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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
GHAM
Gilman Hill Asset Management
Connecticut
$210K $0 1 0.04% Maintained
1877
Geneos Wealth Management
Geneos Wealth Management
Colorado
$210K -$86.3K 8 0.01% Reduced
1878
HS
Horan Securities
United States
$209K +$4.58K 1 0.11% Increased
1879
LP
LGL Partners
Pennsylvania
$209K +$212K 1 0.03% New
1880
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$209K -$11.9K 1 0.04% Reduced
1881
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$208K $0 1 0.01% Maintained
1882
SFG
Sovereign Financial Group
Connecticut
$207K $0 1 0.06% Maintained
1883
UAML
US Asset Management LLC
Pennsylvania
$207K +$207K 1 0.2% New
1884
LFG
Lockerman Financial Group
California
$207K +$189K 1 0.48% New
1885
TPW
Transatlantique Private Wealth
New York
$207K +$210K 1 0.1% New
1886
FCP
Fidelis Capital Partners
Florida
$207K +$8.36K 1 0.05% Increased
1887
PHAM
Palisades Hudson Asset Management
Florida
$206K $0 1 0.1% Maintained
1888
JCM
Jacobsen Capital Management
Utah
$206K +$203K 1 0.1% New
1889
TCOTS
Trust Company of the South
North Carolina
$206K +$203K 1 0.05% New
1890
SWM
Stockman Wealth Management
Montana
$205K $0 1 0.04% Maintained
1891
CCM
Carlson Capital Management
Minnesota
$205K +$1.19K 1 0.01% Increased
1892
SCG
Sonata Capital Group
Washington
$205K $0 1 0.1% Maintained
1893
JFA
JNBA Financial Advisors
Minnesota
$205K -$12.8K 4 0.02% Reduced
1894
CA
Calton & Associates
Florida
$205K +$201K 1 0.08% New
1895
BBNB
Baker Boyer National Bank
Washington
$203K $0 1 0.07% Maintained
1896
QCM
Qsemble Capital Management
New York
$201K -$2.4M 1 0.05% Reduced
1897
SWA
SOA Wealth Advisors
New York
$200K +$2.51K 4 0.04% Increased
1898
EW
Element Wealth
Mississippi
$200K -$842 1 0.13% Reduced
1899
NICM
Neo Ivy Capital Management
New York
$189K -$1.6M 1 0.42% Reduced
1900
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$188K -$112K 2 0% Reduced