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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
CAM
Carret Asset Management
New York
$367K -$204K 1 0.06% Reduced
1227
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$367K +$11.9K 1 0.14% Increased
1228
LF
Lee Financial
Texas
$367K +$2.74K 2 0.14% Increased
1229
OA
Oak Associates
Ohio
$367K $0 1 0.03% Maintained
1230
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$365K $0 1 0.21% Maintained
1231
PTC
Provident Trust Company
Wisconsin
$364K $0 1 0.02% Maintained
1232
GAM
Griffin Asset Management
New York
$360K +$374K 1 0.1% New
1233
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$359K $0 1 0.05% Maintained
1234
Boothbay Fund Management
Boothbay Fund Management
New York
$357K -$90K 1 0.07% Reduced
1235
EIM
Essex Investment Management
Massachusetts
$356K $0 1 0.05% Maintained
1236
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$354K +$4.33K 5 0.18% Increased
1237
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$353K -$61.1K 5 0.02% Reduced
1238
SG
StoneX Group
New York
$352K +$354K 2 0.11% New
1239
CAM
Chesapeake Asset Management
New York
$351K $0 1 0.33% Maintained
1240
Ballentine Partners
Ballentine Partners
Massachusetts
$349K +$351K 1 0.03% New
1241
BHA
Beech Hill Advisors
New York
$348K +$143K 1 0.19% Increased
1242
GA
Greytown Advisors
Florida
$346K +$25.3K 1 0.28% Increased
1243
PFBT
Parkside Financial Bank & Trust
Missouri
$346K -$1.69K 5 0.14% Reduced
1244
PCM
Perritt Capital Management
Illinois
$343K -$2.33K 1 0.09% Reduced
1245
FA
FCG Advisors
New Jersey
$337K +$309K 1 0.11% New
1246
AIM
Advantage Investment Management
Iowa
$335K -$13.3K 6 0.12% Reduced
1247
CL
CPWM LLC
Washington
$333K $0 1 0.08% Maintained
1248
PWP
Private Wealth Partners
California
$332K +$103K 1 0.07% Increased
1249
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
$331K +$76K 1 0.11% Increased
1250
GHAM
Gilman Hill Asset Management
Connecticut
$331K -$28.6K 1 0.14% Reduced