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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
FAG
Fortitude Advisory Group
Washington
$201K +$191K 1 0.15% New
1902
Circle Wealth Management
Circle Wealth Management
New Jersey
$200K +$192K 1 0.03% New
1903
TFP
Tilia Fiduciary Partners
North Carolina
$193K -$7.02K 6 0.17% Reduced
1904
HCM
Hilton Capital Management
New York
$183K +$40.9K 2 0.02% Increased
1905
BWM
Baystate Wealth Management
Massachusetts
$183K +$8.65K 3 0.02% Increased
1906
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$182K +$3.75K 4 0.12% Increased
1907
CFG
CKW Financial Group
Hawaii
$181K +$12.1K 2 0.03% Increased
1908
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$178K +$33.3K 1 0.03% Increased
1909
LJHT
Laurie J. Hall Trustee
$178K $0 2 0.07% Maintained
1910
BCM
Blume Capital Management
California
$178K -$8.93K 2 0.05% Reduced
1911
QC
Quent Capital
New York
$174K +$1.56K 5 0.03% Increased
1912
TFGT
TS Financial Group (TSFG)
Illinois
$174K -$7.31K 4 0.06% Reduced
1913
GSEP
Golden State Equity Partners
California
$170K -$272K 1 0.05% Reduced
1914
TCA
Trifecta Capital Advisors
Illinois
$168K $0 3 0.05% Maintained
1915
CSB
City State Bank
Iowa
$165K $0 4 0.09% Maintained
1916
TSWM
Tyler-Stone Wealth Management
Ohio
$165K +$174K 3 0.09% New
1917
CAG
Compass Advisory Group
New York
$165K $0 1 0.09% Maintained
1918
CA
Centerpoint Advisors
Massachusetts
$164K +$21 4 0.07% Increased
1919
AAG
Armstrong Advisory Group
Massachusetts
$164K -$119K 5 0.02% Reduced
1920
JGIA
Jackson Grant Investment Advisers
Connecticut
$164K +$2.54K 2 0.08% Increased
1921
GWS
Glassman Wealth Services
Virginia
$160K -$36.1K 12 0.03% Reduced
1922
FCT
Family Capital Trust
Massachusetts
$156K $0 1 0.05% Maintained
1923
CBT
Central Bank & Trust
Kentucky
$155K +$116K 2 0.03% Increased
1924
AIC
Archer Investment Corporation
Indiana
$155K -$29K 4 0.06% Reduced
1925
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$154K +$146K 1 0.01% New