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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
1151
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$311K $0 1 0.26% Maintained
1152
RCM
Rotella Capital Management
Washington
$308K +$292K 1 0.25% New
1153
Swiss Life Asset Management
Swiss Life Asset Management
$307K +$109K 1 0.01% Increased
1154
AIP
ARS Investment Partners
New York
$306K -$11.2K 1 0.06% Reduced
1155
YMRC
Yorktown Management & Research Company
Virginia
$304K +$205K 2 0.05% Increased
1156
CONA
Capital One National Association
New York
$303K +$90.9K 2 0.03% Increased
1157
TCM
Traynor Capital Management
Pennsylvania
$302K +$90.3K 1 0.25% Increased
1158
Scharf Investments
Scharf Investments
California
$301K -$247K 1 0.01% Reduced
1159
SFSG
Stearns Financial Services Group
North Carolina
$301K $0 1 0.09% Maintained
1160
IWMPD
Integrated Wealth Management (Palm Desert)
California
$293K +$1.25K 5 0.11% Increased
1161
CCM
Chickasaw Capital Management
Tennessee
$290K $0 1 0.01% Maintained
1162
NAM
Nichols Asset Management
Massachusetts
$290K $0 1 0.05% Maintained
1163
IRS
Invictus RG (Singapore)
Singapore
$289K +$313K 1 0.27% Increased
1164
HI
Hendershot Investments
Virginia
$287K -$4.92K 1 0.15% Reduced
1165
TFCP
Twin Focus Capital Partners
Massachusetts
$287K +$1.14K 1 0.32% Increased
1166
CFA
Carroll Financial Associates
North Carolina
$285K +$200K 5 0.06% Increased
1167
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$285K $0 1 0.07% Maintained
1168
TNBTD
Trustmark National Bank Trust Department
Mississippi
$282K -$249K 1 0.04% Reduced
1169
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$278K $0 1 0.02% Maintained
1170
RWA
Ropes Wealth Advisors
Massachusetts
$278K -$9.97K 3 0.15% Reduced
1171
KFS
Kurt F. Somerville
$276K $0 1 0.06% Maintained
1172
SCM
SOL Capital Management
Maryland
$275K +$30.7K 1 0.1% Increased
1173
MCM
Monarch Capital Management
Indiana
$273K $0 1 0.1% Maintained
1174
BKA
Brick & Kyle Associates
Pennsylvania
$271K $0 2 0.23% Maintained
1175
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$270K $0 2 0.3% Maintained