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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
1051
PL
Parkwood LLC
Ohio
$597K -$1.56M 1 0.1% Reduced
1052
FSA
Franklin Street Advisors
North Carolina
$591K -$35.4K 1 0.12% Reduced
1053
BC
Banced Corp
Illinois
$589K -$131K 1 1.08% Reduced
1054
BAS
Brown Advisory Securities
Maryland
$580K -$62.3K 1 0.21% Reduced
1055
MCM
Maple Capital Management
Vermont
$574K $0 1 0.21% Maintained
1056
AP
Advisor Partners
California
$573K +$74.8K 2 0.24% Increased
1057
FAM
Formidable Asset Management
Ohio
$571K +$571K 3 0.38% Increased
1058
CL
CSS LLC
Illinois
$568K +$136K 2 0.03% Increased
1059
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$562K +$110K 4 0.12% Increased
1060
WC
Whitney & Co
New York
$558K +$4.32K 1 0.25% Increased
1061
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$547K -$15.2K 1 0.01% Reduced
1062
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$536K +$252K 1 0.07% Increased
1063
Welch Group
Welch Group
Alabama
$528K $0 2 0.1% Maintained
1064
WA
WESPAC Advisors
California
$527K -$195K 1 0.93% Reduced
1065
TCM
Traynor Capital Management
Pennsylvania
$520K +$191K 1 0.45% Increased
1066
Smithfield Trust
Smithfield Trust
Pennsylvania
$518K +$13.3K 3 0.11% Increased
1067
KTC
Kistler-Tiffany Companies
Pennsylvania
$517K +$51.8K 4 0.31% Increased
1068
EWMCB
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$515K +$95.5K 1 0.36% Increased
1069
Prospera Financial Services
Prospera Financial Services
Texas
$515K +$285K 2 0.13% Increased
1070
SHA
Smith Hayes Advisers
Nebraska
$512K +$28.5K 1 0.11% Increased
1071
WA
Winfield Associates
Ohio
$512K -$10.9K 3 0.38% Reduced
1072
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$510K $0 1 0.01% Maintained
1073
PWP
Private Wealth Partners
California
$507K +$92.9K 1 0.13% Increased
1074
Martingale Asset Management
Martingale Asset Management
Massachusetts
$506K -$102K 2 0.01% Reduced
1075
FMBTD
First Midwest Bank Trust Division
Illinois
$505K -$461K 1 0.09% Reduced