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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
IPW
Inlet Private Wealth
Florida
$3.03M +$5.44K 2 0.79% Increased
702
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$3.01M -$273K 4 0.06% Reduced
703
NWM
Northcape Wealth Management
New York
$3.01M +$493K 2 0.97% Increased
704
Groupe la Francaise
Groupe la Francaise
France
$3M +$1.07M 1 0.06% Increased
705
WTA
Washington Trust Advisors
Massachusetts
$2.99M -$29.4K 2 0.27% Reduced
706
WCM
Weik Capital Management
Pennsylvania
$2.97M +$78K 1 1.21% Increased
707
WIM
Weitz Investment Management
Nebraska
$2.97M $0 1 0.16% Maintained
708
Level Four Advisory Services
Level Four Advisory Services
Texas
$2.96M +$476K 1 0.12% Increased
709
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$2.96M +$523K 6 0.02% Increased
710
BIA
Beacon Investment Advisors
Maryland
$2.96M +$643K 1 1.4% Increased
711
MIC
Meridian Investment Counsel
California
$2.96M -$85.7K 2 0.87% Reduced
712
Tocqueville Asset Management
Tocqueville Asset Management
New York
$2.96M -$8.84M 2 0.05% Reduced
713
BFIC
Bedell Frazier Investment Counselling
California
$2.94M -$827K 1 0.75% Reduced
714
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$2.91M +$2.58M 1 0.01% New
715
NAAA
New Age Alpha Advisors
New York
$2.89M -$1.33M 4 0.13% Reduced
716
Boston Trust Walden
Boston Trust Walden
Massachusetts
$2.89M -$4.68M 4 0.02% Reduced
717
SIA
SeaBridge Investment Advisors
New Jersey
$2.89M +$2.57M 1 0.62% New
718
MFS
Mirabella Financial Services
United Kingdom
$2.89M +$1.11M 1 0.12% Increased
719
PIM
Plato Investment Management
Australia
$2.87M +$1.4M 4 0.24% Increased
720
Farther Finance Advisors
Farther Finance Advisors
California
$2.86M +$295K 13 0.07% Increased
721
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$2.83M +$27K 2 0.05% Increased
722
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$2.8M +$28.7K 3 0.06% Increased
723
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$2.79M -$374K 4 0.04% Reduced
724
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$2.79M -$2.26M 6 0.05% Reduced
725
FM
Freemont Management
Switzerland
$2.76M -$236K 1 0.91% Reduced