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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
1001
BSA
Bull Street Advisors
Georgia
$630K -$46.4K 1 0.29% Reduced
1002
IWA
Invera Wealth Advisors
Oregon
$626K -$2.08K 1 0.34% Reduced
1003
IFG Advisory
IFG Advisory
Georgia
$626K +$632K 6 0.02% New
1004
IA
Integrity Alliance
Iowa
$611K +$286 2 0.02% Increased
1005
RHAM
Round Hill Asset Management
California
$611K -$410K 1 0.38% Reduced
1006
TF
Trek Financial
Arizona
$610K -$31.6K 2 0.03% Reduced
1007
KFS
Keynote Financial Services
Connecticut
$608K +$44.6K 1 0.28% Increased
1008
CF
Centaurus Financial
California
$607K -$42.6K 2 0.02% Reduced
1009
Silvercrest Asset Management
Silvercrest Asset Management
New York
$606K -$4.76K 1 0% Reduced
1010
ECM
Endure Capital Management
Texas
$602K -$91.6K 1 0.13% Reduced
1011
1IA
1620 Investment Advisors
Massachusetts
$601K -$56.6K 5 0.37% Reduced
1012
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$601K +$156K 1 0% Increased
1013
MFS
Mirabella Financial Services
United Kingdom
$597K +$43K 1 0.06% Increased
1014
CWM
Cornerstone Wealth Management
Missouri
$597K +$188K 3 0.03% Increased
1015
DZ Bank
DZ Bank
Germany
$594K +$39.5K 4 0% Increased
1016
MAS
Meeder Advisory Services
Ohio
$592K +$29.8K 2 0.02% Increased
1017
Axxcess Wealth Management
Axxcess Wealth Management
California
$591K +$617K 2 0.01% New
1018
Modera Wealth Management
Modera Wealth Management
New Jersey
$591K +$10.6K 1 0.01% Increased
1019
FCM
Fieldview Capital Management
Michigan
$590K +$386K 1 0.17% Increased
1020
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$590K +$4.06K 2 0% Increased
1021
GXJ
Global X Japan
Japan
$588K -$2.65K 2 0.02% Reduced
1022
North Dakota State Investment Board
North Dakota State Investment Board
North Dakota
$588K -$188K 1 0.02% Reduced
1023
KFBMI
Kentucky Farm Bureau Mutual Insurance
Kentucky
$586K $0 1 0.16% Maintained
1024
MC
Machina Capital
France
$583K -$466K 2 0.09% Reduced
1025
SBI Securities
SBI Securities
Japan
$579K -$19.2K 9 0.01% Reduced