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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
Carroll Financial Associates
Carroll Financial Associates
North Carolina
$871K +$211K 6 0.08% Increased
1177
Qtron Investments
Qtron Investments
Massachusetts
$871K +$343K 1 0.54% Increased
1178
RIM
Rampart Investment Management
Connecticut
$867K -$3.94K 3 0.1% Reduced
1179
FWM
Frontier Wealth Management
Missouri
$865K +$50.4K 1 0.13% Increased
1180
W
WealthStone
Ohio
$864K +$832K 6 0.39% New
1181
Ausdal Financial Partners
Ausdal Financial Partners
Iowa
$863K +$38K 2 0.33% Increased
1182
Hilltop Holdings
Hilltop Holdings
Texas
$856K +$107K 2 0.18% Increased
1183
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$848K $0 1 0.03% Maintained
1184
WA
Wambolt & Associates
Colorado
$845K +$100K 2 0.72% Increased
1185
Golden State Wealth Management
Golden State Wealth Management
California
$841K -$9.04K 7 0.27% Reduced
1186
Fiduciary Group
Fiduciary Group
Georgia
$840K -$21K 1 0.15% Reduced
1187
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$839K -$498K 1 0.06% Reduced
1188
MUAMU
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$836K +$563K 1 0.36% Increased
1189
Balasa Dinverno & Foltz
Balasa Dinverno & Foltz
$834K +$261K 1 0.1% Increased
1190
Kendall Capital Management
Kendall Capital Management
Maryland
$832K +$55.6K 1 0.75% Increased
1191
NJ State Employees Deferred Compensation Plan
NJ State Employees Deferred Compensation Plan
New Jersey
$832K +$334K 2 0.15% Increased
1192
SFSIG
San Francisco Sentry Investment Group
California
$832K -$45.5K 5 0.38% Reduced
1193
NEI
Northwest & Ethical Investments
Ontario, Canada
$824K +$142K 1 0.04% Increased
1194
HC
Henshaw Capital
Massachusetts
$821K -$162K 2 0.07% Reduced
1195
Grove Bank & Trust
Grove Bank & Trust
Florida
$819K +$10.7K 2 0.3% Increased
1196
WIA
Westbourne Investment Advisors
Maryland
$818K -$24.2K 1 0.66% Reduced
1197
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$816K $0 1 0.01% Maintained
1198
Snow Capital Management
Snow Capital Management
Pennsylvania
$816K +$126K 1 0.05% Increased
1199
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$814K +$508K 1 0.13% Increased
1200
FI
Fosun International
China
$808K +$383K 2 0.05% Increased