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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
1801
BCM
Brasada Capital Management
Texas
$176K +$162K 1 0.04% New
1802
AC
Aristides Capital
Kentucky
$174K -$708K 1 0.06% Reduced
1803
CHA
Carmichael Hill & Associates
Maryland
$173K $0 4 0.1% Maintained
1804
AA
AlphaMark Advisors
Kentucky
$166K +$98.6K 4 0.06% Increased
1805
OPW
Oxler Private Wealth
New York
$165K +$155K 1 0.09% New
1806
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$163K $0 1 0.01% Maintained
1807
Tidal Investments
Tidal Investments
Wisconsin
$163K +$59.4K 1 0.01% Increased
1808
RIM
Rockbridge Investment Management
New York
$161K $0 5 0.03% Maintained
1809
CMBA
C.M. Bidwell & Associates
Hawaii
$160K -$244K 1 0.13% Reduced
1810
CFN
Cordasco Financial Network
Florida
$160K -$6.88K 4 0.13% Reduced
1811
CWM
Curi Wealth Management
North Carolina
$160K +$151K 5 0.12% New
1812
JWA
JFS Wealth Advisors
Pennsylvania
$155K +$1.58K 4 0.03% Increased
1813
FFA
Freedman Financial Associates
Massachusetts
$153K +$143K 4 0.14% New
1814
WPA
West Paces Advisors
Georgia
$150K -$1.58K 4 0.07% Reduced
1815
POIA
Pin Oak Investment Advisors
Texas
$147K $0 4 0.12% Maintained
1816
TA
Teton Advisors
New York
$147K $0 1 0.02% Maintained
1817
MA
MANA Advisors
New York
$145K +$128K 1 2.68% New
1818
FCT
Family Capital Trust
Massachusetts
$143K $0 1 0.04% Maintained
1819
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$142K -$20.4K 1 0.01% Reduced
1820
FWP
Firethorn Wealth Partners
Georgia
$140K +$102K 1 0.15% New
1821
NL
NWAM LLC
Washington
$140K $0 1 0.02% Maintained
1822
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$136K +$128K 1 0.01% New
1823
JWM
Janiczek Wealth Management
Colorado
$131K +$86.3K 6 0.06% Increased
1824
CCA
Childress Capital Advisors
Texas
$128K +$121K 4 0.07% New
1825
GLLW
Graves Light Lenhart Wealth
Virginia
$128K +$122K 3 0.02% New