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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
Meitav Investment House
Meitav Investment House
Israel
$995K -$196K 3 0.05% Reduced
1102
NFG
Next Financial Group
Texas
$994K +$247K 9 0.46% Increased
1103
GQG Partners
GQG Partners
Florida
$992K -$57M 1 0.02% Reduced
1104
TNAM
Terra Nova Asset Management
New York
$991K +$977K 1 1.5% New
1105
RWA
Ropes Wealth Advisors
Massachusetts
$981K -$12.5K 3 0.24% Reduced
1106
TIA
Trust Investment Advisors
Indiana
$981K +$26.5K 1 1.01% Increased
1107
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$960K $0 3 0.01% Maintained
1108
KCM
Kendall Capital Management
Maryland
$957K -$50K 1 0.81% Reduced
1109
Geneos Wealth Management
Geneos Wealth Management
Colorado
$956K +$100K 9 0.06% Increased
1110
NP
Ninepoint Partners
Ontario, Canada
$947K +$393K 1 0.16% Increased
1111
IBOK
Independence Bank of Kentucky
Kentucky
$940K +$206K 3 0.74% Increased
1112
YMRC
Yorktown Management & Research Company
Virginia
$940K $0 3 0.28% Maintained
1113
SIM
Sterling Investment Management
Arizona
$934K -$9.36K 1 0.68% Reduced
1114
KWA
KCS Wealth Advisory
California
$932K +$106K 1 0.87% Increased
1115
Grimes & Company
Grimes & Company
Massachusetts
$927K $0 2 0.07% Maintained
1116
Korea Investment Corp
Korea Investment Corp
South Korea
$926K -$44.3M 3 0% Reduced
1117
Miracle Mile Advisors
Miracle Mile Advisors
California
$921K $0 1 0.08% Maintained
1118
AFM
Abbot Financial Management
Massachusetts
$917K $0 1 0.68% Maintained
1119
SignatureFD
SignatureFD
Georgia
$915K -$210K 8 0.09% Reduced
1120
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
$908K +$2.1K 1 0.26% Increased
1121
BAC
Boys Arnold & Co
North Carolina
$902K +$290K 2 0.13% Increased
1122
KRSITF
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$901K -$237K 2 0.2% Reduced
1123
BOTW
Bank of the West
California
$896K -$200K 1 0.1% Reduced
1124
HCM
Howland Capital Management
Massachusetts
$894K -$747K 2 0.07% Reduced
1125
EM
ELCO Management
New York
$892K +$3.19K 1 0.47% Increased