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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
SGA
Strategic Global Advisors
California
$418K $0 1 0.16% Maintained
1202
WA
WealthTrust Axiom
Pennsylvania
$416K $0 1 0.16% Maintained
1203
BWM
Braver Wealth Management
Massachusetts
$409K +$57.2K 1 0.07% Increased
1204
WAS
WESPAC Advisors SoCal
California
$407K -$22.1K 1 0.27% Reduced
1205
ALPS Advisors
ALPS Advisors
Colorado
$406K -$34.2K 1 0% Reduced
1206
VWA
V Wealth Advisors
Kansas
$406K $0 1 0.33% Maintained
1207
DTL
Dynamic Technology Lab
Singapore
$405K -$1.28M 1 0.11% Reduced
1208
FG
Formula Growth
Quebec, Canada
$405K $0 1 0.09% Maintained
1209
Boothbay Fund Management
Boothbay Fund Management
New York
$402K -$67K 1 0.09% Reduced
1210
BA
Bard Associates
Illinois
$396K -$34.9K 1 0.19% Reduced
1211
CL
CPWM LLC
Washington
$396K -$62 1 0.09% Reduced
1212
GLRA
Gerald L. Ray & Associates
Texas
$396K +$8.24K 1 0.06% Increased
1213
FMA
FNY Managed Accounts
New York
$396K +$315K 3 0.34% Increased
1214
GS
Girard Securities
California
$395K $0 1 0.4% Maintained
1215
GHAM
Gilman Hill Asset Management
Connecticut
$391K +$63.2K 1 0.15% Increased
1216
Jensen Investment Management
Jensen Investment Management
Oregon
$388K -$41.9K 1 0.01% Reduced
1217
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$385K +$380K 1 0.02% New
1218
IIM
Ipswich Investment Management
Massachusetts
$384K $0 1 0.19% Maintained
1219
SGK
Steigerwald Gordon & Koch
Virginia
$384K +$369K 1 0.13% New
1220
TNB
Thomasville National Bank
Georgia
$381K +$376K 1 0.22% New
1221
CAM
Chesapeake Asset Management
New York
$379K $0 1 0.34% Maintained
1222
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$370K +$3.79K 1 0.15% New
1223
GCMG
Gyroscope Capital Management Group
Florida
$370K -$56.9K 1 0.28% Reduced
1224
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$363K +$2.74K 7 0.21% Increased
1225
Harvard Management Company
Harvard Management Company
Massachusetts
$361K $0 1 0.06% Maintained