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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
Grimes & Company
Grimes & Company
Massachusetts
$235K $0 1 0.03% Maintained
1202
PIC
Portland Investment Counsel
Ontario, Canada
$235K $0 1 0.19% Maintained
1203
ARMC
American Research & Management Company
Massachusetts
$234K -$22.8K 1 0.1% Reduced
1204
MMG
Monetary Management Group
Missouri
$233K -$39.9K 3 0.11% Reduced
1205
Prospera Financial Services
Prospera Financial Services
Texas
$233K +$24.2K 1 0.06% Increased
1206
BAM
Berkshire Asset Management
Pennsylvania
$232K $0 1 0.04% Maintained
1207
IFB
iAB Financial Bank
Indiana
$232K $0 1 0.16% Maintained
1208
BDF
Balasa Dinverno & Foltz
$227K $0 1 0.04% Maintained
1209
KA
KLCM Advisors
Wisconsin
$222K +$217K 1 0.06% New
1210
NCM
Neumann Capital Management
California
$220K -$88.6K 1 0.14% Reduced
1211
VFAM
Valley Forge Asset Management
Pennsylvania
$220K $0 1 0.03% Maintained
1212
FCI
Financial Counselors Inc
Kansas
$217K +$213K 1 0.01% New
1213
NP
NS Partners
United Kingdom
$217K +$219K 1 0.03% New
1214
PGIM
Pacific Global Investment Management
California
$217K +$16.2K 1 0.04% Increased
1215
TCM
Tradewinds Capital Management
Washington
$216K $0 1 0.15% Maintained
1216
FCM
Forester Capital Management
Illinois
$213K $0 1 0.17% Maintained
1217
QC
QCM Cayman
Texas
$213K +$217K 1 0.08% New
1218
VFA
Voya Financial Advisors
Connecticut
$213K +$208K 1 0.04% New
1219
WCA
Westover Capital Advisors
Delaware
$212K -$9.56K 1 0.17% Reduced
1220
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$211K +$982 1 0.09% Increased
1221
Ancora Advisors
Ancora Advisors
Ohio
$209K +$205K 1 0.02% New
1222
BWA
Burt Wealth Advisors
Maryland
$209K $0 2 0.23% Maintained
1223
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$209K -$3.41K 1 0.01% Reduced
1224
Wedbush Securities
Wedbush Securities
California
$208K +$204K 1 0.04% New
1225
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$208K -$7.78K 2 0.04% Reduced