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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
1876
SMC
Smith, Moore & Co
Missouri
$231K $0 1 0.03% Maintained
1877
AFM
Andesa Financial Management
Pennsylvania
$230K +$214K 1 0.11% New
1878
MA
Modus Advisors
Minnesota
$230K -$50.8K 1 0.1% Reduced
1879
ZIG
Zullo Investment Group
Pennsylvania
$230K +$220K 4 0.12% New
1880
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$229K +$208K 1 0.04% New
1881
LCM
LCM Capital Management
Illinois
$229K +$214K 1 0.18% New
1882
PAG
Powers Advisory Group
Illinois
$229K +$220K 1 0.16% New
1883
Flow Traders U.S.
Flow Traders U.S.
New York
$228K -$15.9K 1 0.01% Reduced
1884
OPW
Oxler Private Wealth
New York
$228K $0 1 0.09% Maintained
1885
SA
Shilanski & Associates
Alaska
$228K +$212K 1 0.1% New
1886
TFP
Tilia Fiduciary Partners
North Carolina
$228K +$220K 7 0.18% New
1887
HS
Horan Securities
United States
$227K +$212K 2 0.14% New
1888
Merit Financial Group
Merit Financial Group
Georgia
$227K +$211K 1 0.02% New
1889
RT
Rockland Trust
Massachusetts
$225K +$210K 1 0.01% New
1890
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$224K -$3.31M 1 0% Reduced
1891
VCM
Vivaldi Capital Management
Illinois
$224K +$208K 1 0.05% New
1892
FRM
Fox Run Management
Connecticut
$223K -$768K 1 0.13% Reduced
1893
AIM
Axiom Investment Management
New York
$222K +$207K 1 0.22% New
1894
SAM
Seelaus Asset Management
New Jersey
$222K +$202K 1 0.12% New
1895
CSB
City State Bank
Iowa
$221K +$204K 5 0.14% New
1896
PPW
Pinnacle Private Wealth
Massachusetts
$221K +$219K 1 0.07% New
1897
SIG
Sargent Investment Group
Maryland
$221K +$206K 1 0.05% New
1898
WFA
Woodward Financial Advisors
North Carolina
$221K +$215K 1 0.22% New
1899
First Merchants Corp
First Merchants Corp
Indiana
$220K +$205K 1 0.02% New
1900
GSWM
Golden State Wealth Management
California
$220K -$23.8K 1 0.04% Reduced