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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
1901
MMHP
Murphy Middleton Hinkle & Parker
Georgia
$220K +$205K 1 0.12% New
1902
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$220K +$205K 1 0.01% New
1903
RF
Rollins Financial
Georgia
$220K +$205K 1 0.06% New
1904
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$220K -$45.1K 1 0% Reduced
1905
AA
AlphaMark Advisors
Kentucky
$219K +$1.89K 6 0.08% Increased
1906
LIM
Lagoda Investment Management
New York
$219K $0 1 0.1% Maintained
1907
PWM
Purus Wealth Management
California
$218K +$198K 1 0.14% New
1908
WF
WoodTrust Financial
Wisconsin
$218K +$203K 1 0.05% New
1909
AGM
Alpine Global Management
New York
$217K +$36.7K 1 0.03% Increased
1910
GCP
GSA Capital Partners
United Kingdom
$217K -$1.62M 1 0.03% Reduced
1911
GIA
Guyasuta Investment Advisors
Pennsylvania
$217K +$202K 1 0.01% New
1912
BMC
Benin Management Corp
Connecticut
$216K +$196K 1 0.07% New
1913
TSWM
Tyler-Stone Wealth Management
Ohio
$216K +$207K 4 0.11% New
1914
ARMC
American Research & Management Company
Massachusetts
$215K $0 3 0.05% Maintained
1915
LIM
Leavell Investment Management
Alabama
$215K -$51.3K 1 0.01% Reduced
1916
PP
Palladium Partners
Virginia
$215K +$210K 1 0.01% New
1917
FCA
FinTrust Capital Advisors
South Carolina
$214K -$371K 6 0.05% Reduced
1918
Boothbay Fund Management
Boothbay Fund Management
New York
$213K +$193K 1 0.01% New
1919
SCG
Sonata Capital Group
Washington
$213K -$91.2K 1 0.09% Reduced
1920
KLI
Kelman-Lazarov Inc
Tennessee
$212K +$197K 1 0.07% New
1921
KCFA
Key Client Fiduciary Advisors
New Jersey
$212K +$197K 1 0.18% New
1922
VV
Verity & Verity
South Carolina
$211K -$18.5K 1 0.03% Reduced
1923
CWM
CCG Wealth Management
California
$210K +$191K 1 0.11% New
1924
WMA
Wealth Management Associates
New Jersey
$209K +$805 1 0.11% Increased
1925
Addenda Capital
Addenda Capital
Quebec, Canada
$209K +$207K 1 0.01% New