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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
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$218K +$279K 1 0% New
1802
Todd Asset Management
Todd Asset Management
Kentucky
$218K $0 1 0.01% Maintained
1803
Truvestments Capital
Truvestments Capital
Florida
$218K +$2.42K 4 0.14% Increased
1804
JWM
Janiczek Wealth Management
Colorado
$217K +$104K 7 0.07% Increased
1805
VWA
V Wealth Advisors
Kansas
$217K -$451K 1 0.04% Reduced
1806
Biltmore Family Office
Biltmore Family Office
North Carolina
$216K +$5.38K 1 0.05% Increased
1807
Principle Wealth Partners
Principle Wealth Partners
Connecticut
$216K +$14.3K 1 0.02% Increased
1808
SRG
SBB Research Group
Illinois
$215K +$243K 1 0.3% New
1809
LS Investment Advisors
LS Investment Advisors
Michigan
$214K $0 1 0.04% Maintained
1810
SWA
SOA Wealth Advisors
New York
$214K +$20.4K 8 0.06% Increased
1811
HS
Horan Securities
United States
$213K +$1.92K 2 0.13% Increased
1812
JNBA Financial Advisors
JNBA Financial Advisors
Minnesota
$213K -$4.47K 4 0.03% Reduced
1813
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$213K -$74.8K 2 0.02% Reduced
1814
SFA
Seneca Financial Advisors
New York
$212K +$731 1 0.15% Increased
1815
AGA
Accuvest Global Advisors
Utah
$212K $0 1 0.15% Maintained
1816
MMG
Monetary Management Group
Missouri
$212K $0 1 0.07% Maintained
1817
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$211K -$1.08K 1 0.01% Reduced
1818
MA
Modus Advisors
Minnesota
$211K $0 1 0.11% Maintained
1819
PWM
Purus Wealth Management
California
$211K +$5.12K 1 0.19% Increased
1820
SIC
Sterling Investment Counsel
New York
$211K +$224K 1 0.15% New
1821
ARMT
Amica Retiree Medical Trust
Rhode Island
$210K +$136K 1 0.26% Increased
1822
Desjardins Global Asset Management
Desjardins Global Asset Management
Quebec, Canada
$210K -$5.53K 1 0.03% Reduced
1823
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$210K $0 1 0.05% Maintained
1824
Nations Financial Group
Nations Financial Group
Iowa
$210K $0 1 0.03% Maintained
1825
C
CEDRUS
Colorado
$209K $0 1 0.2% Maintained