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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
1226
CFA
CT Financial Advisors
Pennsylvania
$313K $0 2 0.18% Maintained
1227
AIM
Anchor Investment Management
South Carolina
$310K +$298K 5 0.13% New
1228
FWM
Frontier Wealth Management
Missouri
$310K +$304K 1 0.03% New
1229
IWMPD
Integrated Wealth Management (Palm Desert)
California
$309K -$40.5K 4 0.13% Reduced
1230
AR
Advisory Research
Illinois
$307K +$49.1K 1 0.01% Increased
1231
Harvard Management Company
Harvard Management Company
Massachusetts
$307K $0 1 0.02% Maintained
1232
CAM
Carret Asset Management
New York
$306K $0 1 0.07% Maintained
1233
BIAS
Beacon Investment Advisory Services
New Jersey
$304K +$3.07K 1 0.07% Increased
1234
FCM
Forester Capital Management
Illinois
$302K +$95.2K 1 0.28% Increased
1235
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$301K -$37.4K 2 0% Reduced
1236
FTC
Farmers Trust Company
Ohio
$300K -$4.41M 1 0.1% Reduced
1237
HCA
Harbour Capital Advisors
Virginia
$300K $0 1 0.17% Maintained
1238
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$298K -$43.3K 1 0.1% Reduced
1239
PFS
Physicians Financial Services
North Carolina
$298K $0 2 0.27% Maintained
1240
Element Capital Management
Element Capital Management
New York
$296K +$290K 1 0.04% New
1241
SS
Sunbelt Securities
Texas
$293K $0 1 0.43% Maintained
1242
Ariel Investments
Ariel Investments
Illinois
$292K +$286K 1 0% New
1243
CFA
Carroll Financial Associates
North Carolina
$289K -$14.5K 5 0.05% Reduced
1244
Gofen & Glossberg
Gofen & Glossberg
Illinois
$288K $0 1 0.01% Maintained
1245
JWM
Jacobus Wealth Management
Wisconsin
$285K $0 2 0.08% Maintained
1246
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$281K -$12K 7 0.17% Reduced
1247
BKA
Brick & Kyle Associates
Pennsylvania
$280K -$6.67K 2 0.24% Reduced
1248
CCG
Chatham Capital Group
Georgia
$280K $0 1 0.09% Maintained
1249
DAM
Delta Asset Management
Tennessee
$280K +$89 2 0.05% Increased
1250
GHAM
Gilman Hill Asset Management
Connecticut
$280K +$29.7K 1 0.13% Increased