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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
1126
BA
Bridgewater Advisors
New York
$271K +$14.4K 1 0.23% Increased
1127
Waverton Investment Management
Waverton Investment Management
United Kingdom
$271K -$66.4K 1 0.02% Reduced
1128
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$268K $0 1 0.13% Maintained
1129
GAG
GM Advisory Group
New York
$264K -$35K 1 0.23% Reduced
1130
Hills Bank & Trust
Hills Bank & Trust
Iowa
$263K +$5.29K 1 0.11% Increased
1131
OA
Oak Associates
Ohio
$263K $0 1 0.03% Maintained
1132
CBN
Cadence Bank NA
Texas
$261K +$259K 1 0.14% New
1133
FHC
First Heartland Consultants
Missouri
$261K -$15.4K 1 0.12% Reduced
1134
TFCP
Twin Focus Capital Partners
Massachusetts
$261K +$29.9K 1 0.29% Increased
1135
IIM
Ipswich Investment Management
Massachusetts
$260K $0 1 0.1% Maintained
1136
CFS
Community Financial System
New York
$255K $0 1 0.06% Maintained
1137
CL
CPWM LLC
Washington
$252K $0 1 0.09% Maintained
1138
LW
Linscomb Wealth
Texas
$251K +$3.65K 1 0.03% Increased
1139
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$251K +$240K 1 0.19% New
1140
AW
ACG Wealth
Georgia
$248K +$246K 1 0.05% New
1141
JEW
Jamison Eaton & Wood
New Jersey
$247K $0 1 0.07% Maintained
1142
CBT
Central Bank & Trust
Kentucky
$246K $0 2 0.1% Maintained
1143
LWM
LBA Wealth Management
Florida
$244K -$10.3K 2 0.2% Reduced
1144
JWBC
J.W. Burns & Co
New York
$242K $0 1 0.08% Maintained
1145
BFA
Beaumont Financial Advisors
Massachusetts
$239K -$101K 1 0.02% Reduced
1146
RIL
Rothschild Investment LLC
Illinois
$238K +$228K 1 0.03% New
1147
QAM
Quantres Asset Management
Cayman Islands
$235K +$229K 1 0.26% New
1148
11A
10-15 Associates
New York
$234K $0 1 0.07% Maintained
1149
FCM
Forester Capital Management
Illinois
$234K $0 1 0.18% Maintained
1150
GLI
Guardian Life Insurance
New York
$234K $0 3 0.02% Maintained