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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
FIM
Freedom Investment Management
Connecticut
$241K -$3.33K 1 0.03% Reduced
1752
JFA
JNBA Financial Advisors
Minnesota
$240K -$46K 4 0.04% Reduced
1753
Merit Financial Group
Merit Financial Group
Georgia
$240K +$31.2K 2 0.01% Increased
1754
SCM
SOL Capital Management
Maryland
$240K $0 1 0.05% Maintained
1755
WAOI
Wealth Advisors of Iowa
Iowa
$240K $0 1 0.13% Maintained
1756
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$239K +$177K 3 0.02% Increased
1757
LIA
LBMC Investment Advisors
Tennessee
$239K $0 1 0.03% Maintained
1758
LCM
Lewis Capital Management
California
$239K $0 1 0.34% Maintained
1759
RT
Rockland Trust
Massachusetts
$239K +$261K 1 0.02% New
1760
SAM
Seelaus Asset Management
New Jersey
$239K $0 1 0.18% Maintained
1761
WRM
Weybosset Research & Management
Rhode Island
$238K +$322K 1 0.12% New
1762
CWM
Curi Wealth Management
North Carolina
$237K +$2.72K 4 0.05% Increased
1763
LIM
Leavell Investment Management
Alabama
$237K +$72.9K 1 0.02% Increased
1764
HFG
Heron Financial Group
New York
$236K -$2.85K 1 0.14% Reduced
1765
PFS
Physicians Financial Services
North Carolina
$236K +$536 1 0.11% Increased
1766
SLG
Stanley-Laman Group
Pennsylvania
$236K -$87.3K 1 0.04% Reduced
1767
EC
Enhancing Capital
Pennsylvania
$235K $0 1 0.28% Maintained
1768
OL
Optas LLC
Texas
$235K -$12.6K 1 0.1% Reduced
1769
PC
Permit Capital
Pennsylvania
$235K -$9.28K 2 0.07% Reduced
1770
AWA
Arete Wealth Advisors
Illinois
$234K -$128K 1 0.02% Reduced
1771
AT
Arvest Trust
Oklahoma
$234K +$30.7K 1 0.02% Increased
1772
BWM
BNC Wealth Management
Oregon
$234K +$224K 1 0.12% New
1773
CCM
Carlson Capital Management
Minnesota
$234K -$42.6K 1 0.02% Reduced
1774
JWA
JFS Wealth Advisors
Pennsylvania
$234K -$2.56K 6 0.02% Reduced
1775
PCG
Private Capital Group
Connecticut
$234K -$154K 7 0.18% Reduced