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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
KTC
Kistler-Tiffany Companies
Pennsylvania
$746K -$27.9K 5 0.31% Reduced
1177
DRW Securities
DRW Securities
Illinois
$744K +$828K 1 0.04% New
1178
GA
Greytown Advisors
Florida
$744K -$102K 1 0.49% Reduced
1179
RA
Rational Advisors
New York
$742K -$2.48M 2 0.18% Reduced
1180
CHAM
Clear Harbor Asset Management
Connecticut
$737K +$771K 1 0.15% New
1181
MWAC
Mariner Wealth Advisors (Cincinnati)
Ohio
$737K -$268K 2 0.04% Reduced
1182
GBT
Grove Bank & Trust
Florida
$736K -$8.18K 2 0.3% Reduced
1183
Caprock Group
Caprock Group
Idaho
$725K -$437K 3 0.15% Reduced
1184
OIWM
OptiFour Integrated Wealth Management
Virginia
$723K +$210K 2 0.6% Increased
1185
Quadrant Capital Group
Quadrant Capital Group
Ohio
$720K +$22.6K 6 0.21% Increased
1186
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$719K +$26.6K 7 0.02% Increased
1187
FG
Fiduciary Group
Georgia
$712K -$61.6K 1 0.14% Reduced
1188
AWM
Altavista Wealth Management
North Carolina
$711K +$701K 1 0.26% New
1189
DWM
Dorchester Wealth Management
Quebec, Canada
$710K $0 1 0.22% Maintained
1190
EHWM
Eads & Heald Wealth Management
Georgia
$710K -$106K 1 0.41% Reduced
1191
DLG
Daniel L. Goodwin
$703K $0 1 0.33% Maintained
1192
Aspiriant LLC
Aspiriant LLC
California
$702K -$148K 1 0.06% Reduced
1193
WIS
Wright Investors Service
Connecticut
$692K -$1.96M 1 0.25% Reduced
1194
Welch Group
Welch Group
Alabama
$691K $0 2 0.07% Maintained
1195
RIM
Rampart Investment Management
Connecticut
$690K +$1.49M 3 0.3% Increased
1196
KTA
Keeley-Teton Advisors
Illinois
$690K -$1.19M 1 0.05% Reduced
1197
Boothbay Fund Management
Boothbay Fund Management
New York
$689K -$190K 1 0.07% Reduced
1198
FMT
First Mercantile Trust
Tennessee
$689K +$309K 1 0.14% New
1199
PFM
Parsec Financial Management
North Carolina
$678K +$7.18K 1 0.04% Increased
1200
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$671K $0 1 0.01% Maintained