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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
BWFA
Baltimore-Washington Financial Advisors
Maryland
$229K +$79.2K 1 0.02% New
1827
LWM
Liberty Wealth Management
California
$229K +$226K 1 0.08% New
1828
WPW
Warther Private Wealth
Ohio
$229K +$226K 1 0.15% New
1829
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$229K -$124K 1 0.01% Reduced
1830
ADMI
Albert D. Mason Inc
Massachusetts
$228K +$224K 1 0.15% New
1831
PC
Permit Capital
Pennsylvania
$228K $0 2 0.06% Maintained
1832
Connectus Wealth
Connectus Wealth
Ohio
$227K -$6.41K 1 0.01% Reduced
1833
MCCP
Mission Creek Capital Partners
California
$227K $0 1 0.06% Maintained
1834
PAG
Powers Advisory Group
Illinois
$227K $0 1 0.16% Maintained
1835
CA
Centerpoint Advisors
Massachusetts
$226K +$103K 5 0.1% Increased
1836
CSB
City State Bank
Iowa
$226K +$14.7K 5 0.14% Increased
1837
CT
Columbia Trust
Oregon
$225K +$207K 1 0.11% New
1838
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$225K $0 1 0.01% Maintained
1839
PFS
Physicians Financial Services
North Carolina
$225K -$13.3K 1 0.09% Reduced
1840
SFA
Seneca Financial Advisors
New York
$225K +$693 1 0.14% Increased
1841
SCA
Spearhead Capital Advisors
Florida
$224K +$240K 1 0.03% New
1842
BFIM
Beese Fulmer Investment Management
Ohio
$223K $0 1 0.02% Maintained
1843
BA
Bristlecone Advisors
Washington
$223K $0 1 0.03% Maintained
1844
BHBT
Burke & Herbert Bank & Trust
Virginia
$223K -$2K 1 0.14% Reduced
1845
FMTC
Farmers & Merchants Trust Company
California
$223K $0 1 0.06% Maintained
1846
IP
Investment Partners
Ohio
$223K -$209K 1 0.09% Reduced
1847
RCA
Ranch Capital Advisors
Florida
$223K -$10K 1 0.15% Reduced
1848
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$221K -$9.25K 3 0.05% Reduced
1849
LJHT
Laurie J. Hall Trustee
$221K $0 2 0.08% Maintained
1850
TAM
Taurus Asset Management
New York
$221K -$20K 1 0.02% Reduced