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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
DAM
Delta Asset Management
Tennessee
$127K -$12.4K 4 0.01% Reduced
1827
FP
Financial Perspectives
Minnesota
$127K $0 3 0.06% Maintained
1828
WIM
Westside Investment Management
California
$125K +$40.7K 3 0.29% Increased
1829
PMAM
Penn Mutual Asset Management
Pennsylvania
$123K -$49.3K 1 0.19% Reduced
1830
HWMA
Heritage Wealth Management (Arizona)
Arizona
$122K +$194 2 0.04% Increased
1831
FWM
Focused Wealth Management
New York
$121K -$73.3K 4 0.02% Reduced
1832
SMA
Sage Mountain Advisors
Georgia
$121K +$147K 1 0.02% New
1833
TC
Trust Company
Kansas
$118K +$124K 1 0.03% New
1834
ACM
Antonetti Capital Management
Florida
$116K +$130K 3 0.09% New
1835
CBT
CoreFirst Bank & Trust
Kansas
$116K $0 2 0.08% Maintained
1836
CCM
Cutler Capital Management
Massachusetts
$116K +$10.1K 1 0.04% Increased
1837
TCCM
Timber Creek Capital Management
Massachusetts
$115K $0 2 0.04% Maintained
1838
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$112K -$2.96M 3 0% Reduced
1839
SAM
S.A. Mason
Michigan
$112K $0 2 0.07% Maintained
1840
FCM
Firestone Capital Management
Florida
$110K $0 3 0.04% Maintained
1841
KFI
Key Financial Inc
Pennsylvania
$110K +$439 4 0.06% Increased
1842
FFA
Freedman Financial Associates
Massachusetts
$109K $0 4 0.08% Maintained
1843
KLWA
Kelly Lawrence W & Associates
California
$109K +$25.1K 2 0.02% Increased
1844
WPA
West Paces Advisors
Georgia
$108K -$33.8K 5 0.04% Reduced
1845
Sageworth Trust
Sageworth Trust
Pennsylvania
$108K $0 3 0.01% Maintained
1846
FRA
Front Row Advisors
California
$107K +$3.77K 3 0.05% Increased
1847
JIR
James Investment Research
Ohio
$107K $0 1 0.01% Maintained
1848
CYG
Clean Yield Group
Vermont
$106K $0 4 0.03% Maintained
1849
OIA
Optimum Investment Advisors
Illinois
$105K -$92.4K 1 0.04% Reduced
1850
TIM
Tortoise Investment Management
New York
$105K $0 2 0.02% Maintained