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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
CCG
Ceeto Capital Group
Florida
$251K $0 1 0.1% Maintained
1827
DGAM
Desjardins Global Asset Management
Quebec, Canada
$251K +$249K 1 0.02% New
1828
GAB
German American Bancorp
Indiana
$251K $0 1 0.04% Maintained
1829
IWN
Independent Wealth Network
Iowa
$251K +$11.9K 1 0.15% Increased
1830
JWM
JFG Wealth Management
Colorado
$251K $0 1 0.09% Maintained
1831
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$250K +$247K 1 0.01% New
1832
1SB
1ST Source Bank
Indiana
$249K $0 1 0.01% Maintained
1833
Gradient Investments
Gradient Investments
Minnesota
$249K +$26.4K 10 0.01% Increased
1834
LFA
Legacy Financial Advisors
Kentucky
$249K +$232K 1 0.06% New
1835
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$248K -$94.9K 4 0% Reduced
1836
BCM
Blume Capital Management
California
$247K -$41K 2 0.08% Reduced
1837
FIA
FNY Investment Advisers
New York
$247K -$1.8M 3 0.13% Reduced
1838
HA
Hofer & Associates
California
$247K +$230K 1 0.22% New
1839
MCCP
Mission Creek Capital Partners
California
$247K -$6.76K 1 0.05% Reduced
1840
PC
Permit Capital
Pennsylvania
$246K $0 2 0.07% Maintained
1841
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$245K +$223K 1 0.01% New
1842
BHBT
Burke & Herbert Bank & Trust
Virginia
$244K $0 1 0.14% Maintained
1843
SFA
Seneca Financial Advisors
New York
$244K +$222K 1 0.14% New
1844
CG
Cutler Group
California
$243K +$19.2K 5 0.01% Increased
1845
JWA
JFS Wealth Advisors
Pennsylvania
$243K +$49.1K 8 0.02% Increased
1846
MCA
Magnolia Capital Advisors
Mississippi
$243K +$1.84K 1 0.07% Increased
1847
BWP
Baldwin Wealth Partners
Massachusetts
$242K $0 3 0.02% Maintained
1848
BFIM
Beese Fulmer Investment Management
Ohio
$242K +$225K 1 0.03% New
1849
BBW
Blue Barn Wealth
Utah
$242K +$1.23K 1 0.16% Increased
1850
BA
Bristlecone Advisors
Washington
$242K $0 1 0.03% Maintained