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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
Hills Bank & Trust
Hills Bank & Trust
Iowa
$599K +$638 2 0.16% Increased
1227
SNS Financial Group
SNS Financial Group
Minnesota
$592K $0 1 0.14% Maintained
1228
TSWM
Triangle Securities Wealth Management
North Carolina
$592K -$4.31K 1 0.31% Reduced
1229
AFP
Ausdal Financial Partners
Iowa
$588K +$209K 2 0.17% Increased
1230
BDF
Balasa Dinverno & Foltz
$587K +$119K 2 0.07% Increased
1231
FMLI
Fukoku Mutual Life Insurance
Japan
$582K +$404K 1 0.07% Increased
1232
Ballentine Partners
Ballentine Partners
Massachusetts
$579K +$5.93K 2 0.03% Increased
1233
Smithfield Trust
Smithfield Trust
Pennsylvania
$574K -$37.7K 4 0.06% Reduced
1234
HH
Hilltop Holdings
Texas
$571K +$8.33K 1 0.12% Increased
1235
CB
Cadence Bank
Mississippi
$569K +$634K 1 0.05% New
1236
GP
Geneva Partners
Wisconsin
$564K -$629K 1 0.43% Reduced
1237
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$562K $0 1 0.02% Maintained
1238
SL
Summitry LLC
California
$562K $0 1 0.05% Maintained
1239
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$561K +$10K 3 0.08% Increased
1240
AC
Avestar Capital
New York
$560K +$42.9K 6 0.32% Increased
1241
TCM
Tributary Capital Management
Nebraska
$556K $0 1 0.04% Maintained
1242
BDWM
Brewin Dolphin Wealth Management
Ireland
$556K $0 1 0.3% Maintained
1243
WAP
Wealthcare Advisory Partners
Pennsylvania
$551K +$2.1K 5 0.1% Increased
1244
RE
RBC Europe
United Kingdom
$551K -$6.65K 6 0.06% Reduced
1245
Avantax Planning Partners
Avantax Planning Partners
Iowa
$550K +$79K 5 0.04% Increased
1246
GWS
Glassman Wealth Services
Virginia
$549K +$585K 6 0.25% Increased
1247
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$549K -$497K 3 0.07% Reduced
1248
CF
Copperwynd Financial
Arizona
$547K +$12.5K 1 0.33% Increased
1249
OWA
One Wealth Advisors
California
$547K +$149K 3 0.42% Increased
1250
PFBT
Parkside Financial Bank & Trust
Missouri
$545K +$6.56K 6 0.19% Increased