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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
BA
Bristlecone Advisors
Washington
$211K +$205K 1 0.03% New
1852
FMTC
Farmers & Merchants Trust Company
California
$211K +$205K 1 0.06% New
1853
MA
Mosaic Advisors
Texas
$211K +$205K 1 0.14% New
1854
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$211K +$205K 1 0.03% New
1855
WA
Wealth Architects
California
$211K +$1.17K 1 0.04% Increased
1856
Busey Bank
Busey Bank
Illinois
$210K +$203K 1 0.01% New
1857
TCOK
Trust Company of Kansas
Kansas
$210K +$203K 1 0.12% New
1858
EBSAM
Eubel Brady & Suttman Asset Management
Ohio
$209K -$106K 4 0.02% Reduced
1859
IP
Investment Partners
Ohio
$209K +$203K 1 0.1% New
1860
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$208K $0 1 0.02% Maintained
1861
AC
Abbrea Capital
California
$207K +$201K 1 0.03% New
1862
MAM
McLean Asset Management
Virginia
$207K $0 1 0.09% Maintained
1863
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$207K -$6.1K 1 0% Reduced
1864
BA
Bluesphere Advisors
Pennsylvania
$206K +$209K 1 0.18% New
1865
FWM
Focused Wealth Management
New York
$206K +$45.3K 5 0.03% Increased
1866
HWMG
Hurlow Wealth Management Group
Indiana
$206K +$209K 1 0.14% New
1867
ICP
Interchange Capital Partners
Pennsylvania
$206K $0 1 0.32% Maintained
1868
NAM
NorthCoast Asset Management
Connecticut
$206K +$200K 1 0.01% New
1869
VCM
Vivaldi Capital Management
Illinois
$205K +$189K 1 0.04% New
1870
CWM
Chesapeake Wealth Management
Virginia
$204K -$16K 1 0.07% Reduced
1871
IFG
Investors Financial Group
Minnesota
$204K $0 1 0.11% Maintained
1872
LIM
Leavell Investment Management
Alabama
$204K $0 1 0.02% Maintained
1873
TP
Tranquility Partners
Tennessee
$204K +$204K 1 0.11% New
1874
SAM
Secure Asset Management
Michigan
$203K +$204K 1 0.1% New
1875
WIM
Westside Investment Management
California
$202K +$80.9K 3 0.47% Increased