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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
626
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$5.37M +$355K 5 0.17% Increased
627
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$5.33M -$31.9K 4 0.3% Reduced
628
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$5.3M -$723K 2 0.15% Reduced
629
CI
Ceera Investments
Texas
$5.29M -$40.4K 1 3.02% Reduced
630
EIA
Eastover Investment Advisors
North Carolina
$5.27M +$149K 1 3.21% Increased
631
Storebrand Asset Management
Storebrand Asset Management
Norway
$5.23M +$54K 5 0.03% Increased
632
GCM
Gibraltar Capital Management
Oklahoma
$5.23M -$641K 1 2.54% Reduced
633
LSWM
Lorne Steinberg Wealth Management
Canada
$5.23M +$87.5K 1 2.46% Increased
634
HA
HHLR Advisors
Cayman Islands
$5.22M +$5.71M 1 0.11% New
635
SAM
Securian Asset Management
Minnesota
$5.21M -$42.8K 4 0.12% Reduced
636
Bahl & Gaynor
Bahl & Gaynor
Ohio
$5.2M -$154K 3 0.03% Reduced
637
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$5.2M -$130K 4 0.07% Reduced
638
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$5.2M +$626K 8 0.24% Increased
639
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$5.19M $0 3 0.12% Maintained
640
Gotham Asset Management
Gotham Asset Management
New York
$5.19M -$6.41M 4 0.17% Reduced
641
FHB
First Hawaiian Bank
Hawaii
$5.17M +$139K 4 0.19% Increased
642
PGA
Portland Global Advisors
Maine
$5.13M +$129K 1 0.98% Increased
643
RI
Redwood Investments
Massachusetts
$5.13M +$387K 1 0.57% Increased
644
AI
AdvisorShares Investments
Maryland
$5.12M +$282K 9 1.43% Increased
645
LCM
Liberty Capital Management
Michigan
$5.12M -$156K 1 1.82% Reduced
646
FM
Freemont Management
Switzerland
$5.11M -$252K 1 0.88% Reduced
647
PCM
Portolan Capital Management
Massachusetts
$5.09M -$3.31M 1 0.51% Reduced
648
TFA
Toth Financial Advisory
Virginia
$5.07M +$601K 3 0.88% Increased
649
WSCM
Wellington Shields Capital Management
New York
$5.06M -$46K 3 0.63% Reduced
650
Prospera Financial Services
Prospera Financial Services
Texas
$5.05M -$1.27M 7 0.26% Reduced