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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
BIA
Barry Investment Advisors
Massachusetts
$253K +$257 1 0.09% Increased
1752
RA
Ruggaard & Associates
Ohio
$252K -$28.1K 2 0.12% Reduced
1753
MWM
Mattern Wealth Management
Kansas
$251K $0 1 0.06% Maintained
1754
MAM
McLean Asset Management
Virginia
$251K +$2.83K 1 0.08% Increased
1755
MAM
Milestone Asset Management
Pennsylvania
$251K +$274K 1 0.06% New
1756
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$251K -$19.6K 1 0.01% Reduced
1757
BCA
Bay Colony Advisors
Massachusetts
$250K +$2.34K 1 0.04% Increased
1758
BCFD
Boit C.F. David
$250K $0 2 0.13% Maintained
1759
Smartleaf Asset Management
Smartleaf Asset Management
Massachusetts
$250K +$119K 9 0.04% Increased
1760
NAMM
NorthStar Asset Management (Massachusetts)
Massachusetts
$249K $0 1 0.06% Maintained
1761
BIP
Blueprint Investment Partners
North Carolina
$249K -$49K 1 0.05% Reduced
1762
CH
Cromwell Holdings
Wyoming
$248K +$258K 3 0.15% New
1763
BAM
Blueshift Asset Management
New Jersey
$248K +$282K 1 0.08% New
1764
CWM
Concentric Wealth Management
California
$246K $0 1 0.06% Maintained
1765
SPWM
Schrum Private Wealth Management
Florida
$245K $0 1 0.22% Maintained
1766
TLP
Trinity Legacy Partners
Texas
$245K -$347 1 0.07% Reduced
1767
SFA
Seneca Financial Advisors
New York
$244K +$1.03K 1 0.13% Increased
1768
CIAS
Capital Investment Advisory Services
North Carolina
$243K -$3.44K 1 0.03% Reduced
1769
TL
Tradewinds LLC
North Carolina
$243K +$243K 1 0.07% New
1770
AFM
Abbot Financial Management
Massachusetts
$243K $0 1 0.13% Maintained
1771
DCM
DGS Capital Management
New Jersey
$242K -$39K 2 0.07% Reduced
1772
Quadrature Capital
Quadrature Capital
United Kingdom
$242K -$2.98M 1 0% Reduced
1773
SPWG
Sage Private Wealth Group
Illinois
$242K +$9.74K 1 0.2% Increased
1774
PIM
Paradice Investment Management
Colorado
$240K $0 1 0.04% Maintained
1775
MMG
Monetary Management Group
Missouri
$238K $0 1 0.06% Maintained