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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
TCB
Texas Capital Bancshares
Texas
$226K -$1.61K 1 0.13% Reduced
1852
HA
Hofer & Associates
California
$225K -$23.7K 1 0.22% Reduced
1853
WB
West Bancorporation
Iowa
$225K -$288K 1 0.15% Reduced
1854
PFS
Physicians Financial Services
North Carolina
$225K $0 1 0.09% Maintained
1855
SCM
Stevens Capital Management
Pennsylvania
$225K -$77.3K 1 0.05% Reduced
1856
OWA
Opal Wealth Advisors
New York
$225K -$1.96K 1 0.11% Reduced
1857
BWA
Burt Wealth Advisors
Maryland
$225K $0 1 0.07% Maintained
1858
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$225K $0 1 0.05% Maintained
1859
SGA
Seaport Global Advisors
Massachusetts
$221K $0 1 0.65% Maintained
1860
VWA
V Wealth Advisors
Kansas
$220K -$11.2K 1 0.04% Reduced
1861
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$220K -$163K 1 0.01% Reduced
1862
FCFC
First Citizens Financial Corp
Iowa
$219K +$208K 1 0.15% New
1863
Todd Asset Management
Todd Asset Management
Kentucky
$219K $0 1 0.01% Maintained
1864
LIA
LS Investment Advisors
Michigan
$218K $0 1 0.04% Maintained
1865
BHWM
Bar Harbor Wealth Management
New Hampshire
$218K $0 1 0.02% Maintained
1866
OL
Optas LLC
Texas
$217K -$17.3K 1 0.07% Reduced
1867
CT
Columbia Trust
Oregon
$217K +$207K 1 0.12% New
1868
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$217K $0 1 0.02% Maintained
1869
HFG
Heron Financial Group
New York
$216K $0 1 0.12% Maintained
1870
EW
Element Wealth
Mississippi
$216K +$203K 1 0.15% New
1871
SA
SL Advisors
New Jersey
$215K $0 1 0.48% Maintained
1872
SFS
Stiles Financial Services
Minnesota
$215K +$1.25K 1 0.11% Increased
1873
MIM
Moseley Investment Management
Florida
$215K +$221K 1 0.13% New
1874
PB
Pinnacle Bancorp
Nebraska
$215K -$2.41K 6 0.07% Reduced
1875
GHAM
Gilman Hill Asset Management
Connecticut
$214K +$204K 1 0.04% New