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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
PC
Permit Capital
Pennsylvania
$185K -$19.5K 2 0.06% Reduced
1902
PB
Pinnacle Bancorp
Nebraska
$185K -$12.4K 4 0.06% Reduced
1903
CA
CapWealth Advisors
Tennessee
$184K -$44.3K 1 0.02% Reduced
1904
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$180K -$11.8K 3 0.03% Reduced
1905
AIC
Archer Investment Corporation
Indiana
$180K -$655 4 0.06% Reduced
1906
PWMA
Pension & Wealth Management Advisors
Massachusetts
$178K +$163K 3 0.11% Increased
1907
IGWM
ICA Group Wealth Management
Colorado
$175K +$171K 5 0.04% New
1908
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$173K +$24K 1 0.01% Increased
1909
QC
Quent Capital
New York
$171K -$4.57K 5 0.02% Reduced
1910
CFG
CKW Financial Group
Hawaii
$171K $0 2 0.02% Maintained
1911
TFGT
TS Financial Group (TSFG)
Illinois
$170K -$1.43K 4 0.05% Reduced
1912
AAG
Armstrong Advisory Group
Massachusetts
$170K +$6.26K 5 0.02% Increased
1913
PPC
Park Place Capital
Alabama
$168K +$70.4K 2 0.07% Increased
1914
CWC
Carolinas Wealth Consulting
North Carolina
$165K +$39.8K 4 0.04% Increased
1915
HT
Heritage Trust
Oklahoma
$163K -$67.4K 1 0.02% Reduced
1916
LJHT
Laurie J. Hall Trustee
$160K $0 2 0.06% Maintained
1917
JWA
JFS Wealth Advisors
Pennsylvania
$159K +$21.4K 10 0.01% Increased
1918
RIM
Rockbridge Investment Management
New York
$159K +$160K 5 0.02% New
1919
Rakuten Investment Management
Rakuten Investment Management
Japan
$157K +$155K 3 0% New
1920
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$156K -$4.28K 1 0.03% Reduced
1921
TIM
Thompson Investment Management
Wisconsin
$155K -$75.1K 3 0.03% Reduced
1922
CSB
City State Bank
Iowa
$154K $0 4 0.08% Maintained
1923
TAM
Tucker Asset Management
Colorado
$154K +$19.3K 2 0.04% Increased
1924
TSWM
Tyler-Stone Wealth Management
Ohio
$154K $0 3 0.08% Maintained
1925
SAS
Stelac Advisory Services
New York
$154K $0 1 0.08% Maintained