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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
EW
Element Wealth
Mississippi
$209K +$520 1 0.15% Increased
1827
BBNB
Baker Boyer National Bank
Washington
$208K +$234K 1 0.08% New
1828
PHAM
Palisades Hudson Asset Management
Florida
$208K $0 1 0.11% Maintained
1829
CT
Cambridge Trust
Massachusetts
$207K -$23.6K 2 0.01% Reduced
1830
SGCA
Steel Grove Capital Advisors
Tennessee
$207K +$1.3K 1 0.03% Increased
1831
SMH
Sanders Morris Harris
Texas
$207K +$10K 1 0.04% Increased
1832
CFO
CVA Family Office
Colorado
$206K -$272K 1 0.05% Reduced
1833
FCP
Fidelis Capital Partners
Florida
$206K -$976 1 0.07% Reduced
1834
WAM
WNY Asset Management
New York
$204K -$31.1K 1 0.04% Reduced
1835
SLG
Stanley-Laman Group
Pennsylvania
$204K +$212K 1 0.03% New
1836
NL
NWAM LLC
Washington
$204K -$37.2K 1 0.02% Reduced
1837
CCG
Chatham Capital Group
Georgia
$204K +$211K 1 0.05% New
1838
MSA
Marino Stram & Associates
Massachusetts
$204K +$211K 1 0.06% New
1839
FSA
Franklin Street Advisors
North Carolina
$203K +$210K 1 0.02% New
1840
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$203K -$146K 4 0.01% Reduced
1841
FOA
Five Oceans Advisors
California
$203K $0 1 0.13% Maintained
1842
V
ViaWealth
Kansas
$202K -$65K 1 0.15% Reduced
1843
JFA
JNBA Financial Advisors
Minnesota
$202K -$27.3K 5 0.03% Reduced
1844
FC
Financial Council
Maryland
$202K +$210K 1 0.16% New
1845
GIM
Goelzer Investment Management
Indiana
$201K +$226K 1 0.01% New
1846
BMC
Benin Management Corp
Connecticut
$201K -$10.4K 1 0.07% Reduced
1847
HCP
Holt Capital Partners
Texas
$201K $0 1 0.04% Maintained
1848
PC
Permit Capital
Pennsylvania
$201K $0 2 0.08% Maintained
1849
SWA
SOA Wealth Advisors
New York
$198K $0 4 0.05% Maintained
1850
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$191K $0 1 0.01% Maintained