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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
WP
WealthPLAN Partners
Nebraska
$681K +$212K 2 0.3% Increased
1027
Apex Capital Management
Apex Capital Management
Ohio
$680K -$10.6K 1 0.01% Reduced
1028
FSA
Franklin Street Advisors
North Carolina
$673K $0 1 0.12% Maintained
1029
HPBT
High Point Bank & Trust
North Carolina
$673K -$29.5K 4 0.2% Reduced
1030
WA
WESPAC Advisors
California
$672K +$684K 1 0.5% New
1031
BC
Banced Corp
Illinois
$669K -$23.4K 1 0.91% Reduced
1032
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$656K $0 1 0.06% Maintained
1033
R.M. Davis Inc
R.M. Davis Inc
Maine
$651K $0 1 0.03% Maintained
1034
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$647K -$56.3K 1 0.08% Reduced
1035
BHWM
Bar Harbor Wealth Management
New Hampshire
$643K $0 1 0.08% Maintained
1036
Martingale Asset Management
Martingale Asset Management
Massachusetts
$640K -$10.1K 2 0.01% Reduced
1037
BHB
Bank Hapoalim BM
Israel
$638K +$649K 1 0.13% New
1038
EMG
Ellington Management Group
Connecticut
$634K -$390K 3 0.16% Reduced
1039
Azimuth Capital Management
Azimuth Capital Management
Michigan
$631K -$96.7K 1 0.06% Reduced
1040
KIA
KCM Investment Advisors
California
$631K +$219K 2 0.05% Increased
1041
GVT
Genesee Valley Trust
New York
$627K -$40.3K 1 0.4% Reduced
1042
Laurion Capital Management
Laurion Capital Management
New York
$627K -$17.9M 1 0.01% Reduced
1043
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$626K $0 3 0.01% Maintained
1044
LWM
LBA Wealth Management
Florida
$621K +$49K 2 0.39% Increased
1045
MCM
Maple Capital Management
Vermont
$618K +$15.4K 1 0.21% Increased
1046
JT
Jump Trading
Illinois
$611K +$110K 2 0.01% Increased
1047
PVH
Psagot Value Holdings
Israel
$606K $0 1 0.02% Maintained
1048
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$580K -$2.37K 1 0.01% Reduced
1049
ACPU
Arrowgrass Capital Partners (US)
Delaware
$569K -$2.8M 1 0.01% Reduced
1050
PTA
Pear Tree Advisors
Massachusetts
$567K $0 2 6.26% Maintained