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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
1176
LFA
Landmark Financial Advisors
Kentucky
$265K $0 1 0.27% Maintained
1177
HCP
Holt Capital Partners
Texas
$262K -$98.2K 1 0.11% Reduced
1178
MCM
Manchester Capital Management
Vermont
$260K $0 3 0.04% Maintained
1179
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$259K -$2.39K 1 0.05% Reduced
1180
CFA
Capstone Financial Advisors
Illinois
$258K $0 1 0.1% Maintained
1181
GHA
GW Henssler & Associates
Georgia
$255K -$6.85M 1 0.03% Reduced
1182
CBT
Central Bank & Trust
Kentucky
$253K +$3.54K 4 0.08% Increased
1183
FHC
First Heartland Consultants
Missouri
$253K +$11.4K 1 0.07% Increased
1184
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$249K +$248K 4 0.01% New
1185
GAM
Griffin Asset Management
New York
$249K -$1.2M 1 0.1% Reduced
1186
SignatureFD
SignatureFD
Georgia
$246K +$28.4K 5 0.05% Increased
1187
11A
10-15 Associates
New York
$245K $0 1 0.08% Maintained
1188
BCM
Bienville Capital Management
New York
$244K +$248K 1 0.1% New
1189
HT
HighTower Trust
Texas
$244K -$216K 1 0.04% Reduced
1190
IIM
Ipswich Investment Management
Massachusetts
$244K $0 1 0.11% Maintained
1191
CFA
CT Financial Advisors
Pennsylvania
$244K $0 2 0.14% Maintained
1192
GCA
Greenwood Capital Associates
South Carolina
$242K +$237K 1 0.07% New
1193
LCM
Logan Capital Management
Pennsylvania
$242K $0 1 0.02% Maintained
1194
Allworth Financial
Allworth Financial
California
$241K $0 3 0.09% Maintained
1195
CC
Cannell & Co
New York
$241K $0 1 0.01% Maintained
1196
Busey Bank
Busey Bank
Illinois
$239K -$4.49M 1 0.03% Reduced
1197
PFBT
Parkside Financial Bank & Trust
Missouri
$239K -$6.37K 1 0.13% Reduced
1198
DHFB
Dixon Hubard Feinour & Brown
Virginia
$238K -$67.5K 1 0.07% Reduced
1199
HCA
Harbour Capital Advisors
Virginia
$237K -$262K 1 0.15% Reduced
1200
Destination Wealth Management
Destination Wealth Management
California
$235K +$239K 1 0.02% New