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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
Gradient Investments
Gradient Investments
Minnesota
$207K -$2.91K 9 0.01% Reduced
1777
KWMG
King Wealth Management Group
Florida
$206K -$9.11K 1 0.04% Reduced
1778
MMPW
Mitchell McLeod Pugh & Williams
Alabama
$206K +$206K 1 0.08% New
1779
LA
Latitude Advisors
Florida
$205K +$216K 1 0.06% New
1780
LP
LGL Partners
Pennsylvania
$204K $0 1 0.12% Maintained
1781
NRS
Neville Rodie & Shaw
New York
$204K -$17K 1 0.02% Reduced
1782
SMC
Smith, Moore & Co
Missouri
$203K $0 1 0.03% Maintained
1783
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$202K -$26.4K 3 0.15% Reduced
1784
TCOK
Trust Company of Kansas
Kansas
$202K $0 1 0.12% Maintained
1785
6M
6 Meridian
Kansas
$201K -$11.9K 1 0.02% Reduced
1786
Busey Bank
Busey Bank
Illinois
$201K -$10.7K 1 0.01% Reduced
1787
LIM
Lagoda Investment Management
New York
$201K -$21.2K 1 0.1% Reduced
1788
OFG
OmniStar Financial Group
North Carolina
$201K +$202K 1 0.24% New
1789
PWMG
Prestige Wealth Management Group
New Jersey
$201K +$2.6K 7 0.05% Increased
1790
OPW
Oxler Private Wealth
New York
$200K +$202K 1 0.09% New
1791
MMG
Monetary Management Group
Missouri
$195K $0 1 0.05% Maintained
1792
ARMC
American Research & Management Company
Massachusetts
$190K -$43.7K 3 0.04% Reduced
1793
FCB
First Command Bank
Texas
$188K -$19.9K 4 0.03% Reduced
1794
FCFS
First Command Financial Services
Texas
$188K -$19.9K 4 0.03% Reduced
1795
MCM
Manchester Capital Management
Vermont
$184K -$210K 2 0.03% Reduced
1796
FPB
First PREMIER Bank
South Dakota
$182K +$52.4K 3 0.05% Increased
1797
ALAM
Asahi Life Asset Management
Japan
$181K -$176K 1 0.02% Reduced
1798
BAM
Baldrige Asset Management
Pennsylvania
$179K $0 1 0.07% Maintained
1799
JWA
JFS Wealth Advisors
Pennsylvania
$176K +$96.2K 4 0.02% Increased
1800
FCT
Family Capital Trust
Massachusetts
$174K $0 1 0.05% Maintained