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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
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$7.44M +$224K 2 0.16% Increased
552
OFA
Oak Family Advisors
Illinois
$7.44M +$1.38M 1 3.52% Increased
553
FP
Foundry Partners
Minnesota
$7.41M -$2.53M 1 0.46% Reduced
554
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$7.4M +$203K 6 0.13% Increased
555
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$7.4M +$7.82M 5 0.04% New
556
Algert Global
Algert Global
California
$7.36M +$4.81M 3 0.35% Increased
557
TC
Telemus Capital
Michigan
$7.34M -$519K 2 0.68% Reduced
558
AP
Appleton Partners
Massachusetts
$7.33M +$335K 1 0.65% Increased
559
BZWA
Blue Zone Wealth Advisors
California
$7.29M +$4.58M 2 3.2% Increased
560
LI
LMCG Investments
Massachusetts
$7.29M +$1.07M 1 0.49% Increased
561
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$7.2M -$14.9M 1 0.03% Reduced
562
CIA
CCM Investment Advisers
South Carolina
$7.18M -$112K 1 0.99% Reduced
563
NewEdge Advisors
NewEdge Advisors
Louisiana
$7.15M +$943K 11 0.08% Increased
564
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$7.1M +$893K 7 0.27% Increased
565
FRM
Foundation Resource Management
Arkansas
$7.07M -$40.9K 1 1.17% Reduced
566
PL
Parthenon LLC
Kentucky
$7.03M -$226K 2 1.05% Reduced
567
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$6.99M +$760K 9 0.21% Increased
568
ECG
Edge Capital Group
Georgia
$6.95M +$598K 2 0.45% Increased
569
Jump Financial
Jump Financial
Illinois
$6.93M -$877K 7 0.26% Reduced
570
GIA
GHP Investment Advisors
Colorado
$6.89M +$318K 3 0.42% Increased
571
LI
Lafayette Investments
Maryland
$6.87M +$130K 1 1.87% Increased
572
SouthState Corp
SouthState Corp
Florida
$6.86M +$884K 4 0.65% Increased
573
Aviva
Aviva
United Kingdom
$6.73M -$14.2M 2 0.03% Reduced
574
Commerce Bank
Commerce Bank
Missouri
$6.73M -$616K 5 0.05% Reduced
575
Group One Trading
Group One Trading
Illinois
$6.72M +$1.11M 7 0.02% Increased