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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
GIA
Guyasuta Investment Advisors
Pennsylvania
$200K $0 1 0.01% Maintained
1902
IFG Advisory
IFG Advisory
Georgia
$200K -$87.2K 1 0.02% Reduced
1903
LIM
Leavell Investment Management
Alabama
$200K $0 1 0.01% Maintained
1904
MIM
Moseley Investment Management
Florida
$200K -$289K 1 0.11% Reduced
1905
TCM
Traynor Capital Management
Pennsylvania
$196K -$1.25K 2 0.03% Reduced
1906
BWM
BerganKDV Wealth Management
Minnesota
$195K -$92.1K 6 0.02% Reduced
1907
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$193K +$181K 1 0.01% New
1908
TSWM
Tyler-Stone Wealth Management
Ohio
$189K -$24.7K 4 0.1% Reduced
1909
BAM
Baldrige Asset Management
Pennsylvania
$188K $0 1 0.08% Maintained
1910
FCT
Family Capital Trust
Massachusetts
$183K $0 1 0.06% Maintained
1911
Capstone Investment Advisors
Capstone Investment Advisors
New York
$181K -$928K 1 0% Reduced
1912
OSNBOA
Old Second National Bank of Aurora
Illinois
$181K -$2.47M 3 0.05% Reduced
1913
ZB
Zions Bancorporation
Utah
$181K +$13K 5 0.02% Increased
1914
TWM
Tradition Wealth Management
Minnesota
$179K -$4K 3 0.02% Reduced
1915
RIM
Rockbridge Investment Management
New York
$177K +$2.42K 6 0.03% Increased
1916
CWA
Clearview Wealth Advisors
Oregon
$176K -$5.12K 5 0.12% Reduced
1917
BWM
Baystate Wealth Management
Massachusetts
$175K -$3K 2 0.02% Reduced
1918
CBT
Central Bank & Trust
Kentucky
$174K $0 2 0.03% Maintained
1919
TFGT
TS Financial Group (TSFG)
Illinois
$170K -$7.85K 3 0.06% Reduced
1920
MCM
Manchester Capital Management
Vermont
$168K -$199K 2 0.02% Reduced
1921
CWP
Concord Wealth Partners
Virginia
$167K +$5.71K 5 0.04% Increased
1922
FCA
FinTrust Capital Advisors
South Carolina
$167K -$34.1K 6 0.04% Reduced
1923
SW
SkyOak Wealth
Michigan
$163K $0 1 0.05% Maintained
1924
SAM
S.A. Mason
Michigan
$160K +$40.9K 3 0.1% Increased
1925
C
Covestor
United Kingdom
$159K +$50.4K 6 0.11% Increased