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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
FourThought Financial Partners
FourThought Financial Partners
Florida
$235K -$23.3K 1 0.03% Reduced
1827
Mitchell McLeod Pugh & Williams
Mitchell McLeod Pugh & Williams
Alabama
$234K +$214K 1 0.06% New
1828
Intrua Financial
Intrua Financial
Texas
$233K +$951 1 0.03% Increased
1829
NRW
Nova R Wealth
Kansas
$232K +$228K 1 0.15% New
1830
TC
Tacita Capital
Ontario, Canada
$232K $0 2 0.17% Maintained
1831
Regatta Capital Group
Regatta Capital Group
California
$231K +$1.66K 1 0.06% Increased
1832
HC
Hara Capital
Washington
$231K +$234K 1 0.16% New
1833
ADMI
Albert D. Mason Inc
Massachusetts
$230K -$6.5K 1 0.15% Reduced
1834
SCM
SOL Capital Management
Maryland
$230K +$11.1K 1 0.03% Increased
1835
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$230K -$146K 1 0.03% Reduced
1836
Certuity
Certuity
Florida
$230K -$243K 1 0.02% Reduced
1837
Aristeia Capital
Aristeia Capital
Connecticut
$229K +$192K 1 0% New
1838
Trilogy Capital
Trilogy Capital
California
$229K -$32K 1 0.01% Reduced
1839
LFP
Leeward Financial Partners
Washington
$229K -$2.53M 1 0.11% Reduced
1840
C
CEDRUS
Colorado
$228K +$208K 1 0.14% New
1841
SFA
Seneca Financial Advisors
New York
$227K +$713 1 0.13% Increased
1842
Geller Advisors
Geller Advisors
New York
$227K -$12.6K 1 0.02% Reduced
1843
Bristlecone Advisors
Bristlecone Advisors
Washington
$227K -$4.13K 1 0.02% Reduced
1844
Norris Perne & French
Norris Perne & French
Michigan
$227K $0 1 0.02% Maintained
1845
Cambridge Trust
Cambridge Trust
Massachusetts
$226K +$24.6K 2 0.01% Increased
1846
FNC
First National Corp
Massachusetts
$225K -$99.2K 1 0.06% Reduced
1847
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors
South Carolina
$225K +$232K 1 0.02% New
1848
Arden Trust
Arden Trust
Delaware
$225K -$391K 1 0.03% Reduced
1849
American National Bank & Trust
American National Bank & Trust
Texas
$224K -$61.9K 4 0.04% Reduced
1850
MMG
Monetary Management Group
Missouri
$224K -$114K 1 0.07% Reduced