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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
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$4.03M -$182K 3 0.05% Reduced
502
Lido Advisors
Lido Advisors
California
$3.98M +$673K 5 0.01% Increased
503
QIM
Quantitative Investment Management
Virginia
$3.97M +$4.09M 1 0.41% New
504
NEAM
New England Asset Management
Connecticut
$3.95M $0 1 0.5% Maintained
505
CCM
Cohen Capital Management
California
$3.94M -$373K 1 0.61% Reduced
506
Merit Financial Group
Merit Financial Group
Georgia
$3.91M +$321K 6 0.03% Increased
507
Maverick Capital
Maverick Capital
Texas
$3.9M +$437K 2 0.04% Increased
508
Shelton Capital Management
Shelton Capital Management
Colorado
$3.89M -$18.1K 2 0.09% Reduced
509
MC
Moors & Cabot
Massachusetts
$3.88M +$1.99M 5 0.17% Increased
510
William Blair & Company
William Blair & Company
Illinois
$3.86M +$61.5K 6 0.01% Increased
511
Principal Securities
Principal Securities
Iowa
$3.84M -$2.01M 3 0.06% Reduced
512
RBF Capital
RBF Capital
California
$3.8M $0 2 0.19% Maintained
513
PP
Patten & Patten
Tennessee
$3.78M +$32.3K 1 0.23% Increased
514
PF
Prosperitas Financial
California
$3.76M +$505K 1 1.4% Increased
515
Bessemer Group
Bessemer Group
New Jersey
$3.71M +$372K 9 0.01% Increased
516
HP
Havemeyer Place
Connecticut
$3.71M +$1.85M 3 0.43% Increased
517
Tocqueville Asset Management
Tocqueville Asset Management
New York
$3.7M +$2.47K 1 0.05% Increased
518
Brookstone Capital Management
Brookstone Capital Management
Illinois
$3.68M -$48.3K 1 0.04% Reduced
519
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$3.66M +$177K 6 0.05% Increased
520
TCCM
Timber Creek Capital Management
Massachusetts
$3.65M +$618 1 0.88% Increased
521
HIC
Harvey Investment Company
Kentucky
$3.64M $0 2 0.4% Maintained
522
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$3.6M +$2.75M 2 0.05% Increased
523
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$3.59M +$34.5K 5 0.06% Increased
524
BCFS
Butensky & Cohen Financial Security
Florida
$3.53M -$23.7K 1 0.93% Reduced
525
FM
Foster & Motley
Ohio
$3.53M +$642K 1 0.18% Increased