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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
Raymond James Trust
Raymond James Trust
Florida
$3.78M -$119K 4 0.27% Reduced
702
B
Brightworth
Georgia
$3.78M +$3.47M 2 0.92% Increased
703
SWM
Stockman Wealth Management
Montana
$3.75M +$2.19M 1 1.8% Increased
704
MC
MRJ Capital
New York
$3.7M $0 1 2.08% Maintained
705
Montag & Associates
Montag & Associates
Georgia
$3.7M -$5.04K 1 0.4% Reduced
706
CTA
Colonial Trust Advisors
South Carolina
$3.69M +$13.7K 1 0.81% Increased
707
Sterling Capital Management
Sterling Capital Management
North Carolina
$3.66M +$592K 5 0.03% Increased
708
PineBridge Investments
PineBridge Investments
New York
$3.65M -$647K 1 0.09% Reduced
709
SICM
Sustainable Insight Capital Management
New York
$3.65M -$6.1M 1 1.65% Reduced
710
AT
Arden Trust
Delaware
$3.63M -$82.7K 3 0.55% Reduced
711
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$3.63M +$293K 4 0.17% Increased
712
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$3.62M -$160K 3 0.27% Reduced
713
Level Four Advisory Services
Level Four Advisory Services
Texas
$3.61M +$1.79M 3 0.32% Increased
714
EI
EAM Investors
California
$3.6M +$1M 2 0.48% Increased
715
RA
Rational Advisors
New York
$3.6M +$2.66M 1 1.92% Increased
716
MSFP
Mark Sheptoff Financial Planning
Connecticut
$3.59M -$253K 3 2.41% Reduced
717
DTL
Dynamic Technology Lab
Singapore
$3.55M +$1.79M 4 0.58% Increased
718
Stephens Inc
Stephens Inc
Arkansas
$3.54M +$913K 3 0.13% Increased
719
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$3.53M +$307K 2 0.4% Increased
720
FWCM
First Western Capital Management
California
$3.52M -$1.05K 1 2.14% Reduced
721
LDB
Lee, Danner & Bass
Tennessee
$3.51M -$64K 1 0.38% Reduced
722
WIS
Wright Investors Service
Connecticut
$3.49M -$41.8K 2 1.27% Reduced
723
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$3.48M -$101K 3 0.03% Reduced
724
Nippon Life Insurance
Nippon Life Insurance
Japan
$3.47M -$139K 2 0.07% Reduced
725
EP
Edgestream Partners
New Jersey
$3.46M +$3.43M 1 1.84% New