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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
Ballentine Partners
Ballentine Partners
Massachusetts
$697K +$13.1K 2 0.03% Increased
1252
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$691K +$52.7K 3 0.05% Increased
1253
Brewin Dolphin Wealth Management
Brewin Dolphin Wealth Management
Ireland
$690K $0 1 0.35% Maintained
1254
PCAP
Pratt Collard Advisory Partners
New York
$689K +$197K 1 0.54% Increased
1255
Virtue Capital Management
Virtue Capital Management
Tennessee
$682K +$418K 2 0.22% Increased
1256
Zions Bancorporation
Zions Bancorporation
Utah
$681K +$17.2K 5 0.1% Increased
1257
KCM Investment Advisors
KCM Investment Advisors
California
$679K +$102K 1 0.04% Increased
1258
KC
Kepos Capital
New York
$679K +$733K 1 0.07% New
1259
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$677K +$27.9K 1 0.16% Increased
1260
Smithfield Trust
Smithfield Trust
Pennsylvania
$672K +$82.5K 3 0.07% Increased
1261
Hilltop Holdings
Hilltop Holdings
Texas
$669K -$151K 1 0.13% Reduced
1262
BAS
Brown Advisory Securities
Maryland
$664K -$53.7K 1 0.19% Reduced
1263
CP
Covenant Partners
Tennessee
$664K $0 1 0.35% Maintained
1264
FFSOTS
Fiduciary Financial Services of The Southwest
Texas
$663K $0 1 0.18% Maintained
1265
BHA
Beech Hill Advisors
New York
$662K $0 1 0.35% Maintained
1266
HoyleCohen
HoyleCohen
California
$659K +$5.02K 1 0.11% Increased
1267
SAM
Shamrock Asset Management
Texas
$659K -$33.3K 1 0.51% Reduced
1268
CC
Claybrook Capital
Massachusetts
$657K $0 1 0.34% Maintained
1269
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$657K -$2.73M 1 0.01% Reduced
1270
UAM
UAS Asset Management
New York
$657K -$19.1K 1 0.26% Reduced
1271
TIA
Traphagen Investment Advisors
New Jersey
$653K +$36.3K 1 0.17% Increased
1272
Summitry LLC
Summitry LLC
California
$648K $0 1 0.05% Maintained
1273
WWM
WT Wealth Management
Arizona
$648K +$629K 1 0.56% New
1274
HC
Henshaw Capital
Massachusetts
$644K -$225K 2 0.05% Reduced
1275
MIM
Marco Investment Management
Georgia
$639K +$50.2K 1 0.11% Increased