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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
DP
Dearborn Partners
Illinois
$1.98M +$23K 1 0.17% Increased
802
CO
Caldwell & Orkin
Georgia
$1.98M -$158K 1 1.1% Reduced
803
BSWMG
Barrington Strategic Wealth Management Group
Illinois
$1.98M -$2.88K 1 1.21% Reduced
804
First Allied Advisory Services
First Allied Advisory Services
California
$1.97M +$410K 4 0.13% Increased
805
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$1.97M +$131K 3 0.48% Increased
806
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$1.97M -$750K 2 0.11% Reduced
807
LNB
Ledyard National Bank
$1.96M -$699K 2 0.35% Reduced
808
SIM
Sentry Investment Management
Wisconsin
$1.96M -$268K 2 0.09% Reduced
809
GIA
Guyasuta Investment Advisors
Pennsylvania
$1.93M +$760K 2 0.26% Increased
810
CB
Chemical Bank
Michigan
$1.93M -$138K 2 0.25% Reduced
811
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$1.91M -$7.02K 2 0.02% Reduced
812
CI
CAZ Investments
Texas
$1.91M +$33.5K 1 1.35% Increased
813
CA
Cullinan Associates
Kentucky
$1.9M -$2.47M 1 0.15% Reduced
814
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.89M $0 1 0.2% Maintained
815
K
Kemper
Illinois
$1.84M $0 2 0.58% Maintained
816
NewEdge Advisors
NewEdge Advisors
Louisiana
$1.84M +$83.7K 1 1.31% Increased
817
First National Trust
First National Trust
Pennsylvania
$1.83M +$1.16M 2 0.31% Increased
818
GEM
Global Endowment Management
North Carolina
$1.83M +$88.2K 1 0.29% Increased
819
NG
Northstar Group
New York
$1.82M -$33.8K 1 1.4% Reduced
820
RC
Roundview Capital
New Jersey
$1.82M -$1.49M 1 0.72% Reduced
821
PMFA
Plante Moran Financial Advisors
Michigan
$1.81M -$39.2K 5 1.26% Reduced
822
DL
Delta Lloyd
Netherlands
$1.81M $0 3 0.06% Maintained
823
AF
Ally Financial
Michigan
$1.81M +$270K 1 0.19% Increased
824
TYCC
Texas Yale Capital Corp
Florida
$1.81M $0 3 0.15% Maintained
825
EIM
Emerson Investment Management
Massachusetts
$1.8M +$2.3K 1 0.33% Increased