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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
2151
HF
Halpern Financial
Virginia
$15.8K $0 1 0.01% Maintained
2152
CAM
Costello Asset Management
Pennsylvania
$15K -$2.69K 1 0.01% Reduced
2153
Provida Pension Fund Administrator
Provida Pension Fund Administrator
Chile
$14K $0 1 0% Maintained
2154
CCM
Cribstone Capital Management
Maine
$13.9K $0 1 0.01% Maintained
2155
MFG
Mendota Financial Group
Wisconsin
$13.8K +$14.1K 2 0.02% New
2156
SWM
Sugarloaf Wealth Management
Georgia
$13.2K +$351 2 0% Increased
2157
GCM
Gables Capital Management
Florida
$12.1K +$15.8K 1 0.01% New
2158
WAS
Winch Advisory Services
Wisconsin
$12K $0 1 0.01% Maintained
2159
TLA
Tanglewood Legacy Advisors
Texas
$11.6K +$11.4K 1 0.01% New
2160
Point72 Asset Management
Point72 Asset Management
Connecticut
$11.4K -$4.46M 1 0% Reduced
2161
JMF
Johnson Midwest Financial
Iowa
$11K -$164K 2 0.04% Reduced
2162
LFA
Level Financial Advisors
New York
$11K $0 1 0.01% Maintained
2163
RG
Retirement Group
California
$11K +$9.57K 3 0.01% Increased
2164
PCM
Perritt Capital Management
Illinois
$10.7K +$10.5K 1 0.01% New
2165
PG
Proffitt & Goodson
Tennessee
$9.98K $0 1 0% Maintained
2166
LFA
Legend Financial Advisors
Pennsylvania
$9.96K $0 1 0.01% Maintained
2167
RWM
Ruedi Wealth Management
Illinois
$9.89K +$10.1K 2 0.01% New
2168
TF
TimeScale Financial
Massachusetts
$9.03K $0 2 0% Maintained
2169
AW
Avion Wealth
Texas
$9K $0 1 0% Maintained
2170
BCM
Bourgeon Capital Management
Connecticut
$8.73K +$4.56K 3 0% Increased
2171
CB
Centennial Bank
Arkansas
$8.11K +$8.38K 1 0% New
2172
LWA
Lowe Wealth Advisors
Maryland
$8.11K +$5.13K 2 0% Increased
2173
ADL
Asset Dedication LLC
California
$8K +$1.83K 5 0% Increased
2174
FCMT
Founders Capital Management (Texas)
Texas
$8K $0 1 0.01% Maintained
2175
GGI
Godsey & Gibb Inc
Virginia
$7K +$59 2 0% Increased