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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
1026
HC
Highmount Capital
New York
$524K +$563K 1 0.13% New
1027
R.M. Davis Inc
R.M. Davis Inc
Maine
$523K $0 1 0.03% Maintained
1028
ANBT
American National Bank & Trust
Texas
$509K -$25.7K 2 0.2% Reduced
1029
HCM
Herndon Capital Management
Georgia
$501K $0 2 0.01% Maintained
1030
IB
Intrust Bank
Kansas
$497K -$37.9K 1 0.19% Reduced
1031
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$494K +$11.3K 4 0.13% Increased
1032
RIA
Regal Investment Advisors
Michigan
$492K +$196K 6 0.15% Increased
1033
Verition Fund Management
Verition Fund Management
Connecticut
$488K +$295K 2 0.07% Increased
1034
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$483K +$10.3K 2 0.11% Increased
1035
CL
CIM LLC
New York
$480K +$6.71K 1 0.24% Increased
1036
GA
GFS Advisors
Texas
$480K $0 2 0.2% Maintained
1037
SC
Sumit Capital
New York
$480K +$415K 2 1.9% Increased
1038
MWAC
Mariner Wealth Advisors (Cincinnati)
Ohio
$478K +$1.56K 1 0.08% Increased
1039
HCM
Hollencrest Capital Management
California
$464K +$55.8K 1 0.06% Increased
1040
CC
Cornerstone Capital
California
$461K $0 2 0.13% Maintained
1041
Wealthfront
Wealthfront
California
$461K +$140K 3 0.03% Increased
1042
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$460K -$27.9K 1 0.03% Reduced
1043
MA
Marshwinds Advisory
Georgia
$458K -$10.9K 1 0.23% Reduced
1044
Welch Group
Welch Group
Alabama
$458K $0 1 0.09% Maintained
1045
FC
FCA Corp
Texas
$451K $0 2 0.25% Maintained
1046
BAC
Boys Arnold & Co
North Carolina
$450K $0 1 0.09% Maintained
1047
JIR
James Investment Research
Ohio
$448K +$439K 1 0.01% New
1048
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$444K +$34.6K 3 0.11% Increased
1049
AW
Alpha Windward
Massachusetts
$442K +$433K 1 0.31% New
1050
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$442K -$2.87K 6 0.28% Reduced