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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
Harvest Fund Management
Harvest Fund Management
China
$260K +$96.8K 1 0.05% Increased
1777
CRWM
Castle Rock Wealth Management
California
$260K $0 1 0.09% Maintained
1778
MAM
McLean Asset Management
Virginia
$260K +$702 1 0.1% Increased
1779
RC
Rovin Capital
Arizona
$259K +$247K 1 0.12% New
1780
V
ViaWealth
Kansas
$259K -$26.7K 1 0.19% Reduced
1781
QT
Quantamental Technologies
New York
$259K +$248K 1 0.11% New
1782
C
Covestor
United Kingdom
$258K -$85.4K 7 0.2% Reduced
1783
MHS
M Holdings Securities
Oregon
$258K -$1.24M 1 0.05% Reduced
1784
HWA
Heartwood Wealth Advisors
Virginia
$257K -$27.1K 1 0.04% Reduced
1785
MAM
Meeder Asset Management
Ohio
$257K -$172K 1 0.02% Reduced
1786
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$257K $0 1 0.09% Maintained
1787
BA
Bristlecone Advisors
Washington
$256K $0 1 0.03% Maintained
1788
BIA
Barry Investment Advisors
Massachusetts
$256K $0 1 0.09% Maintained
1789
CT
Cambridge Trust
Massachusetts
$256K -$22.9K 2 0.01% Reduced
1790
LFA
Legacy Financial Advisors
Kentucky
$256K -$3.04K 1 0.05% Reduced
1791
AT
Arvest Trust
Oklahoma
$255K -$44K 1 0.02% Reduced
1792
FA
Fortis Advisors
Pennsylvania
$254K $0 2 0.18% Maintained
1793
PMAM
Penn Mutual Asset Management
Pennsylvania
$253K +$238K 1 0.23% New
1794
CBFP
Cedar Brook Financial Partners
Ohio
$252K +$11.6K 1 0.06% Increased
1795
RA
Rise Advisors
New York
$251K -$28.6K 4 0.19% Reduced
1796
CAM
Campion Asset Management
Virginia
$251K +$235K 1 0.22% New
1797
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$250K +$257K 1 0.17% New
1798
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$250K -$30.2K 1 0.01% Reduced
1799
SIG North Trading
SIG North Trading
Pennsylvania
$248K +$229K 1 0.01% Increased
1800
CA
Claro Advisors
Massachusetts
$248K -$6.32K 1 0.06% Reduced