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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
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$222K -$1.89M 1 0.01% Reduced
1902
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors
South Carolina
$221K $0 1 0.02% Maintained
1903
WWP
WR Wealth Planners
Missouri
$221K +$225K 8 0.07% New
1904
EW
Element Wealth
Mississippi
$221K +$507 1 0.13% Increased
1905
Truvestments Capital
Truvestments Capital
Florida
$220K -$184K 3 0.08% Reduced
1906
Heartwood Wealth Advisors
Heartwood Wealth Advisors
Virginia
$220K $0 1 0.03% Maintained
1907
Chatham Capital Group
Chatham Capital Group
Georgia
$220K +$205K 1 0.04% New
1908
Marino Stram & Associates
Marino Stram & Associates
Massachusetts
$220K +$205K 1 0.05% New
1909
Fidelis Capital Partners
Fidelis Capital Partners
Florida
$220K -$6.78K 1 0.03% Reduced
1910
Mitchell McLeod Pugh & Williams
Mitchell McLeod Pugh & Williams
Alabama
$220K $0 1 0.05% Maintained
1911
Bouchey Financial Group
Bouchey Financial Group
New York
$220K +$204K 1 0.02% New
1912
Carret Asset Management
Carret Asset Management
New York
$218K $0 1 0.03% Maintained
1913
FC
Financial Council
Maryland
$218K +$203K 1 0.13% New
1914
WIA
Westbourne Investment Advisors
Maryland
$218K $0 1 0.08% Maintained
1915
TA
Tactive Advisors
Florida
$217K +$202K 1 0.12% New
1916
Empirical Wealth Management
Empirical Wealth Management
Washington
$217K +$202K 1 0.01% New
1917
PMSA
Patrick M. Sweeney & Associates
Illinois
$216K +$201K 1 0.18% New
1918
Grant Street Asset Management
Grant Street Asset Management
Pennsylvania
$215K +$201K 1 0.07% New
1919
HS
Horan Securities
United States
$215K +$1.32K 1 0.1% Increased
1920
SWM
Sculati Wealth Management
Michigan
$214K -$9.14K 1 0.09% Reduced
1921
CIG
Cascade Investment Group
Colorado
$214K +$200K 1 0.16% New
1922
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$213K $0 1 0.01% Maintained
1923
FHWM
Fox Hill Wealth Management
Massachusetts
$213K +$198K 1 0.14% New
1924
Certuity
Certuity
Florida
$212K -$43K 1 0.02% Reduced
1925
Community Trust & Investment
Community Trust & Investment
Kentucky
$212K -$85.7K 1 0.01% Reduced