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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
EWM
Endurance Wealth Management
Rhode Island
$229K +$526 5 0.03% Increased
1827
LWM
Liberty Wealth Management
California
$226K +$4.28K 4 0.09% Increased
1828
6M
6 Meridian
Kansas
$224K -$229K 1 0.02% Reduced
1829
FFS
Founders Financial Securities
Maryland
$223K +$225K 1 0.04% New
1830
PP
Palladium Partners
Virginia
$221K -$5.25K 1 0.01% Reduced
1831
PWMG
Prestige Wealth Management Group
New Jersey
$221K +$4.75K 7 0.06% Increased
1832
QCM
Quest Capital Management
Texas
$221K +$214K 1 0.04% New
1833
ABTD
Arvest Bank Trust Division
Oklahoma
$220K +$242K 1 0.01% New
1834
AIM
Axiom Investment Management
New York
$220K -$138K 1 0.17% Reduced
1835
CT
Columbia Trust
Oregon
$220K -$4.23K 1 0.13% Reduced
1836
VWA
Visionary Wealth Advisors
Illinois
$218K -$48.6K 1 0.02% Reduced
1837
APA
Allegiant Private Advisors
Florida
$217K $0 1 0.04% Maintained
1838
1SB
1ST Source Bank
Indiana
$216K +$210K 1 0.01% New
1839
IAM
Iridian Asset Management
Connecticut
$216K +$238K 1 0% New
1840
MMG
Monetary Management Group
Missouri
$216K $0 1 0.07% Maintained
1841
GSWM
Golden State Wealth Management
California
$214K +$207K 1 0.05% New
1842
KWMG
King Wealth Management Group
Florida
$214K +$208K 1 0.04% New
1843
LJHT
Laurie J. Hall Trustee
$214K -$35.1K 2 0.08% Reduced
1844
SIA
Soltis Investment Advisors
Utah
$214K -$5.17K 1 0.03% Reduced
1845
BHBT
Burke & Herbert Bank & Trust
Virginia
$213K +$206K 1 0.14% New
1846
HHGC
Hunting Hill Global Capital
New York
$213K +$235K 1 0.06% New
1847
OIA
Optimum Investment Advisors
Illinois
$213K -$25K 3 0.07% Reduced
1848
SFA
Seneca Financial Advisors
New York
$213K +$704 1 0.14% Increased
1849
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$212K $0 1 0.04% Maintained
1850
SIG
Sargent Investment Group
Maryland
$212K +$206K 1 0.05% New