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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
676
Pine Valley Investments
Pine Valley Investments
New Jersey
$3.29M -$255K 2 0.2% Reduced
677
DA
Dillon & Associates
Michigan
$3.29M -$4.49M 1 0.49% Reduced
678
KWM
Koa Wealth Management
California
$3.28M +$1.33M 1 2.65% Increased
679
AIM
Aigen Investment Management
New York
$3.26M -$1.29M 4 0.52% Reduced
680
NB
Northwest Bancshares
Pennsylvania
$3.26M +$289K 1 0.6% Increased
681
CCM
Chiron Capital Management
Florida
$3.26M +$2.4M 2 2.96% Increased
682
NGA
Naples Global Advisors
Florida
$3.25M -$320K 3 0.31% Reduced
683
SBCM
Schwerin Boyle Capital Management
Massachusetts
$3.25M -$244K 1 0.33% Reduced
684
KOC
Koss-Olinger Consulting
Florida
$3.24M +$988K 2 0.27% Increased
685
OAM
Occidental Asset Management
California
$3.23M +$354K 2 0.49% Increased
686
Journey Strategic Wealth
Journey Strategic Wealth
New Jersey
$3.22M +$4.24K 2 0.11% Increased
687
Sterling Capital Management
Sterling Capital Management
North Carolina
$3.2M +$299K 8 0.05% Increased
688
GWM
Graybill Wealth Management
Illinois
$3.19M +$3.45M 3 1.1% New
689
HR
Howe & Rusling
New York
$3.19M -$7.19M 2 0.27% Reduced
690
Algert Global
Algert Global
California
$3.15M +$1.77M 1 0.08% Increased
691
CWA Asset Management Group
CWA Asset Management Group
Florida
$3.14M +$2.97M 1 0.15% New
692
VPI
Value Partners Investments
Manitoba, Canada
$3.14M +$3.38M 1 0.27% New
693
Congress Wealth Management
Congress Wealth Management
Massachusetts
$3.12M +$2.14M 3 0.04% Increased
694
MFG
MidWestOne Financial Group
Iowa
$3.12M +$626K 1 0.44% Increased
695
Rafferty Asset Management
Rafferty Asset Management
New York
$3.12M -$813K 3 0.01% Reduced
696
Prospera Financial Services
Prospera Financial Services
Texas
$3.1M -$1.6M 4 0.07% Reduced
697
Simplex Trading
Simplex Trading
Illinois
$3.08M -$5.95M 4 0% Reduced
698
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$3.08M -$55.7K 3 0.09% Reduced
699
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$3.04M +$397K 2 0.01% Increased
700
MFWM
Motley Fool Wealth Management
Virginia
$3.04M -$189K 1 0.18% Reduced