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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
2201
KFA
Kelleher Financial Advisors
New York
$0 -$465K 0 – Closed
2202
KCM
Kingdon Capital Management
New York
$0 -$10.2M 0 – Closed
2203
KC
Kingfisher Capital
North Carolina
$0 -$29K 0 – Closed
2204
KWM
Kolinsky Wealth Management
New Jersey
$0 -$7K 0 – Closed
2205
LIA
LBMC Investment Advisors
Tennessee
$0 -$239K 0 – Closed
2206
LWM
Lyell Wealth Management
California
$0 -$209K 0 – Closed
2207
M1FG
Mach-1 Financial Group
Arkansas
$0 -$351 1 0% Reduced
2208
MGI
MayTech Global Investments
New York
$0 -$35K 0 – Closed
2209
ML
McAdam LLC
Pennsylvania
$0 -$14K 0 – Closed
2210
MFG
Menard Financial Group
Texas
$0 -$451K 0 – Closed
2211
MWP
Meridian Wealth Partners
Pennsylvania
$0 -$5K 0 – Closed
2212
MBFW
Morton Brown Family Wealth
Pennsylvania
$0 -$4K 0 – Closed
2213
NIMI
Natixis Investment Managers International
France
$0 -$2M 0 – Closed
2214
NCM
Newfoundland Capital Management
Brazil
$0 -$483K 0 – Closed
2215
NLP
Next Level Private
New York
$0 -$313K 0 – Closed
2216
NL
NKCFO LLC
Illinois
$0 -$853K 0 – Closed
2217
NC
Noked Capital
Israel
$0 -$506K 0 – Closed
2218
NI
Noked Israel
Israel
$0 -$506K 0 – Closed
2219
OFA
Oak Family Advisors
Illinois
$0 -$487K 0 – Closed
2220
OF
Outfitter Financial
Maine
$0 -$2.14M 0 – Closed
2221
OCM
Ovata Capital Management
Hong Kong
$0 -$1K 0 – Closed
2222
OFG
Oxford Financial Group
Indiana
$0 -$3K 0 – Closed
2223
PP
Paloma Partners
Connecticut
$0 -$392K 0 – Closed
2224
PCM
Palouse Capital Management
Washington
$0 -$6.18M 0 – Closed
2225
PM
Parametrica Management
Hong Kong
$0 -$172K 0 – Closed