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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
2301
OIM
Oder Investment Management
California
$0 -$159K 0 – Closed
2302
OIS
Okabena Investment Services
Minnesota
$0 -$3.05M 0 – Closed
2303
OLA
Oliver Luxxe Assets
New Jersey
$0 -$5.07M 0 – Closed
2304
PFA
Peak Financial Advisors
Colorado
$0 -$1.21M 0 – Closed
2305
Peconic Partners
Peconic Partners
New York
$0 -$807K 0 – Closed
2306
PWMA
Pension & Wealth Management Advisors
Massachusetts
$0 -$164K 0 – Closed
2307
PCM
Perritt Capital Management
Illinois
$0 -$10.7K 0 – Closed
2308
PFG
Peterson Financial Group
Iowa
$0 -$728K 0 – Closed
2309
PTC
Philadelphia Trust Company
Pennsylvania
$0 -$1.64M 0 – Closed
2310
PCM
Poehling Capital Management
Wisconsin
$0 -$3.63M 0 – Closed
2311
PAM
Premier Asset Management
Illinois
$0 -$227K 0 – Closed
2312
PFM
Premier Fund Managers
United Kingdom
$0 -$6.47M 0 – Closed
2313
QC
QCM Cayman
Texas
$0 -$70.5K 0 – Closed
2314
QWM
QP Wealth Management
New Jersey
$0 -$153K 0 – Closed
2315
QT
Quantamental Technologies
New York
$0 -$497K 0 – Closed
2316
RCM
Radnor Capital Management
Pennsylvania
$0 -$2.71M 0 – Closed
2317
RA
Rational Advisors
New York
$0 -$480K 0 – Closed
2318
RFS
Retirement Financial Solutions
Tennessee
$0 -$2.14K 0 – Closed
2319
RBC
Romano Brothers & Co
Illinois
$0 -$142K 0 – Closed
2320
SAM
Sabadell Asset Management
Spain
$0 -$6.41M 0 – Closed
2321
SIA
Sage Investment Advisers
New York
$0 -$246K 0 – Closed
2322
SL
Savior LLC
Massachusetts
$0 -$538 0 – Closed
2323
SRG
SBB Research Group
Illinois
$0 -$208K 0 – Closed
2324
SWM
Scissortail Wealth Management
Oklahoma
$0 -$573K 0 – Closed
2325
SAM
Scopus Asset Management
New York
$0 -$26.1M 0 – Closed