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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
1851
SW
SlateStone Wealth
Florida
$206K +$204K 1 0.05% New
1852
CF
Clarity Financial
Texas
$205K +$204K 1 0.04% New
1853
LIM
Leavell Investment Management
Alabama
$204K +$201K 1 0.02% New
1854
MSAM
Moloney Securities Asset Management
Missouri
$204K -$94.5K 1 0.04% Reduced
1855
WA
Wealth Architects
California
$204K +$202K 1 0.04% New
1856
BFO
Biltmore Family Office
North Carolina
$203K +$200K 1 0.06% New
1857
COF
Capital One Financial
Virginia
$203K -$8.34K 1 0.03% Reduced
1858
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$203K +$202K 1 0.02% New
1859
HWMA
Heritage Wealth Management (Arizona)
Arizona
$203K +$214K 1 0.11% New
1860
SWM
Sculati Wealth Management
Michigan
$203K -$4.07K 1 0.12% Reduced
1861
ACP
Arcus Capital Partners
Georgia
$202K +$208K 1 0.02% New
1862
MAG
Mayfair Advisory Group
Alabama
$202K -$174K 1 0.36% Reduced
1863
CMBA
C.M. Bidwell & Associates
Hawaii
$201K +$20.5K 2 0.15% Increased
1864
PIA
Pinion Investment Advisors
Kansas
$200K +$4.26K 1 0.19% Increased
1865
VAG
VisionPoint Advisory Group
Texas
$200K +$197K 1 0.1% New
1866
PWMG
Prestige Wealth Management Group
New Jersey
$199K -$1.63K 6 0.05% Reduced
1867
SWA
SOA Wealth Advisors
New York
$197K +$20.9K 6 0.06% Increased
1868
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$189K +$451 3 0.06% Increased
1869
LWM
Liberty Wealth Management
California
$186K $0 4 0.09% Maintained
1870
CB
CNB Bank
Pennsylvania
$185K +$152K 1 0.13% Increased
1871
CIA
CSat Investment Advisory
Michigan
$184K +$56.3K 3 0.15% Increased
1872
MWA
Moser Wealth Advisors
Washington
$184K +$235K 1 0.13% New
1873
WIM
Westside Investment Management
California
$183K -$184K 2 0.48% Reduced
1874
LS
Leelyn Smith
Illinois
$182K -$34.7K 1 0.05% Reduced
1875
AA
AlphaMark Advisors
Kentucky
$178K +$2.85K 5 0.07% Increased