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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
UAML
US Asset Management LLC
Pennsylvania
$284K $0 1 0.27% Maintained
1777
BA
Bridgewater Advisors
New York
$283K +$13.1K 1 0.06% Increased
1778
Financial Engines Advisors
Financial Engines Advisors
California
$283K -$381K 1 0% Reduced
1779
KCM
KRS Capital Management
Michigan
$283K +$257K 1 0.24% New
1780
EN1L
Engine No 1 LLC
California
$282K +$256K 1 0.06% New
1781
HFG
Heron Financial Group
New York
$282K -$3.08K 1 0.15% Reduced
1782
QPW
Quantum Private Wealth
Florida
$282K +$256K 1 0.11% New
1783
TNA
True North Advisors
Texas
$282K $0 1 0.05% Maintained
1784
3LCM
3D/L Capital Management
Connecticut
$281K +$684 1 0.07% Increased
1785
AT
American Trust
Kentucky
$281K +$278K 1 0.02% New
1786
NR
Newfound Research
Massachusetts
$281K +$155K 2 0.34% Increased
1787
6F
626 Financial
Michigan
$280K +$269K 1 0.17% New
1788
EBA
Eagle Bay Advisors
New York
$279K -$241K 4 0.18% Reduced
1789
BIA
Barry Investment Advisors
Massachusetts
$277K -$1.14K 1 0.07% Reduced
1790
LIA
LS Investment Advisors
Michigan
$277K $0 1 0.04% Maintained
1791
SFG
SevenBridge Financial Group
Pennsylvania
$277K $0 1 0.08% Maintained
1792
SWA
SOA Wealth Advisors
New York
$275K +$1.46K 7 0.07% Increased
1793
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$274K $0 1 0.09% Maintained
1794
SFG
Socha Financial Group
New York
$274K +$248K 1 0.21% New
1795
AI
AXS Investments
New York
$273K +$248K 1 0.06% New
1796
WB
West Bancorporation
Iowa
$273K +$249K 2 0.21% New
1797
COF
Capital One Financial
Virginia
$272K $0 1 0.03% Maintained
1798
BFO
Biltmore Family Office
North Carolina
$270K $0 1 0.05% Maintained
1799
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$270K +$252K 1 0.01% New
1800
VWA
Visionary Wealth Advisors
Illinois
$270K +$10.8K 1 0.02% Increased