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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
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$236K $0 1 0.01% Maintained
1827
FOA
Five Oceans Advisors
California
$236K +$38.4K 1 0.15% Increased
1828
MG
Meritage Group
California
$235K -$5.82K 1 0.01% Reduced
1829
UAML
US Asset Management LLC
Pennsylvania
$235K -$27.9K 1 0.25% Reduced
1830
PC
Permit Capital
Pennsylvania
$234K $0 2 0.09% Maintained
1831
NAMM
NorthStar Asset Management (Massachusetts)
Massachusetts
$234K $0 1 0.07% Maintained
1832
AS
AM Squared
Hong Kong
$234K $0 1 0.27% Maintained
1833
FW
FirstPurpose Wealth
Utah
$234K +$9.82K 1 0.1% Increased
1834
EBA
Eagle Bay Advisors
New York
$233K +$43.1K 4 0.13% Increased
1835
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$233K -$730K 1 0% Reduced
1836
HCP
Holt Capital Partners
Texas
$233K $0 1 0.04% Maintained
1837
Brighton Jones LLC
Brighton Jones LLC
Washington
$232K +$105K 2 0.01% Increased
1838
MCM
Manchester Capital Management
Vermont
$230K -$354K 2 0.03% Reduced
1839
WAG
Wallace Advisory Group
California
$230K $0 1 0.18% Maintained
1840
SMH
Sanders Morris Harris
Texas
$230K $0 1 0.05% Maintained
1841
SFA
Seneca Financial Advisors
New York
$230K +$936 1 0.15% Increased
1842
CWA
Centennial Wealth Advisory
Michigan
$230K $0 1 0.12% Maintained
1843
WAM
WNY Asset Management
New York
$229K +$234 1 0.05% Increased
1844
MMG
Monetary Management Group
Missouri
$228K $0 1 0.07% Maintained
1845
PPC
Park Place Capital
Alabama
$227K +$74.9K 2 0.06% Increased
1846
BBW
Blue Barn Wealth
Utah
$226K -$5.18K 1 0.15% Reduced
1847
SWA
SOA Wealth Advisors
New York
$226K -$2.37K 4 0.05% Reduced
1848
PAS
Professional Advisory Services
Florida
$226K $0 1 0.03% Maintained
1849
Geneos Wealth Management
Geneos Wealth Management
Colorado
$226K +$35K 7 0.01% Increased
1850
MA
Modus Advisors
Minnesota
$226K -$20.8K 1 0.1% Reduced