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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
UMC
United Maritime Capital
New York
$192K -$72.3K 1 1.76% Reduced
1852
NC
NovaPoint Capital
Georgia
$191K $0 1 0.08% Maintained
1853
FPB
First PREMIER Bank
South Dakota
$190K +$2.25K 2 0.06% Increased
1854
TSWM
Tyler-Stone Wealth Management
Ohio
$187K +$19.6K 4 0.12% Increased
1855
Covea Finance
Covea Finance
France
$185K $0 1 0.03% Maintained
1856
OPW
Oxler Private Wealth
New York
$182K +$1.33K 1 0.09% Increased
1857
CWP
Concord Wealth Partners
Virginia
$180K +$37.1K 5 0.05% Increased
1858
EL
EMFO LLC
Florida
$178K -$6.62K 1 0.18% Reduced
1859
AIC
Archer Investment Corporation
Indiana
$177K -$14.9K 3 0.07% Reduced
1860
OSNBOA
Old Second National Bank of Aurora
Illinois
$177K $0 3 0.05% Maintained
1861
ARMC
American Research & Management Company
Massachusetts
$176K $0 3 0.05% Maintained
1862
CFN
Cordasco Financial Network
Florida
$176K +$26.4K 3 0.13% Increased
1863
LJHT
Laurie J. Hall Trustee
$174K -$28.5K 2 0.08% Reduced
1864
TWM
Tradition Wealth Management
Minnesota
$174K $0 3 0.03% Maintained
1865
PM
Parametrica Management
Hong Kong
$172K +$202K 2 0.19% New
1866
MCM
Manchester Capital Management
Vermont
$170K $0 2 0.03% Maintained
1867
CA
Centerpoint Advisors
Massachusetts
$169K -$56.2K 4 0.09% Reduced
1868
ZIG
Zullo Investment Group
Pennsylvania
$169K -$9.13K 4 0.11% Reduced
1869
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$168K -$45.5K 3 0% Reduced
1870
MTIM
Marathon Trading Investment Management
Pennsylvania
$164K +$30.7K 2 0.02% Increased
1871
PVH
Psagot Value Holdings
Israel
$163K +$18.7K 1 0.04% Increased
1872
BAM
Baldrige Asset Management
Pennsylvania
$161K $0 1 0.07% Maintained
1873
TC
Trust Company
Kansas
$158K -$967 1 0.03% Reduced
1874
FCT
Family Capital Trust
Massachusetts
$157K $0 1 0.06% Maintained
1875
JEST
JTC Employer Solutions Trustee
Jersey
$157K $0 1 0.02% Maintained