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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
BCM
Blume Capital Management
California
$259K -$16.4K 2 0.09% Reduced
1777
Check Capital Management
Check Capital Management
California
$259K $0 1 0.01% Maintained
1778
SSG
Summit Securities Group
New York
$258K -$1.22M 1 0.02% Reduced
1779
SSA
South Street Advisors
New York
$257K +$258K 1 0.05% New
1780
TCB
Texas Capital Bancshares
Texas
$257K -$2.42K 1 0.19% Reduced
1781
YMRC
Yorktown Management & Research Company
Virginia
$257K $0 1 0.2% Maintained
1782
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$256K -$58K 4 0% Reduced
1783
CWA
Centennial Wealth Advisory
Michigan
$254K $0 1 0.16% Maintained
1784
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$254K +$135K 3 0.18% Increased
1785
SMH
Sanders Morris Harris
Texas
$254K $0 1 0.05% Maintained
1786
CPC
Congress Park Capital
New York
$253K +$246K 1 0.13% New
1787
CS
Capital Square
Tennessee
$252K +$269K 1 0.19% New
1788
LWP
Legacy Wealth Planning
Nevada
$252K $0 1 0.29% Maintained
1789
SWA
SOA Wealth Advisors
New York
$252K +$29.3K 6 0.06% Increased
1790
PAS
Professional Advisory Services
Florida
$249K -$20M 1 0.04% Reduced
1791
RiverFront Investment Group
RiverFront Investment Group
Virginia
$249K -$232K 1 0.01% Reduced
1792
SRC
Shufro Rose & Co
New York
$249K $0 1 0.02% Maintained
1793
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$248K -$21.3K 1 0.04% Reduced
1794
BWA
Burt Wealth Advisors
Maryland
$248K $0 1 0.09% Maintained
1795
LIM
Lagoda Investment Management
New York
$247K -$7.61K 1 0.12% Reduced
1796
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$245K -$1.22M 1 0.01% Reduced
1797
FNC
First National Corp
Massachusetts
$244K -$303K 1 0.08% Reduced
1798
VCA
Verdence Capital Advisors
Maryland
$244K $0 1 0.03% Maintained
1799
LIA
LS Investment Advisors
Michigan
$241K -$6.48M 1 0.03% Reduced
1800
PVH
Psagot Value Holdings
Israel
$241K $0 1 0.01% Maintained