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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
1101
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
$413K -$1.33K 1 0.03% Reduced
1102
KIA
KCM Investment Advisors
California
$407K +$2.09K 1 0.03% Increased
1103
EWMCB
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$405K +$413K 1 0.32% New
1104
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$405K $0 1 0.05% Maintained
1105
GGPS
Gary Goldberg Planning Services
New York
$404K -$5.65K 5 0.17% Reduced
1106
KTC
Kistler-Tiffany Companies
Pennsylvania
$403K +$16.6K 4 0.26% Increased
1107
OWD
Osborn Williams & Donohoe
Ohio
$402K -$29.1K 1 0.08% Reduced
1108
CAM
Concorde Asset Management
Michigan
$400K +$330K 1 0.5% New
1109
LWM
LBA Wealth Management
Florida
$400K +$149K 2 0.26% Increased
1110
ACS
Archford Capital Strategies
Illinois
$396K -$13.6K 3 0.29% Reduced
1111
RIA
Regal Investment Advisors
Michigan
$395K -$79.6K 5 0.11% Reduced
1112
IMAS
ID Management A/S
Denmark
$393K -$901K 1 0.18% Reduced
1113
Choreo LLC
Choreo LLC
Illinois
$391K $0 1 0.1% Maintained
1114
PAS
Partnervest Advisory Services
California
$381K -$7.64K 1 0.18% Reduced
1115
EPM
Equitec Proprietary Markets
Illinois
$380K +$373K 3 0.02% New
1116
I2I
Insight 2811 Inc
Illinois
$380K -$59.3K 1 0.19% Reduced
1117
PP
Palladium Partners
Virginia
$380K +$8.39K 1 0.03% Increased
1118
CIP
Convergence Investment Partners
Florida
$376K -$1.01M 2 0.05% Reduced
1119
CAM
Chesapeake Asset Management
New York
$373K $0 1 0.23% Maintained
1120
JWM
Jacobus Wealth Management
Wisconsin
$373K +$200K 2 0.1% Increased
1121
CC
Capital Counsel
New York
$371K +$33.2K 1 0.02% Increased
1122
FMW
Farr Miller & Washington
District of Columbia
$369K $0 1 0.04% Maintained
1123
Harvard Management Company
Harvard Management Company
Massachusetts
$368K -$731K 1 0.04% Reduced
1124
NPA
Nichols & Pratt Advisers
Massachusetts
$367K -$320K 1 0.03% Reduced
1125
Seizert Capital Partners
Seizert Capital Partners
Michigan
$367K -$6.3K 1 0.01% Reduced