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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
Geller Advisors
Geller Advisors
New York
$249K +$259K 1 0.03% New
1752
Flow Traders U.S.
Flow Traders U.S.
New York
$249K +$199K 1 0.01% Increased
1753
SWM
Sculati Wealth Management
Michigan
$249K $0 1 0.13% Maintained
1754
Meeder Asset Management
Meeder Asset Management
Ohio
$248K $0 1 0.02% Maintained
1755
FA
Fortis Advisors
Pennsylvania
$247K -$12.8K 1 0.19% Reduced
1756
Keel Point
Keel Point
Alabama
$246K -$25K 2 0.03% Reduced
1757
CapWealth Advisors
CapWealth Advisors
Tennessee
$246K +$23.6K 1 0.03% Increased
1758
CRWM
Castle Rock Wealth Management
California
$246K +$261 1 0.08% Increased
1759
HSWM
Hubbell Strickland Wealth Management
Louisiana
$246K $0 1 0.15% Maintained
1760
I
IMPACTfolio
Colorado
$245K -$24.3K 1 0.18% Reduced
1761
PMAM
Penn Mutual Asset Management
Pennsylvania
$245K $0 1 0.23% Maintained
1762
Thompson Investment Management
Thompson Investment Management
Wisconsin
$244K -$32.3K 3 0.04% Reduced
1763
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$244K +$20.4K 1 0.01% Increased
1764
WIA
Westbourne Investment Advisors
Maryland
$243K $0 1 0.11% Maintained
1765
Brighton Jones LLC
Brighton Jones LLC
Washington
$243K -$5.79K 2 0.01% Reduced
1766
ADMI
Albert D. Mason Inc
Massachusetts
$242K $0 1 0.18% Maintained
1767
CAM
Campion Asset Management
Virginia
$242K $0 1 0.22% Maintained
1768
Intrua Financial
Intrua Financial
Texas
$242K $0 1 0.04% Maintained
1769
WFI
West Family Investments
California
$240K +$270K 2 0.08% New
1770
Regatta Capital Group
Regatta Capital Group
California
$239K -$3.92K 1 0.08% Reduced
1771
Heritage Trust
Heritage Trust
Oklahoma
$238K +$5.17K 1 0.04% Increased
1772
SIC
Schwartz Investment Counsel
Michigan
$238K -$86.5K 1 0.01% Reduced
1773
Breakwater Capital Group
Breakwater Capital Group
New Jersey
$238K -$43.7K 1 0.08% Reduced
1774
TC
Tacita Capital
Ontario, Canada
$238K $0 2 0.19% Maintained
1775
BC
Barrett & Company
Rhode Island
$237K $0 3 0.14% Maintained