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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
FCP
Fidelis Capital Partners
Florida
$214K +$1.73K 1 0.08% Increased
1877
CL
CIM LLC
New York
$213K -$841K 1 0.04% Reduced
1878
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$212K -$10.9K 1 0.01% Reduced
1879
VCP
Verus Capital Partners
Arizona
$212K -$41.5K 1 0.03% Reduced
1880
BBP
Banco BTG Pactual
Brazil
$212K +$196K 1 0.08% New
1881
FCM
Fourpath Capital Management
Oklahoma
$212K +$9.46K 1 0.26% Increased
1882
CIAS
Capital Investment Advisory Services
North Carolina
$211K +$1.25K 1 0.02% Increased
1883
FAFN
First Affirmative Financial Network
Colorado
$211K -$47K 1 0.21% Reduced
1884
PWP
Principle Wealth Partners
Connecticut
$210K -$11.2K 1 0.02% Reduced
1885
SWM
Stockman Wealth Management
Montana
$209K -$8.45M 1 0.04% Reduced
1886
SCG
Sonata Capital Group
Washington
$209K +$199K 1 0.11% New
1887
CCM
Carlson Capital Management
Minnesota
$208K +$198K 1 0.01% New
1888
WE
Wealth Effects
Massachusetts
$208K +$198K 1 0.09% New
1889
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$208K -$13.4K 1 0.02% Reduced
1890
LWM
Liberty Wealth Management
California
$208K -$4.11K 1 0.05% Reduced
1891
SIMG
Sonora Investment Management Group
Arizona
$208K -$40.9K 1 0.02% Reduced
1892
CWM
Curi Wealth Management
North Carolina
$208K -$7.14K 1 0.03% Reduced
1893
BMC
Benin Management Corp
Connecticut
$207K +$197K 1 0.07% New
1894
IGWM
ICA Group Wealth Management
Colorado
$206K -$1.03M 5 0.05% Reduced
1895
IF
IRON Financial
Illinois
$206K +$193K 1 0.11% New
1896
CPRC
Consolidated Portfolio Review Corp
New York
$204K $0 1 0.05% Maintained
1897
MMPW
Mitchell McLeod Pugh & Williams
Alabama
$204K +$217K 1 0.06% New
1898
WFA
Woodward Financial Advisors
North Carolina
$202K +$194K 1 0.15% New
1899
SGCA
Steel Grove Capital Advisors
Tennessee
$201K +$191K 1 0.03% New
1900
FVWA
Foster Victor Wealth Advisors
South Carolina
$201K +$11.4K 1 0.02% Increased