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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
601
AlphaQuest
AlphaQuest
New York
$2.96M -$1.14M 5 0.19% Reduced
602
Greenland Capital Management
Greenland Capital Management
New York
$2.96M +$3.5M 1 0.3% New
603
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$2.94M +$10.1K 5 0.03% Increased
604
Quadrant Capital Group
Quadrant Capital Group
Ohio
$2.94M -$2.03M 9 0.1% Reduced
605
JWCA
J.W. Cole Advisors
Florida
$2.94M -$478K 6 0.06% Reduced
606
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$2.93M $0 1 0.06% Maintained
607
CNFG
Creegan & Nassoura Financial Group
New Hampshire
$2.93M -$261K 2 1.89% Reduced
608
NEOS Investment Management
NEOS Investment Management
Connecticut
$2.9M +$1.16M 3 0.02% Increased
609
Natixis
Natixis
France
$2.89M +$523K 2 0.01% Increased
610
Kavar Capital Partners Group
Kavar Capital Partners Group
Kansas
$2.88M -$127K 2 0.38% Reduced
611
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$2.87M +$115K 4 0.09% Increased
612
Fisher Funds Management
Fisher Funds Management
New Zealand
$2.87M -$2.32M 1 0.08% Reduced
613
Lido Advisors
Lido Advisors
California
$2.87M -$161K 2 0.01% Reduced
614
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$2.86M -$111K 4 0.03% Reduced
615
Fulton Bank
Fulton Bank
Pennsylvania
$2.84M -$67.2K 2 0.1% Reduced
616
Aureus Asset Management
Aureus Asset Management
Massachusetts
$2.83M +$474K 1 0.18% Increased
617
Sanibel Captiva Trust Company
Sanibel Captiva Trust Company
Florida
$2.83M -$1.45M 2 0.08% Reduced
618
Level Four Advisory Services
Level Four Advisory Services
Texas
$2.82M -$303K 2 0.1% Reduced
619
PF
Prosperitas Financial
California
$2.81M +$413K 1 1.16% Increased
620
Oxbow Advisors
Oxbow Advisors
Texas
$2.81M +$2.88M 1 0.26% New
621
Farther Finance Advisors
Farther Finance Advisors
California
$2.8M +$393K 13 0.04% Increased
622
CCM
Chiron Capital Management
Florida
$2.78M +$248K 3 2.38% Increased
623
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$2.76M +$386K 3 0.04% Increased
624
Addison Capital
Addison Capital
Pennsylvania
$2.76M -$174K 2 0.81% Reduced
625
SBCM
Schwerin Boyle Capital Management
Massachusetts
$2.73M -$267K 1 0.3% Reduced