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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
FNBSF
First National Bank Sioux Falls
South Dakota
$759K $0 2 2.4% Maintained
1052
OAM
Occidental Asset Management
California
$752K -$19.2K 1 0.96% Reduced
1053
RIL
Rothschild Investment LLC
Illinois
$751K -$86K 2 0.1% Reduced
1054
FPCM
Financial Partners Capital Management
New York
$739K +$677 1 0.18% Increased
1055
BRWA
B. Riley Wealth Advisors
Florida
$735K +$305K 2 0.15% Increased
1056
EHWM
Eads & Heald Wealth Management
Georgia
$734K +$8.47K 1 0.51% Increased
1057
FCCM
First City Capital Management
Georgia
$733K +$52.6K 4 0.49% Increased
1058
CWM
Confluence Wealth Management
Oregon
$730K +$705K 1 0.36% New
1059
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$729K -$21.3M 2 0% Reduced
1060
Meyer Handelman Company
Meyer Handelman Company
New York
$725K $0 1 0.03% Maintained
1061
FIB
First Interstate Bank
Montana
$723K -$215K 2 0.15% Reduced
1062
BO
BRR OpCo
Ohio
$721K -$20.9K 1 0.27% Reduced
1063
NP
NS Partners
United Kingdom
$707K +$133K 1 0.13% Increased
1064
QSS
Quantitative Systematic Strategies
Florida
$705K -$148K 2 0.19% Reduced
1065
PC
Palo Capital
California
$699K -$371K 1 0.63% Reduced
1066
HA
Hamel Associates
New Jersey
$695K -$713K 2 0.44% Reduced
1067
MAMU
Marathon Asset Management (UK)
United Kingdom
$695K -$145K 1 0.02% Reduced
1068
Prospera Financial Services
Prospera Financial Services
Texas
$695K +$97.5K 2 0.15% Increased
1069
NERM
New England Research & Management
Illinois
$693K +$716K 1 0.6% New
1070
LWM
LBA Wealth Management
Florida
$685K -$42.1K 2 0.39% Reduced
1071
NPC
National Planning Corporation
California
$662K +$68.1K 1 0.05% Increased
1072
PCM
Parsons Capital Management
Rhode Island
$661K $0 1 0.09% Maintained
1073
HPBT
High Point Bank & Trust
North Carolina
$652K +$10.4K 4 0.17% Increased
1074
FM
Foster & Motley
Ohio
$651K -$348K 1 0.14% Reduced
1075
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$644K -$556K 2 0.28% Reduced