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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
2076
MAM
Meeder Asset Management
Ohio
$66.1K -$185K 2 0% Reduced
2077
GJIA
Glass Jacobson Investment Advisors
Maryland
$64.4K -$49.7K 2 0.02% Reduced
2078
Riverbridge Partners
Riverbridge Partners
Minnesota
$61.5K $0 1 0% Maintained
2079
SFO
Standard Family Office
South Dakota
$59.8K +$58.8K 1 0.08% New
2080
JAM
JCIC Asset Management
Ontario, Canada
$59.5K $0 1 0.02% Maintained
2081
PAM
Paradigm Asset Management
New York
$59.4K $0 2 0.02% Maintained
2082
PAG
Paladin Advisory Group
Iowa
$59.3K $0 1 0.05% Maintained
2083
QL
Quarry LP
New York
$58.5K -$18K 3 0.01% Reduced
2084
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$57.7K $0 2 0.02% Maintained
2085
SN
Sittner & Nelson
Oregon
$57.4K +$146 2 0.03% Increased
2086
ACM
Accent Capital Management
Ohio
$57.3K +$11.9K 1 0.05% Increased
2087
WRPWM
Werba Rubin Papier Wealth Management
California
$56.9K +$10.1K 1 0.02% Increased
2088
FFA
Frazier Financial Advisors
Ohio
$56.6K +$4.92K 4 0.05% Increased
2089
MCM
MV Capital Management
Maryland
$56.2K -$4.47K 3 0.01% Reduced
2090
AGC
Aspen Grove Capital
Colorado
$56.2K $0 1 0.02% Maintained
2091
CYG
Clean Yield Group
Vermont
$55.5K -$25.3K 3 0.02% Reduced
2092
KFS
Kelly Financial Services
Massachusetts
$55.3K +$23.5K 3 0.02% Increased
2093
ME
McIlrath & Eck
Washington
$54K $0 2 0.01% Maintained
2094
WMA
Wealth Management Associates
New Jersey
$51.9K -$11.6K 1 0.02% Reduced
2095
OR
Olympiad Research
Connecticut
$51.7K +$39.1K 2 0.03% New
2096
SW
SkyOak Wealth
Michigan
$51.5K $0 1 0.01% Maintained
2097
EWM
Endowment Wealth Management
Wisconsin
$51K +$440 1 0.04% Increased
2098
OFS
OneAscent Financial Services
Alabama
$51K +$4.74K 1 0.01% Increased
2099
SG
StoneX Group
New York
$50.1K +$33.4K 1 0% Increased
2100
SAM
Sycomore Asset Management
France
$50K +$56.9K 1 0.01% New