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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
1826
CT
Columbia Trust
Oregon
$218K -$7.89K 1 0.14% Reduced
1827
HFG
Heron Financial Group
New York
$218K $0 1 0.13% Maintained
1828
SMH
Sanders Morris Harris
Texas
$218K -$124K 1 0.05% Reduced
1829
CWA
Centennial Wealth Advisory
Michigan
$217K $0 1 0.14% Maintained
1830
LWP
Legacy Wealth Planning
Nevada
$216K $0 1 0.28% Maintained
1831
CWM
Chesapeake Wealth Management
Virginia
$215K -$3.83K 1 0.07% Reduced
1832
RCA
Resonant Capital Advisors
Wisconsin
$215K +$5.06K 1 0.04% Increased
1833
PMAM
Penn Mutual Asset Management
Pennsylvania
$214K -$89.4K 1 0.24% Reduced
1834
SIA
Soltis Investment Advisors
Utah
$214K -$613K 1 0.04% Reduced
1835
BWA
Burt Wealth Advisors
Maryland
$213K $0 1 0.08% Maintained
1836
Modera Wealth Management
Modera Wealth Management
New Jersey
$213K -$343K 1 0.01% Reduced
1837
SRC
Shufro Rose & Co
New York
$213K $0 1 0.02% Maintained
1838
APA
Allegiant Private Advisors
Florida
$212K $0 1 0.04% Maintained
1839
Hancock Whitney
Hancock Whitney
Mississippi
$212K $0 1 0.01% Maintained
1840
BWP
Baldwin Wealth Partners
Massachusetts
$211K $0 3 0.03% Maintained
1841
MMG
Monetary Management Group
Missouri
$211K $0 1 0.07% Maintained
1842
VCA
Verdence Capital Advisors
Maryland
$209K +$327 1 0.04% Increased
1843
PP
Palladium Partners
Virginia
$208K $0 1 0.01% Maintained
1844
TA
Teton Advisors
New York
$208K $0 1 0.03% Maintained
1845
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$208K +$205K 1 0% New
1846
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$207K +$205K 1 0.05% New
1847
MA
Modus Advisors
Minnesota
$207K +$205K 1 0.1% New
1848
SNS Financial Group
SNS Financial Group
Minnesota
$207K +$212K 1 0.03% New
1849
SFA
Seneca Financial Advisors
New York
$207K +$204K 1 0.15% New
1850
FNBOH
First National Bank of Hutchinson
Kansas
$206K +$206K 1 0.1% New