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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
2051
CYG
Clean Yield Group
Vermont
$86K -$35.1K 4 0.03% Reduced
2052
DP
Denver PWM
Colorado
$84K +$5.52K 1 0.03% Increased
2053
EIP
Ellis Investment Partners
Pennsylvania
$84K +$228 2 0.02% Increased
2054
TFM
TFC Financial Management
Massachusetts
$84K $0 2 0.03% Maintained
2055
STCOSD
Sageworth Trust Company of South Dakota
South Dakota
$83K +$80.9K 3 0.13% New
2056
TAM
Tucker Asset Management
Colorado
$82.4K +$12.5K 2 0.03% Increased
2057
BIA
Bell Investment Advisors
California
$82K +$262 10 0.02% Increased
2058
JHP
James Hambro & Partners
United Kingdom
$82K +$83.1K 1 0.01% New
2059
GLA
Good Life Advisors
Pennsylvania
$80K -$2.72K 1 0.01% Reduced
2060
WPA
West Paces Advisors
Georgia
$79.6K -$39.1K 3 0.02% Reduced
2061
AP
Arlington Partners
Alabama
$78K -$5.18K 6 0.02% Reduced
2062
CPC
Congress Park Capital
New York
$77K -$123K 1 0.04% Reduced
2063
Mather Group
Mather Group
Illinois
$76K +$41.5K 1 0% Increased
2064
HNWAG
High Net Worth Advisory Group
Florida
$74K +$67.1K 2 0.03% New
2065
NIM
NuWave Investment Management
New Jersey
$74K -$4.41K 1 0.08% Reduced
2066
ACP
Arcus Capital Partners
Georgia
$73K +$105K 1 0.02% New
2067
CCA
Column Capital Advisors
Indiana
$71K $0 5 0.01% Maintained
2068
SIC
Samalin Investment Counsel
New York
$71K +$102K 1 0.04% New
2069
GWMI
Guardian Wealth Management (Illinois)
Illinois
$70K +$65.3K 3 0.07% New
2070
KFS
Kelly Financial Services
Massachusetts
$69.3K +$101 3 0.03% Increased
2071
AA
Addison Advisors
Vermont
$69K +$66.4K 6 0.04% Increased
2072
BAM
Bellevue Asset Management
Washington
$69K $0 2 0.04% Maintained
2073
JIR
James Investment Research
Ohio
$69K -$6.68K 1 0.01% Reduced
2074
PCM
Pennsylvania Capital Management
Pennsylvania
$67K $0 1 0.02% Maintained
2075
RBC
Roble Belko & Company
Pennsylvania
$67K +$252K 2 0.01% Increased