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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
476
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$8.42M +$627K 5 0.34% Increased
477
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$8.38M -$381K 6 0.34% Reduced
478
ECG
Edge Capital Group
Georgia
$8.34M +$430K 3 0.51% Increased
479
CB
Cadence Bank
Mississippi
$8.31M +$171K 2 0.77% Increased
480
SWP
Strategic Wealth Partners
Ohio
$8.29M +$2.06M 2 1.27% Increased
481
Avantax Advisory Services
Avantax Advisory Services
Texas
$8.29M +$370K 3 0.1% Increased
482
CAM
Cypress Asset Management
Texas
$8.21M +$17.7K 2 2.84% Increased
483
LFCM
Long Focus Capital Management
Puerto Rico
$8.15M $0 1 0.46% Maintained
484
LI
Lafayette Investments
Maryland
$8.14M +$151K 1 2.25% Increased
485
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$8.11M +$2.02M 5 0.17% Increased
486
SCM
SKBA Capital Management
California
$8.09M +$487K 1 1.51% Increased
487
Erste Asset Management
Erste Asset Management
Austria
$8.08M +$7.83M 2 0.15% Increased
488
PL
Parthenon LLC
Kentucky
$8.07M $0 3 1.24% Maintained
489
LI
LMCG Investments
Massachusetts
$8.06M -$107K 1 0.54% Reduced
490
GCA
Greenwood Capital Associates
South Carolina
$8.05M -$1.47M 1 1.16% Reduced
491
BL
BCWM LLC
Kansas
$8.03M +$79.1K 1 2.54% Increased
492
HPWA
Hall Private Wealth Advisors
North Carolina
$8M -$700K 2 4.17% Reduced
493
NewEdge Advisors
NewEdge Advisors
Louisiana
$7.98M -$13.1K 11 0.1% Reduced
494
Calamos Wealth Management
Calamos Wealth Management
Illinois
$7.98M -$375K 1 0.63% Reduced
495
AAM
Auxier Asset Management
Oregon
$7.97M +$15.4K 2 1.38% Increased
496
TC
TownSquare Capital
Utah
$7.94M +$1.36M 3 0.17% Increased
497
PCR
Potrero Capital Research
California
$7.9M $0 1 4.71% Maintained
498
Advisory Services Network
Advisory Services Network
Georgia
$7.88M -$540K 14 0.22% Reduced
499
Brookfield Corp
Brookfield Corp
Ontario, Canada
$7.87M +$3.27M 2 0.03% Increased
500
TC
TwinBeech Capital
New York
$7.84M -$44.1M 3 0.16% Reduced