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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
Smithfield Trust
Smithfield Trust
Pennsylvania
$277K +$8.66K 3 0.02% Increased
1752
LCM
Lazari Capital Management
California
$277K +$260K 1 0.16% New
1753
NL
NWAM LLC
Washington
$275K +$38.2K 1 0.02% Increased
1754
BC
Barrett & Company
Rhode Island
$275K -$80.6K 3 0.16% Reduced
1755
SFG
Socha Financial Group
New York
$274K +$936 1 0.14% Increased
1756
MCM
Monarch Capital Management
Indiana
$273K $0 1 0.08% Maintained
1757
IMA
Investment Management Associates
Colorado
$271K $0 1 0.1% Maintained
1758
SFC
Strategic Financial Concepts
Texas
$271K $0 1 0.1% Maintained
1759
TC
Tacita Capital
Ontario, Canada
$270K $0 2 0.2% Maintained
1760
ACP
Aveo Capital Partners
Colorado
$270K +$28.2K 1 0.03% Increased
1761
NPF
Norris Perne & French
Michigan
$270K $0 1 0.02% Maintained
1762
Washington Trust
Washington Trust
Rhode Island
$270K +$37.1K 5 0.01% Increased
1763
PWM
Purus Wealth Management
California
$269K -$2.34K 1 0.17% Reduced
1764
WP
WealthSource Partners
California
$267K -$2.5K 1 0.02% Reduced
1765
CX Institutional
CX Institutional
Indiana
$265K +$252K 1 0.01% New
1766
CIA
Cladis Investment Advisory
Montana
$265K -$7.02K 1 0.23% Reduced
1767
CSPAM
Cary Street Partners Asset Management
Virginia
$264K $0 1 0.05% Maintained
1768
RWM
Revisor Wealth Management
Ohio
$264K -$16.6K 1 0.24% Reduced
1769
FTA
Financial & Tax Architects
Missouri
$264K -$6.25K 1 0.08% Reduced
1770
CC
Claybrook Capital
Massachusetts
$263K $0 1 0.14% Maintained
1771
NSB
Norway Savings Bank
Maine
$262K $0 1 0.14% Maintained
1772
LCM
Lewis Capital Management
California
$262K $0 1 0.37% Maintained
1773
DLG
Daniel L. Goodwin
$260K $0 1 0.12% Maintained
1774
ACM
Argyle Capital Management
Pennsylvania
$260K $0 1 0.09% Maintained
1775
BWA
Bordeaux Wealth Advisors
California
$260K +$247K 1 0.11% New