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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
EMG
Ellington Management Group
Connecticut
$446K -$747K 2 0.08% Reduced
1227
SLF
Sun Life Financial
Ontario, Canada
$441K +$9.55K 3 0.04% Increased
1228
MWM
Marietta Wealth Management
Georgia
$438K -$38.5K 1 0.25% Reduced
1229
CTI
Community Trust & Investment
Kentucky
$437K $0 1 0.05% Maintained
1230
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$437K -$210K 1 0.03% Reduced
1231
OA
Oak Associates
Ohio
$433K $0 1 0.03% Maintained
1232
AFNAS
American Financial Network Advisory Services
California
$429K +$420K 2 0.18% New
1233
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$426K +$52K 5 0.02% Increased
1234
Emerald Advisers
Emerald Advisers
Pennsylvania
$426K $0 1 0.02% Maintained
1235
PP
PagnatoKarp Partners
Virginia
$424K +$5.86K 1 0.11% Increased
1236
WIM
Westside Investment Management
California
$424K $0 5 0.26% Maintained
1237
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$423K $0 1 0.2% Maintained
1238
MSS
Mitchell Sinkler & Starr
Pennsylvania
$421K +$11.6K 1 0.66% Increased
1239
FTI
Fiduciary Trust International
Massachusetts
$419K $0 1 0.11% Maintained
1240
YWP
YorkBridge Wealth Partners
New York
$419K -$17K 4 0.22% Reduced
1241
First Horizon Advisors
First Horizon Advisors
Tennessee
$416K -$11.8K 5 0.04% Reduced
1242
TCM
Tufton Capital Management
Maryland
$415K $0 1 0.08% Maintained
1243
SFSIG
San Francisco Sentry Investment Group
California
$410K +$76.9K 5 0.14% Increased
1244
WKWM
Walter & Keenan Wealth Management
Indiana
$410K -$12.9K 1 0.19% Reduced
1245
MA
Marshwinds Advisory
Georgia
$409K -$13.2K 1 0.19% Reduced
1246
PTC
Provident Trust Company
Wisconsin
$407K $0 1 0.02% Maintained
1247
CAM
Carret Asset Management
New York
$405K $0 1 0.07% Maintained
1248
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$403K -$41.3K 4 0.15% Reduced
1249
FAM
Formidable Asset Management
Ohio
$401K +$392K 1 0.17% New
1250
HPCM
High Pointe Capital Management
Illinois
$400K +$41.4K 1 0.59% Increased