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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
1251
DVM
Dreman Value Management
Florida
$172K -$35.4K 1 0.02% Reduced
1252
CB
Community Bank
New York
$163K $0 1 0.04% Maintained
1253
CAL
Capital Advisors Ltd
Ohio
$160K $0 2 0.09% Maintained
1254
CFA
Camarda Financial Advisors
Florida
$153K +$151K 1 0.1% New
1255
SignatureFD
SignatureFD
Georgia
$148K -$86.9K 5 0.03% Reduced
1256
VIA
Vantage Investment Advisors
Pennsylvania
$144K -$11.6K 3 0.08% Reduced
1257
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$143K +$128K 2 0% Increased
1258
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$138K $0 1 0.08% Maintained
1259
PIM
Parasol Investment Management
Illinois
$138K -$5K 1 0.12% Reduced
1260
PCM
Prelude Capital Management
New York
$136K +$65.8K 1 0.02% Increased
1261
SIM
Sonora Investment Management
Arizona
$136K +$136K 4 0.04% New
1262
TCCM
Timber Creek Capital Management
Massachusetts
$136K $0 3 0.13% Maintained
1263
YL
YCG LLC
Texas
$135K $0 3 0.04% Maintained
1264
IMS
Index Management Solutions
Pennsylvania
$132K -$5.06K 3 0.13% Reduced
1265
JWM
Jackson Wealth Management
Florida
$123K +$122K 1 0.04% New
1266
PAA
Peregrine Asset Advisers
Oregon
$123K $0 1 0.13% Maintained
1267
DIA
Davidson Investment Advisors
Montana
$122K $0 1 0.02% Maintained
1268
ZB
Zions Bancorporation
Utah
$121K +$117K 5 0.02% New
1269
Rockefeller Financial Services
Rockefeller Financial Services
New York
$113K +$98.2K 1 0% New
1270
CK
Carnick & Kubik
Colorado
$110K +$109K 3 0.08% New
1271
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$107K -$6.17K 1 0.01% Reduced
1272
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$107K $0 4 0.01% Maintained
1273
SGAM
Steinberg Global Asset Management
Florida
$104K +$13.9K 1 0.02% Increased
1274
WSCM
Wellington Shields Capital Management
New York
$104K $0 1 0.02% Maintained
1275
AWS
Aris Wealth Services
Pennsylvania
$102K -$939K 3 0.21% Reduced