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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
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$457K -$70.4K 4 0.1% Reduced
1102
GA
GFS Advisors
Texas
$453K $0 2 0.16% Maintained
1103
AP
Advisor Partners
California
$449K +$224K 2 0.19% Increased
1104
VHAM
Van Hulzen Asset Management
California
$449K -$12.4K 1 0.27% Reduced
1105
MA
Marshwinds Advisory
Georgia
$447K -$11.3K 1 0.21% Reduced
1106
OMCS
Old Mutual Customised Solutions
South Africa
$447K $0 3 0.11% Maintained
1107
WP
WealthPLAN Partners
Nebraska
$442K +$453K 4 0.21% New
1108
SIG
Schooner Investment Group
Pennsylvania
$439K -$225K 2 0.16% Reduced
1109
FMW
Farr Miller & Washington
District of Columbia
$437K $0 1 0.05% Maintained
1110
KTC
Kistler-Tiffany Companies
Pennsylvania
$434K +$28.2K 4 0.28% Increased
1111
CAM
Concorde Asset Management
Michigan
$433K $0 1 0.49% Maintained
1112
BAM
Bruderman Asset Management
New York
$432K +$431K 5 0.17% New
1113
HT
HighTower Trust
Texas
$432K -$130K 1 0.07% Reduced
1114
IB
Intrust Bank
Kansas
$431K -$33.7K 1 0.15% Reduced
1115
CAM
Carret Asset Management
New York
$430K -$115K 1 0.08% Reduced
1116
RIA
Regal Investment Advisors
Michigan
$429K +$41.1K 5 0.11% Increased
1117
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$427K -$94.1K 1 0.44% Reduced
1118
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$427K $0 1 0.02% Maintained
1119
LCP
Legacy Capital Partners
Wisconsin
$426K +$4.03K 1 0.27% Increased
1120
OWD
Osborn Williams & Donohoe
Ohio
$420K +$31.7K 1 0.08% Increased
1121
Twin Tree Management
Twin Tree Management
Texas
$420K -$1.1M 1 0.01% Reduced
1122
CS
Comerica Securities
Michigan
$418K -$530K 1 0.11% Reduced
1123
CTI
Community Trust & Investment
Kentucky
$418K -$14K 1 0.06% Reduced
1124
FTI
Fiduciary Trust International
Massachusetts
$418K $0 1 0.12% Maintained
1125
BFC
Blue Fin Capital
Rhode Island
$417K -$13.8K 1 0.3% Reduced