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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
TA
Tectonic Advisors
Texas
$267K +$243K 1 0.05% New
1802
SWM
Shelton Wealth Management
Texas
$265K +$241K 1 0.21% New
1803
PHAM
Palisades Hudson Asset Management
Florida
$263K $0 1 0.11% Maintained
1804
PWP
Principle Wealth Partners
Connecticut
$263K $0 1 0.03% Maintained
1805
TCOK
Trust Company of Kansas
Kansas
$263K $0 1 0.14% Maintained
1806
CS
Capital Square
Tennessee
$262K $0 1 0.18% Maintained
1807
TAM
Taurus Asset Management
New York
$262K -$52.3K 1 0.02% Reduced
1808
EHAM
Eagle Harbor Asset Management
Washington
$262K +$321K 1 0.34% New
1809
PFS
Physicians Financial Services
North Carolina
$260K $0 1 0.1% Maintained
1810
WAOI
Wealth Advisors of Iowa
Iowa
$259K $0 1 0.14% Maintained
1811
AWM
Accurate Wealth Management
Florida
$258K +$9.8K 1 0.21% Increased
1812
LCM
Lewis Capital Management
California
$258K +$234K 1 0.27% New
1813
MAM
McLean Asset Management
Virginia
$258K +$3.65K 1 0.1% Increased
1814
FWP
Firethorn Wealth Partners
Georgia
$257K +$291K 1 0.19% New
1815
LIA
LBMC Investment Advisors
Tennessee
$257K -$20.3K 1 0.02% Reduced
1816
PB
Pinnacle Bancorp
Nebraska
$256K +$5.12K 4 0.09% Increased
1817
HCP
Holt Capital Partners
Texas
$254K $0 1 0.04% Maintained
1818
Smithfield Trust
Smithfield Trust
Pennsylvania
$254K $0 4 0.02% Maintained
1819
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$253K -$721 1 0.11% Reduced
1820
QCM
Quest Capital Management
Texas
$253K -$3.08K 1 0.04% Reduced
1821
RCA
Ranch Capital Advisors
Florida
$253K -$135K 1 0.16% Reduced
1822
DLG
Daniel L. Goodwin
$252K $0 1 0.11% Maintained
1823
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$252K +$1.37K 1 0.02% Increased
1824
SAM
SignalPoint Asset Management
Missouri
$252K -$8.99K 1 0.08% Reduced
1825
BB
Berkshire Bank
Massachusetts
$251K +$228K 1 0.06% New