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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
501
NAM
NorthCrest Asset Manangement
Minnesota
$8.21M -$1.41M 1 0.47% Reduced
502
CAM
Cypress Asset Management
Texas
$8.19M -$281K 2 2.97% Reduced
503
SWM
Stockman Wealth Management
Montana
$8.17M +$6.3K 2 1.88% Increased
504
Pathstone Family Office
Pathstone Family Office
New Jersey
$8.14M +$1.22M 7 0.15% Increased
505
HPWA
Hall Private Wealth Advisors
North Carolina
$8.11M -$800K 2 4.61% Reduced
506
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$8.04M +$4.07M 4 0.22% Increased
507
LI
LMCG Investments
Massachusetts
$8.03M -$13.9K 1 0.56% Reduced
508
Avantax Advisory Services
Avantax Advisory Services
Texas
$8M -$35.7K 3 0.11% Reduced
509
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$7.97M -$696K 5 0.01% Reduced
510
2
2Xideas
Switzerland
$7.97M +$912K 1 0.84% Increased
511
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$7.92M +$338K 3 0.08% Increased
512
AAM
Auxier Asset Management
Oregon
$7.9M -$6.07K 2 1.36% Reduced
513
AE Wealth Management
AE Wealth Management
Kansas
$7.89M -$4.47M 7 0.06% Reduced
514
PCR
Potrero Capital Research
California
$7.87M +$513K 1 5.21% Increased
515
LI
Lafayette Investments
Maryland
$7.85M +$22.6K 1 2.21% Increased
516
BL
BCWM LLC
Kansas
$7.81M -$2.28K 1 2.57% Reduced
517
Nissay Asset Management
Nissay Asset Management
Japan
$7.81M -$1.17M 3 0.07% Reduced
518
ECG
Edge Capital Group
Georgia
$7.74M +$477K 2 0.54% Increased
519
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$7.74M $0 1 0.22% Maintained
520
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$7.72M +$113K 6 0.2% Increased
521
Andra AP-fonden
Andra AP-fonden
Sweden
$7.71M -$4.41M 3 0.23% Reduced
522
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$7.68M +$2.59M 5 0.39% Increased
523
CBB
Citizens Business Bank
California
$7.64M -$50.8K 2 1.75% Reduced
524
SCM
SKBA Capital Management
California
$7.58M $0 1 1.4% Maintained
525
CIA
CCM Investment Advisers
South Carolina
$7.56M -$83.8K 1 1.2% Reduced