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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
WAOI
Wealth Advisors of Iowa
Iowa
$241K $0 1 0.13% Maintained
1802
ARMC
American Research & Management Company
Massachusetts
$240K -$325K 3 0.05% Reduced
1803
Gradient Investments
Gradient Investments
Minnesota
$240K +$165K 9 0.01% Increased
1804
LIA
LBMC Investment Advisors
Tennessee
$240K +$5.87K 1 0.02% Increased
1805
TC
Truvestments Capital
Florida
$238K -$24.3K 4 0.13% Reduced
1806
COF
Capital One Financial
Virginia
$237K $0 1 0.03% Maintained
1807
SNS Financial Group
SNS Financial Group
Minnesota
$237K $0 1 0.03% Maintained
1808
FMW
Farr Miller & Washington
District of Columbia
$236K $0 1 0.02% Maintained
1809
MSAM
Moloney Securities Asset Management
Missouri
$236K +$1.75K 1 0.04% Increased
1810
BFO
Biltmore Family Office
North Carolina
$235K $0 1 0.07% Maintained
1811
DLG
Daniel L. Goodwin
$235K $0 1 0.11% Maintained
1812
BWM
Buckley Wealth Management
Nevada
$234K $0 1 0.08% Maintained
1813
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$234K -$12.9K 2 0.09% Reduced
1814
CBFP
Cedar Brook Financial Partners
Ohio
$234K -$6.43K 1 0.07% Reduced
1815
CCG
Ceeto Capital Group
Florida
$234K $0 1 0.11% Maintained
1816
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$234K $0 1 0.02% Maintained
1817
GAB
German American Bancorp
Indiana
$234K -$1.17K 1 0.04% Reduced
1818
JWM
JFG Wealth Management
Colorado
$234K +$235K 1 0.1% New
1819
RCA
Resonant Capital Advisors
Wisconsin
$234K $0 1 0.05% Maintained
1820
NorthRock Partners
NorthRock Partners
Minnesota
$233K -$6.81K 1 0.02% Reduced
1821
Modera Wealth Management
Modera Wealth Management
New Jersey
$232K $0 1 0.01% Maintained
1822
CC
Cipher Capital
New York
$231K -$8.61M 1 0.13% Reduced
1823
ER
Enlightenment Research
Florida
$231K +$204K 1 0.29% Increased
1824
TA
Tectonic Advisors
Texas
$230K -$279K 1 0.05% Reduced
1825
BWP
Baldwin Wealth Partners
Massachusetts
$229K $0 3 0.02% Maintained