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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
1076
FWM
Frontier Wealth Management
Missouri
$515K -$199K 1 0.08% Reduced
1077
HCA
Harbour Capital Advisors
Virginia
$514K +$508K 2 0.36% New
1078
Scharf Investments
Scharf Investments
California
$514K $0 1 0.01% Maintained
1079
WC
Whitney & Co
New York
$514K -$33.8K 1 0.23% Reduced
1080
CEP
Chicago Equity Partners
Illinois
$513K +$2.25K 1 0.01% Increased
1081
SFP
Santa Fe Partners
New Mexico
$512K -$3.04M 1 0.06% Reduced
1082
Artemis Investment Management
Artemis Investment Management
United Kingdom
$508K +$551K 1 0.02% New
1083
DAL
David A. Lorber
$505K +$410K 1 1.46% Increased
1084
ACS
Archford Capital Strategies
Illinois
$504K +$78.8K 3 0.35% Increased
1085
VFS
VSR Financial Services
Kansas
$504K $0 1 0.05% Maintained
1086
TNBTD
Trustmark National Bank Trust Department
Mississippi
$503K -$27K 2 0.07% Reduced
1087
RCM
Reynolds Capital Management
Nevada
$498K +$487K 2 0.43% New
1088
Diversified Trust
Diversified Trust
Tennessee
$497K -$75.4K 2 0.04% Reduced
1089
NCM
Noesis Capital Mangement
Florida
$497K -$25.9K 1 0.21% Reduced
1090
CCG
Chatham Capital Group
Georgia
$494K $0 1 0.14% Maintained
1091
LSCM
LaSalle Street Capital Management
Illinois
$489K $0 1 0.48% Maintained
1092
BWAM
Boyd Watterson Asset Management
Ohio
$485K +$34.9K 1 0.19% Increased
1093
PVH
Psagot Value Holdings
Israel
$485K +$545K 1 0.02% New
1094
Hills Bank & Trust
Hills Bank & Trust
Iowa
$476K +$235K 2 0.18% Increased
1095
NPC
National Planning Corporation
California
$474K -$217K 1 0.04% Reduced
1096
DCM
Dynamic Capital Management
Jersey
$472K -$737K 1 0.17% Reduced
1097
Smithfield Trust
Smithfield Trust
Pennsylvania
$467K +$113K 2 0.09% Increased
1098
SHA
Smith Hayes Advisers
Nebraska
$466K -$37.1K 1 0.09% Reduced
1099
IMAS
ID Management A/S
Denmark
$465K $0 1 0.22% Maintained
1100
EWMCB
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$458K +$67.9K 1 0.35% Increased