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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
LWP
Lumature Wealth Partners
Georgia
$237K +$236K 1 0.1% New
1802
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$237K -$6.52K 4 0% Reduced
1803
WAOI
Wealth Advisors of Iowa
Iowa
$237K $0 1 0.12% Maintained
1804
LBMC Investment Advisors
LBMC Investment Advisors
Tennessee
$236K $0 1 0.02% Maintained
1805
SAM
Seelaus Asset Management
New Jersey
$236K +$32.3K 1 0.14% Increased
1806
AA
AlphaMark Advisors
Kentucky
$235K +$76 6 0.09% Increased
1807
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$235K +$2.77K 1 0.11% Increased
1808
QPWM
Quadrant Private Wealth Management
Pennsylvania
$235K +$236K 1 0.09% New
1809
DLG
Daniel L. Goodwin
$234K +$3.46K 1 0.1% Increased
1810
Heritage Investment Group
Heritage Investment Group
Florida
$234K +$10K 1 0.17% Increased
1811
HCP
Holt Capital Partners
Texas
$233K $0 1 0.04% Maintained
1812
QPW
Quantum Private Wealth
Florida
$233K -$25.4K 1 0.1% Reduced
1813
Sovereign Financial Group
Sovereign Financial Group
Connecticut
$233K $0 1 0.09% Maintained
1814
All Terrain Financial Advisors
All Terrain Financial Advisors
Minnesota
$231K $0 1 0.09% Maintained
1815
BBW
Blue Barn Wealth
Utah
$231K +$7.41K 1 0.16% Increased
1816
Blume Capital Management
Blume Capital Management
California
$231K +$3K 2 0.08% Increased
1817
1ST Source Bank
1ST Source Bank
Indiana
$230K $0 1 0.01% Maintained
1818
BB
Berkshire Bank
Massachusetts
$230K $0 1 0.05% Maintained
1819
CCG
Ceeto Capital Group
Florida
$230K $0 1 0.11% Maintained
1820
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$230K -$1.39K 1 0.02% Reduced
1821
FNBSF
First National Bank Sioux Falls
South Dakota
$230K +$11.3K 1 0.24% Increased
1822
FOA
Five Oceans Advisors
California
$230K +$227K 1 0.2% New
1823
German American Bancorp
German American Bancorp
Indiana
$230K $0 1 0.03% Maintained
1824
HS
Horan Securities
United States
$230K +$19.8K 2 0.14% Increased
1825
JWM
JFG Wealth Management
Colorado
$230K $0 1 0.07% Maintained