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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
SWA
SFMG Wealth Advisors
Texas
$745K -$137K 1 0.1% Reduced
1227
AAM
American Asset Management
Florida
$742K -$168K 1 0.51% Reduced
1228
RPC
Rossmore Private Capital
Connecticut
$741K $0 1 0.26% Maintained
1229
BRWM
B. Riley Wealth Management
Tennessee
$736K -$156K 1 0.11% Reduced
1230
Capstone Investment Advisors
Capstone Investment Advisors
New York
$736K -$123K 2 0.01% Reduced
1231
SAM
Shamrock Asset Management
Texas
$729K +$12.4K 1 0.52% Increased
1232
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$716K +$3.38K 2 0.08% Increased
1233
MPAM
Murphy Pohlad Asset Management
Minnesota
$715K -$16.3K 1 0.43% Reduced
1234
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$709K +$183K 3 0.09% Increased
1235
CL
CSS LLC
Illinois
$703K +$21.8K 2 0.04% Increased
1236
PAS
Partnervest Advisory Services
California
$703K +$5.03K 2 0.28% Increased
1237
GA
GFS Advisors
Texas
$702K +$7.2K 2 0.2% Increased
1238
HCA
Harbour Capital Advisors
Virginia
$699K +$98.5K 1 0.3% Increased
1239
G
Gainplan
Michigan
$698K +$717K 1 0.42% New
1240
Ballentine Partners
Ballentine Partners
Massachusetts
$696K +$212K 2 0.03% Increased
1241
T2I
Turim 21 Investimentos
Brazil
$696K $0 1 0.25% Maintained
1242
ERIM
Eagle Ridge Investment Management
Connecticut
$693K +$58.1K 2 0.1% Increased
1243
GWS
Glassman Wealth Services
Virginia
$685K +$136K 6 0.28% Increased
1244
SL
Summitry LLC
California
$683K $0 1 0.06% Maintained
1245
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$683K +$33.9K 3 0.1% Increased
1246
Hills Bank & Trust
Hills Bank & Trust
Iowa
$674K +$7.81K 2 0.17% Increased
1247
DLG
Daniel L. Goodwin
$673K $0 1 0.31% Maintained
1248
FNBOH
First National Bank of Hutchinson
Kansas
$673K +$2.15K 1 0.4% Increased
1249
SW
SlateStone Wealth
Florida
$670K $0 1 0.19% Maintained
1250
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$667K +$669K 2 0.09% New