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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
1201
IRS
Invictus RG (Singapore)
Singapore
$110K +$37.3K 1 0.12% Increased
1202
MAM
Mizuho Asset Management
Japan
$110K +$31.4K 3 0.02% Increased
1203
DIA
Davidson Investment Advisors
Montana
$109K $0 1 0.02% Maintained
1204
YMRC
Yorktown Management & Research Company
Virginia
$109K $0 1 0.02% Maintained
1205
YL
YCG LLC
Texas
$107K $0 2 0.04% Maintained
1206
ACM
Artha Capital Management
Connecticut
$105K +$110K 1 0.09% New
1207
MMG
Monetary Management Group
Missouri
$103K +$99K 1 0.05% New
1208
PIM
Parasol Investment Management
Illinois
$103K $0 2 0.07% Maintained
1209
DG
Davidson & Garrard
Virginia
$99K $0 1 0.02% Maintained
1210
IWC
Integrated Wealth Counsel
California
$96K +$91.8K 1 0.08% New
1211
SignatureFD
SignatureFD
Georgia
$93K +$88.8K 1 0.03% New
1212
GSC
Ground Swell Capital
South Carolina
$90K +$85.7K 7 0.17% New
1213
SIM
Spark Investment Management
New York
$90K +$75.8K 1 0.01% New
1214
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$89K -$12.6K 1 0.02% Reduced
1215
JAM
JCIC Asset Management
Ontario, Canada
$89K +$37.8K 1 0.01% Increased
1216
CA
CapWealth Advisors
Tennessee
$82K -$11K 2 0.02% Reduced
1217
MCM
Mitchell Capital Management
Kansas
$81K -$545 1 0.03% Reduced
1218
CFG
CKW Financial Group
Hawaii
$80K +$28.3K 3 0.04% Increased
1219
Waverly Advisors
Waverly Advisors
Alabama
$80K +$4.16K 3 0.03% Increased
1220
Mariner
Mariner
Kansas
$74K +$77.6K 1 0.01% New
1221
Rockefeller Financial Services
Rockefeller Financial Services
New York
$74K -$248K 2 0% Reduced
1222
SFSIG
San Francisco Sentry Investment Group
California
$74K +$10.4K 2 0.04% Increased
1223
SC
Sumit Capital
New York
$74K -$126K 1 0.31% Reduced
1224
WA
WealthTrust-Arizona
Arizona
$72K -$1.43K 2 0.08% Reduced
1225
TC
TradeLink Capital
Illinois
$71K -$19K 1 0.07% Reduced