentucky
$264K +$13.1K 1 0.01% Increased
1767
SFSIG
San Francisco Sentry Investment Group
California
$263K -$948K 5 0.14% Reduced
1768
CIM
Contravisory Investment Management
Massachusetts
$262K -$405K 2 0.08% Reduced
1769
PB
Pinnacle Bancorp
Nebraska
$262K -$4.81K 4 0.12% Reduced
1770
HCP
Holt Capital Partners
Texas
$261K $0 1 0.05% Maintained
1771
MCCP
Mission Creek Capital Partners
California
$261K $0 1 0.04% Maintained
1772
3LCM
3D/L Capital Management
Connecticut
$260K +$704 1 0.06% Increased
1773
MWM
MinichMacGregor Wealth Management
New York
$260K $0 1 0.09% Maintained
1774
BHWM
Bar Harbor Wealth Management
New Hampshire
$259K $0 1 0.02% Maintained
1775
BIA
Barry Investment Advisors
Massachusetts
$259K +$1.41K 1 0.07% Increased