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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
CKW Financial Group
CKW Financial Group
Hawaii
$160K $0 2 0.03% Maintained
1902
CSB
City State Bank
Iowa
$156K -$22.3K 4 0.09% Reduced
1903
Zions Bancorporation
Zions Bancorporation
Utah
$155K -$26.1K 5 0.01% Reduced
1904
NC
NovaPoint Capital
Georgia
$155K -$114 1 0.06% Reduced
1905
CWM
Catalyst Wealth Management
Georgia
$154K $0 1 0.14% Maintained
1906
BAM
Baldrige Asset Management
Pennsylvania
$154K -$3.83K 2 0.06% Reduced
1907
SAM
S.A. Mason
Michigan
$154K -$909 3 0.11% Reduced
1908
Vestor Capital
Vestor Capital
Illinois
$153K -$15.5K 2 0.02% Reduced
1909
AP
Arlington Partners
Alabama
$152K +$118K 5 0.02% Increased
1910
JFS Wealth Advisors
JFS Wealth Advisors
Pennsylvania
$151K +$271 9 0.01% Increased
1911
Quent Capital
Quent Capital
New York
$150K +$285 5 0.03% Increased
1912
CWC
Carolinas Wealth Consulting
North Carolina
$149K +$5.54K 4 0.03% Increased
1913
Hollencrest Capital Management
Hollencrest Capital Management
California
$149K -$12.4K 4 0.02% Reduced
1914
Brighton Jones LLC
Brighton Jones LLC
Washington
$148K -$208K 1 0.01% Reduced
1915
BWM
Bullock Wealth Management
Indiana
$146K +$148K 3 0.13% New
1916
Park Place Capital
Park Place Capital
Alabama
$145K -$10.9K 2 0.04% Reduced
1917
TAM
Tucker Asset Management
Colorado
$144K +$20.5K 3 0.04% Increased
1918
EL
EMFO LLC
Florida
$144K $0 1 0.14% Maintained
1919
JTC Employer Solutions Trustee
JTC Employer Solutions Trustee
Jersey
$144K $0 1 0.02% Maintained
1920
Larson Financial Group
Larson Financial Group
Missouri
$143K -$2.04K 8 0.02% Reduced
1921
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$143K -$16.7K 3 0.03% Reduced
1922
TA
Teton Advisors
New York
$139K $0 1 0.04% Maintained
1923
HB
Horizon Bancorp
Indiana
$139K -$3.96K 1 0.09% Reduced
1924
KLWA
Kelly Lawrence W & Associates
California
$138K $0 2 0.04% Maintained
1925
SC
Steph & Co
Wisconsin
$138K +$138K 1 0.09% New