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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
926
BIM
Beach Investment Management
Pennsylvania
$810K $0 1 1.07% Maintained
927
NME
Notis-McConarty Edward
$810K $0 1 0.56% Maintained
928
SNT
Security National Trust
West Virginia
$809K +$193K 4 0.33% Increased
929
FSC
Fiduciary Services Corp
Georgia
$806K +$206K 1 0.32% Increased
930
Covington Capital Management
Covington Capital Management
California
$797K -$6.23K 1 0.08% Reduced
931
AWS
Aris Wealth Services
Pennsylvania
$788K -$101K 1 1.15% Reduced
932
FCCM
First City Capital Management
Georgia
$782K +$52.6K 5 0.56% Increased
933
HPBT
High Point Bank & Trust
North Carolina
$777K $0 4 0.25% Maintained
934
HCM
Hollencrest Capital Management
California
$776K +$763K 2 0.12% New
935
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$775K +$184K 1 0.04% Increased
936
PRA
Parametric Risk Advisors
Connecticut
$773K +$724K 1 0.05% New
937
IAM
Impala Asset Management
Florida
$759K +$423K 1 0.03% Increased
938
PWP
Private Wealth Partners
California
$757K +$6.23K 2 0.18% Increased
939
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$748K $0 1 0.41% Maintained
940
Smithfield Trust
Smithfield Trust
Pennsylvania
$744K +$117K 5 0.15% Increased
941
ACP
Aviance Capital Partners
Florida
$732K +$685K 1 0.31% New
942
ACS
Archford Capital Strategies
Illinois
$731K +$730K 3 0.61% New
943
CCS
Crosspoint Capital Strategies
California
$731K +$9.97K 2 0.3% Increased
944
EHWM
Eads & Heald Wealth Management
Georgia
$730K -$22.3K 1 0.48% Reduced
945
LJAC
L.J. Altfest & Co
New York
$730K $0 2 0.68% Maintained
946
GMIM
General Motors Investment Management
New York
$726K -$445K 1 0.06% Reduced
947
PVWM
Point View Wealth Management
New Jersey
$714K -$265K 2 0.65% Reduced
948
PP
Paloma Partners
Connecticut
$709K +$76.3K 1 0.05% Increased
949
BTNA
Bremer Trust National Association
Minnesota
$708K -$40.1K 2 0.26% Reduced
950
MIS
Morningstar Investment Services
Illinois
$700K -$4.99M 2 0.05% Reduced