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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
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$405K -$676K 1 0.02% Reduced
1202
AIL
AGF Investments LLC
Ontario, Canada
$404K +$68.9K 3 0.09% Increased
1203
HEIP
Hudson Edge Investment Partners
New Jersey
$404K -$15K 1 0.06% Reduced
1204
YWP
YorkBridge Wealth Partners
New York
$402K -$114K 4 0.21% Reduced
1205
SXL
Summit X LLC
Missouri
$395K +$409K 1 0.28% New
1206
RWA
River Wealth Advisors
Pennsylvania
$393K +$14.2K 1 0.18% Increased
1207
NWM
Northwest Wealth Management
Iowa
$392K $0 1 0.36% Maintained
1208
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$390K $0 4 0.02% Maintained
1209
SM
Sciencast Management
New Jersey
$389K -$477K 1 0.22% Reduced
1210
WIM
Westside Investment Management
California
$389K -$8.9K 5 0.25% Reduced
1211
BFA
Beaumont Financial Advisors
Massachusetts
$387K -$10.9K 1 0.05% Reduced
1212
CTI
Community Trust & Investment
Kentucky
$387K $0 1 0.04% Maintained
1213
PP
PagnatoKarp Partners
Virginia
$387K +$10.1K 1 0.12% Increased
1214
SNS Financial Group
SNS Financial Group
Minnesota
$384K -$130K 1 0.1% Reduced
1215
WKWM
Walter & Keenan Wealth Management
Indiana
$384K $0 1 0.19% Maintained
1216
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$384K +$26.8K 1 0.02% Increased
1217
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$382K +$380K 2 0.05% New
1218
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$381K $0 2 0.17% Maintained
1219
LIC
Lodestar Investment Counsel
Illinois
$379K $0 1 0.05% Maintained
1220
CONA
Capital One National Association
New York
$374K +$2.62K 1 0.03% Increased
1221
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$373K +$109K 1 0.09% Increased
1222
MHS
M Holdings Securities
Oregon
$372K -$127K 1 0.13% Reduced
1223
TCM
Tufton Capital Management
Maryland
$372K $0 1 0.08% Maintained
1224
MSS
Mitchell Sinkler & Starr
Pennsylvania
$371K $0 1 0.61% Maintained
1225
WI
WrapManager Inc
California
$370K +$42.4K 1 0.13% Increased