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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
551
CIA
Covington Investment Advisors
Pennsylvania
$3.54M $0 1 2.41% Maintained
552
First Horizon Advisors
First Horizon Advisors
Tennessee
$3.52M +$2.38M 3 0.57% Increased
553
HKIM
Hayek Kallen Investment Management
Alabama
$3.5M -$7.9K 1 2.89% Reduced
554
BII
Baring International Investment
United Kingdom
$3.49M -$17.6M 1 0.16% Reduced
555
HJA
Hugh Johnson Advisors
New York
$3.46M +$127K 2 1.47% Increased
556
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$3.45M +$1.99K 2 0.25% Increased
557
WDA
Wendell David Associates
New Hampshire
$3.42M +$254K 1 0.82% Increased
558
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$3.41M -$11.3K 3 0.14% Reduced
559
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$3.37M +$19.2K 3 0.02% Increased
560
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.35M -$125K 1 1.53% Reduced
561
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$3.3M -$453K 2 0.2% Reduced
562
PPCM
Pillar Pacific Capital Management
California
$3.27M +$17.5K 1 0.72% Increased
563
DnB Asset Management
DnB Asset Management
Norway
$3.25M +$538K 4 0.09% Increased
564
Jones Financial Companies
Jones Financial Companies
Missouri
$3.24M +$199K 3 0.03% Increased
565
CWA
Constellation Wealth Advisors
New York
$3.24M $0 1 0.37% Maintained
566
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$3.22M +$594K 5 0.14% Increased
567
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$3.21M -$14.7K 2 0.03% Reduced
568
BBI
Baxter Bros Inc
Connecticut
$3.19M +$748K 1 1.75% Increased
569
DWA
Dorsey Wright & Associates
California
$3.19M -$298 1 0.45% Reduced
570
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$3.16M +$63.1K 1 2.54% Increased
571
PAM
Private Asset Management
California
$3.15M +$26.1K 1 0.6% Increased
572
AT
Arden Trust
Delaware
$3.14M -$1.14M 2 0.4% Reduced
573
BFO
Boston Family Office
Massachusetts
$3.13M -$14.1K 2 0.45% Reduced
574
Burney Company
Burney Company
Virginia
$3.1M +$170K 3 0.35% Increased
575
FBT
First Bankers Trust
Kentucky
$3.09M +$108K 2 1.63% Increased