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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
701
Global Retirement Partners
Global Retirement Partners
California
$1.77M +$1.78M 12 0.03% New
702
OF
Outfitter Financial
Maine
$1.76M -$22K 1 1.23% Reduced
703
OPA
Old Port Advisors
Maine
$1.74M -$124K 1 0.34% Reduced
704
AC
AXQ Capital
New Jersey
$1.73M +$1.32M 2 0.19% Increased
705
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$1.71M -$172K 1 0.03% Reduced
706
Burney Company
Burney Company
Virginia
$1.71M -$79.2K 1 0.05% Reduced
707
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$1.7M -$34.3K 5 0.02% Reduced
708
Savant Capital
Savant Capital
Illinois
$1.7M +$977K 5 0% Increased
709
NG
Novem Group
New York
$1.69M -$29K 2 0.17% Reduced
710
Generali Asset Management
Generali Asset Management
Italy
$1.69M +$997K 2 0.03% Increased
711
Norinchukin Bank
Norinchukin Bank
Japan
$1.68M -$34.7K 3 0.02% Reduced
712
KCM
Kendall Capital Management
Maryland
$1.68M -$171K 2 0.28% Reduced
713
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$1.68M +$1.18M 4 0.01% Increased
714
Boston Trust Walden
Boston Trust Walden
Massachusetts
$1.68M -$111K 3 0.01% Reduced
715
Clearstead Advisors
Clearstead Advisors
Ohio
$1.68M +$1.12M 9 0.02% Increased
716
CT
Caldwell Trust
Florida
$1.67M +$196K 5 0.13% Increased
717
OBAM
ODDO BHF Asset Management
France
$1.66M +$158K 1 0.08% Increased
718
BBP
Banco BTG Pactual
Brazil
$1.65M $0 1 0.14% Maintained
719
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$1.65M +$16.5K 3 0.1% Increased
720
Larson Financial Group
Larson Financial Group
Missouri
$1.65M +$265K 9 0.04% Increased
721
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$1.65M -$88.3K 3 0.05% Reduced
722
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$1.64M +$594K 3 0.05% Increased
723
VIM
Vista Investment Management
Pennsylvania
$1.64M -$20.2K 1 0.49% Reduced
724
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$1.63M -$56.5K 4 0.04% Reduced
725
MWA
Medallion Wealth Advisors
Connecticut
$1.63M -$136K 4 0.51% Reduced