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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
SAM
S.A. Mason
Michigan
$150K $0 3 0.12% Maintained
1877
BWM
Baystate Wealth Management
Massachusetts
$149K $0 2 0.02% Maintained
1878
JEST
JTC Employer Solutions Trustee
Jersey
$149K $0 1 0.02% Maintained
1879
BAM
Baldrige Asset Management
Pennsylvania
$148K -$9.32K 1 0.07% Reduced
1880
IMA
Investment Management Associates
Colorado
$148K -$2.26M 1 0.07% Reduced
1881
QC
Quent Capital
New York
$145K -$1.92K 5 0.03% Reduced
1882
GWS
Glassman Wealth Services
Virginia
$143K +$19.7K 11 0.03% Increased
1883
ANBT
American National Bank & Trust
Texas
$142K +$141K 4 0.03% Increased
1884
TA
Teton Advisors
New York
$142K $0 1 0.03% Maintained
1885
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$138K -$7.88K 3 0% Reduced
1886
TSWM
Tyler-Stone Wealth Management
Ohio
$138K -$25.9K 4 0.11% Reduced
1887
HCP
Hexagon Capital Partners
Arkansas
$137K +$72.8K 6 0.04% Increased
1888
KFI
Key Financial Inc
Pennsylvania
$135K $0 6 0.06% Maintained
1889
1WM
1900 Wealth Management
Texas
$133K $0 1 0.02% Maintained
1890
POIA
Pin Oak Investment Advisors
Texas
$133K -$15.9K 5 0.17% Reduced
1891
FMP
Financial Management Professionals
Texas
$132K +$103K 5 0.03% Increased
1892
Arax Advisory Partners
Arax Advisory Partners
Colorado
$131K +$15.3K 7 0.02% Increased
1893
FCA
FinTrust Capital Advisors
South Carolina
$131K -$18.6K 5 0.03% Reduced
1894
OIA
Optimum Investment Advisors
Illinois
$130K -$520 2 0.07% Reduced
1895
FP
Financial Perspectives
Minnesota
$129K $0 4 0.07% Maintained
1896
LIM
Lagoda Investment Management
New York
$129K $0 1 0.09% Maintained
1897
CFG
CKW Financial Group
Hawaii
$128K $0 2 0.02% Maintained
1898
PAM
Paradigm Asset Management
New York
$127K +$35.8K 2 0.04% Increased
1899
Fred Alger Management
Fred Alger Management
New York
$125K +$43.8K 1 0% Increased
1900
ZB
Zions Bancorporation
Utah
$124K -$12.7K 5 0.01% Reduced