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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
Barlow Wealth Partners
Barlow Wealth Partners
Kentucky
$2.23M -$12.7K 3 0.29% Reduced
802
FCM
Fieldview Capital Management
Michigan
$2.22M +$439K 2 0.31% Increased
803
CNBTD
Citizens National Bank Trust Department
Mississippi
$2.21M -$686K 4 0.47% Reduced
804
Jain Global
Jain Global
New York
$2.2M +$1.77M 5 0.03% Increased
805
Bahl & Gaynor
Bahl & Gaynor
Ohio
$2.19M -$297K 3 0.01% Reduced
806
EPAM
Evelyn Partners Asset Management
$2.18M +$56.2K 1 0.61% Increased
807
Two Sigma Securities
Two Sigma Securities
New York
$2.17M +$1.04M 7 0.33% Increased
808
Ballentine Partners
Ballentine Partners
Massachusetts
$2.15M +$82.9K 6 0.04% Increased
809
Banque Cantonale Vaudoise
Banque Cantonale Vaudoise
Switzerland
$2.14M +$1.91M 2 0.09% New
810
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$2.14M +$171K 1 0.05% Increased
811
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$2.13M -$4.47M 2 0.24% Reduced
812
WP
WealthPLAN Partners
Nebraska
$2.13M +$341K 1 0.3% Increased
813
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$2.13M -$318K 3 0.05% Reduced
814
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$2.11M -$211K 3 0.09% Reduced
815
DEA
DoubleLine ETF Adviser
Florida
$2.11M -$484K 3 0.7% Reduced
816
VIM
Vista Investment Management
Pennsylvania
$2.1M -$2.18K 1 0.82% Reduced
817
Numerai
Numerai
California
$2.1M +$915K 1 0.4% Increased
818
CoreCap Advisors
CoreCap Advisors
Michigan
$2.1M +$175K 8 0.09% Increased
819
Personal CFO Solutions
Personal CFO Solutions
New Jersey
$2.08M +$121K 5 0.42% Increased
820
Onex Canada Asset Management
Onex Canada Asset Management
Ontario, Canada
$2.07M -$257K 1 0.27% Reduced
821
Bangor Savings Bank
Bangor Savings Bank
Maine
$2.05M -$147K 2 0.19% Reduced
822
NEOS Investment Management
NEOS Investment Management
Connecticut
$2.05M +$342K 3 0.04% Increased
823
City Holding Co
City Holding Co
West Virginia
$2.03M -$478K 3 0.29% Reduced
824
Ostrum Asset Management
Ostrum Asset Management
France
$2.02M -$2.25M 3 0.11% Reduced
825
ORG
Optimist Retirement Group
Washington
$2.02M +$1.23M 1 1.01% Increased