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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
801
Argent Trust Co
Argent Trust Co
Tennessee
$1.26M -$108K 2 0.04% Reduced
802
LECAP Asset Management
LECAP Asset Management
United Kingdom
$1.26M +$3.82K 2 0.54% Increased
803
Platform Technology Partners
Platform Technology Partners
New York
$1.25M +$139K 1 0.2% Increased
804
Lebenthal Global Advisors
Lebenthal Global Advisors
New York
$1.25M +$20.3K 1 0.17% Increased
805
Fragasso Financial Advisors
Fragasso Financial Advisors
Pennsylvania
$1.25M +$9.8K 1 0.07% Increased
806
Syon Capital
Syon Capital
California
$1.25M +$11.5K 3 0.05% Increased
807
Miller Global Investments
Miller Global Investments
Texas
$1.24M -$31K 2 1.02% Reduced
808
Candriam SCA
Candriam SCA
Luxembourg
$1.24M -$114K 1 0.01% Reduced
809
AdvisorShares Investments
AdvisorShares Investments
Maryland
$1.23M -$4.4M 3 0.15% Reduced
810
Greenline Partners
Greenline Partners
New York
$1.23M $0 1 0.12% Maintained
811
PT
Plimoth Trust
Massachusetts
$1.22M -$58.3K 1 0.24% Reduced
812
Autumn Glory Partners
Autumn Glory Partners
Texas
$1.22M +$1.23M 1 0.35% New
813
Central Trust Company
Central Trust Company
Missouri
$1.21M -$357K 4 0.02% Reduced
814
Personal CFO Solutions
Personal CFO Solutions
New Jersey
$1.2M +$191K 4 0.17% Increased
815
Gen-Wealth Partners
Gen-Wealth Partners
Michigan
$1.19M +$152K 2 0.33% Increased
816
Indivisible Partners
Indivisible Partners
Florida
$1.19M +$757K 4 0.07% Increased
817
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$1.19M -$78.2K 3 0.01% Reduced
818
Headlands Technologies
Headlands Technologies
Illinois
$1.19M -$2.69M 3 0.13% Reduced
819
Retirement Planning Company of New England
Retirement Planning Company of New England
Rhode Island
$1.18M +$159K 2 0.42% Increased
820
Stablepoint Partners
Stablepoint Partners
Massachusetts
$1.18M -$4.01K 1 0.16% Reduced
821
Belpointe Asset Management
Belpointe Asset Management
Nevada
$1.18M -$152K 3 0.04% Reduced
822
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$1.17M -$439K 1 0.01% Reduced
823
Marshall Financial Group (Maryland)
Marshall Financial Group (Maryland)
Maryland
$1.17M +$205K 1 0.17% Increased
824
Capital Group Private Client Services
Capital Group Private Client Services
California
$1.17M -$314K 2 0.02% Reduced
825
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$1.16M +$715K 1 0.01% Increased