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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
Eastern Bank
Eastern Bank
Massachusetts
$222K $0 1 0.01% Maintained
1852
CSPAM
Cary Street Partners Asset Management
Virginia
$222K $0 1 0.04% Maintained
1853
WE
Wealth Effects
Massachusetts
$221K +$16.6K 1 0.08% Increased
1854
OWA
One Wealth Advisors
California
$221K +$202K 1 0.04% New
1855
PWS
Peterson Wealth Services
Utah
$221K +$215K 1 0.09% New
1856
GG
Gleason Group
Kentucky
$220K -$194K 3 0.05% Reduced
1857
SWP
Semus Wealth Partners
Florida
$218K -$848K 1 0.18% Reduced
1858
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
$218K +$12.8K 1 0.03% Increased
1859
KCIC
Kuhn & Co Investment Counsel
Illinois
$218K +$214K 1 0.22% New
1860
VCP
Verus Capital Partners
Arizona
$216K -$44.4K 1 0.03% Reduced
1861
FIM
Freedom Investment Management
Connecticut
$216K +$3.97K 1 0.02% Increased
1862
HWA
Heartwood Wealth Advisors
Virginia
$216K $0 1 0.03% Maintained
1863
FCFC
First Citizens Financial Corp
Iowa
$215K $0 1 0.14% Maintained
1864
PCM
Prelude Capital Management
New York
$215K -$194K 1 0.01% Reduced
1865
ERIM
Eagle Ridge Investment Management
Connecticut
$214K $0 1 0.02% Maintained
1866
C
Covestor
United Kingdom
$214K +$10.1K 7 0.15% Increased
1867
CWM
Connecticut Wealth Management
Connecticut
$214K +$210K 1 0.01% New
1868
CAM
Carret Asset Management
New York
$214K -$73.8K 1 0.03% Reduced
1869
LCGC
Legacy Capital Group California
California
$213K +$216K 1 0.08% New
1870
PJWM
Philip James Wealth Mangement
Georgia
$213K +$216K 1 0.16% New
1871
NSB
Norway Savings Bank
Maine
$212K -$5.91K 1 0.09% Reduced
1872
LFA
Legacy Financial Advisors
Kentucky
$212K +$215K 1 0.04% New
1873
DeepCurrents Investment Group
DeepCurrents Investment Group
New York
$212K +$177K 1 0.01% New
1874
LCM
Lazari Capital Management
California
$211K -$45.1K 1 0.12% Reduced
1875
RIA
Richwood Investment Advisors
Ohio
$211K -$65K 1 0.2% Reduced