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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
726
Sigma Planning Corp
Sigma Planning Corp
Michigan
$3.74M +$876K 5 0.19% Increased
727
AB
Atlas Brown
Kentucky
$3.74M +$8.27K 3 2.58% Increased
728
Institutional & Family Asset Management
Institutional & Family Asset Management
Colorado
$3.73M -$201K 5 0.81% Reduced
729
Intact Investment Management
Intact Investment Management
Quebec, Canada
$3.69M +$653K 2 0.13% Increased
730
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$3.67M -$115K 1 0.39% Reduced
731
PCA
Peddock Capital Advisors
Massachusetts
$3.66M -$21.8K 1 1.95% Reduced
732
BPIM
Brant Point Investment Management
New York
$3.66M +$1.03M 1 0.36% Increased
733
Portland Global Advisors
Portland Global Advisors
Maine
$3.65M +$15.1K 1 1.21% Increased
734
Spinnaker Trust
Spinnaker Trust
Maine
$3.62M -$101K 1 0.36% Reduced
735
Avitas Wealth Management
Avitas Wealth Management
California
$3.59M -$34.4K 1 1% Reduced
736
Parsons Capital Management
Parsons Capital Management
Rhode Island
$3.55M +$51.8K 2 0.39% Increased
737
AlphaCrest Capital Management
AlphaCrest Capital Management
New York
$3.54M +$1.72M 3 0.31% Increased
738
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group
Georgia
$3.54M +$3.46M 2 1.05% New
739
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$3.53M -$8M 7 0.08% Reduced
740
CC
Courier Capital
New York
$3.52M -$310K 2 0.45% Reduced
741
MCA
Mercer Capital Advisers
New Jersey
$3.5M $0 2 2.27% Maintained
742
ASA
Armstrong Shaw Associates
Connecticut
$3.5M +$96.5K 1 3.2% Increased
743
PVWM
Point View Wealth Management
New Jersey
$3.5M +$39.1K 4 1.49% Increased
744
OSNBOA
Old Second National Bank of Aurora
Illinois
$3.49M -$174K 2 1.24% Reduced
745
Laurion Capital Management
Laurion Capital Management
New York
$3.49M +$3.23M 4 0.03% Increased
746
Univest Financial
Univest Financial
Pennsylvania
$3.45M +$41.2K 1 1.09% Increased
747
Laurel Wealth Advisors (California)
Laurel Wealth Advisors (California)
California
$3.44M -$28.5K 2 0.75% Reduced
748
Quadrant Capital Group
Quadrant Capital Group
Ohio
$3.44M +$383K 8 0.54% Increased
749
SouthState Corp
SouthState Corp
Florida
$3.42M -$1.66M 2 0.39% Reduced
750
TWI
Thomas White International
Illinois
$3.41M +$135K 1 0.6% Increased