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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
1926
Glassman Wealth Services
Glassman Wealth Services
Virginia
$153K +$143 13 0.02% Increased
1927
Marex Group
Marex Group
$153K -$132K 1 0.01% Reduced
1928
Baystate Wealth Management
Baystate Wealth Management
Massachusetts
$149K +$858 4 0.01% Increased
1929
Blume Capital Management
Blume Capital Management
California
$146K $0 2 0.04% Maintained
1930
CCM
CAAS Capital Management
New York
$145K +$143K 1 0.02% New
1931
1900 Wealth Management
1900 Wealth Management
Texas
$143K $0 1 0.01% Maintained
1932
CA
Centerpoint Advisors
Massachusetts
$141K $0 4 0.06% Maintained
1933
Key Financial Inc
Key Financial Inc
Pennsylvania
$136K -$598 5 0.04% Reduced
1934
JGIA
Jackson Grant Investment Advisers
Connecticut
$135K $0 1 0.06% Maintained
1935
POIA
Pin Oak Investment Advisors
Texas
$135K $0 4 0.14% Maintained
1936
FP
Financial Perspectives
Minnesota
$134K +$4.7K 4 0.05% Increased
1937
Hollencrest Capital Management
Hollencrest Capital Management
California
$132K +$21.9K 5 0.01% Increased
1938
EL
EMFO LLC
Florida
$131K $0 1 0.12% Maintained
1939
FCT
Family Capital Trust
Massachusetts
$131K $0 1 0.04% Maintained
1940
Traynor Capital Management
Traynor Capital Management
Pennsylvania
$131K +$27 3 0.01% Increased
1941
Westside Investment Management
Westside Investment Management
California
$130K -$2.95K 3 0.03% Reduced
1942
BWAM
Boyd Watterson Asset Management
Ohio
$128K $0 2 0.05% Maintained
1943
JTC Employer Solutions Trustee
JTC Employer Solutions Trustee
Jersey
$128K $0 1 0.01% Maintained
1944
SAM
S.A. Mason
Michigan
$128K $0 3 0.09% Maintained
1945
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$126K $0 1 0% Maintained
1946
UCB
United Community Bank
South Carolina
$124K +$2.38K 1 0.05% Increased
1947
CTC
Cetera Trust Company
Minnesota
$123K +$122K 2 0.08% New
1948
TA
Teton Advisors
New York
$123K $0 1 0.04% Maintained
1949
BFSG LLC
BFSG LLC
California
$123K +$120K 2 0.02% New
1950
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$123K -$47.6K 4 0.06% Reduced