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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
1776
CBFP
Cedar Brook Financial Partners
Ohio
$243K -$8.34K 1 0.08% Reduced
1777
GSEP
Golden State Equity Partners
California
$243K +$231K 1 0.14% New
1778
ICP
Interchange Capital Partners
Pennsylvania
$243K -$1.44M 1 0.13% Reduced
1779
IFG
Investors Financial Group
Minnesota
$241K +$210K 1 0.14% New
1780
MCCP
Mission Creek Capital Partners
California
$241K $0 1 0.04% Maintained
1781
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$240K +$6.76K 3 0.09% Increased
1782
HCP
Holt Capital Partners
Texas
$240K $0 1 0.05% Maintained
1783
JWM
Jeppson Wealth Management
California
$240K -$2.94K 1 0.14% Reduced
1784
Coldstream Capital Management
Coldstream Capital Management
Washington
$237K +$11.5K 1 0.01% Increased
1785
GTAM
Global Trust Asset Management
Florida
$237K -$72K 3 0.13% Reduced
1786
OIA
Optimum Investment Advisors
Illinois
$237K +$50.7K 4 0.07% Increased
1787
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$235K -$3.62M 1 0.05% Reduced
1788
Maven Securities
Maven Securities
Jersey
$235K +$250K 1 0.01% New
1789
NCM
Noesis Capital Mangement
Florida
$235K +$4.09K 1 0.05% Increased
1790
PVH
Psagot Value Holdings
Israel
$235K -$7.44K 1 0.01% Reduced
1791
WAOI
Wealth Advisors of Iowa
Iowa
$235K $0 1 0.13% Maintained
1792
LIM
Lagoda Investment Management
New York
$234K $0 1 0.12% Maintained
1793
MMHP
Murphy Middleton Hinkle & Parker
Georgia
$234K +$233K 1 0.14% New
1794
NorthRock Partners
NorthRock Partners
Minnesota
$234K +$14.4K 1 0.02% Increased
1795
TF
Tompkins Financial
New York
$234K +$46.6K 3 0.04% Increased
1796
HPC
Hobart Private Capital
North Carolina
$233K $0 1 0.1% Maintained
1797
GIA
Gladstone Institutional Advisory
Florida
$233K +$202K 1 0.04% New
1798
OFS
OneAscent Financial Services
Alabama
$233K +$14.4K 1 0.23% Increased
1799
VWA
Visionary Wealth Advisors
Illinois
$232K +$14.9K 1 0.02% Increased
1800
PB
Pinnacle Bancorp
Nebraska
$231K +$29.5K 4 0.11% Increased