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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
EW
Evoke Wealth
California
$664K +$16.2K 6 0.05% Increased
1252
Keeley-Teton Advisors
Keeley-Teton Advisors
Illinois
$664K $0 1 0.11% Maintained
1253
MFP
Michael F. Price
$663K $0 1 0.12% Maintained
1254
PFS Investments
PFS Investments
Georgia
$663K +$162K 1 0.02% Increased
1255
GI
GS Investments
Minnesota
$660K -$730K 1 1.79% Reduced
1256
FC
FORA Capital
Florida
$659K -$174K 3 0.43% Reduced
1257
Lombard Odier Asset Management (Europe)
Lombard Odier Asset Management (Europe)
United Kingdom
$659K +$630K 2 0.04% New
1258
Resource Management
Resource Management
Louisiana
$659K -$33.6K 1 0.11% Reduced
1259
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$654K +$26.7K 2 0.02% Increased
1260
EP
Eudaimonia Partners
Tennessee
$653K +$34.2K 3 0.17% Increased
1261
WealthSource Partners
WealthSource Partners
California
$653K -$169K 2 0.09% Reduced
1262
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$652K $0 1 0.01% Maintained
1263
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$644K $0 3 0.07% Maintained
1264
Murphy Capital Management
Murphy Capital Management
New Jersey
$644K -$48.3K 2 0.09% Reduced
1265
HJIM
Henry James International Management
New York
$643K -$89.1K 2 0.26% Reduced
1266
KAS
Kemnay Advisory Services
New York
$642K +$618K 1 0.09% New
1267
Algert Global
Algert Global
California
$635K +$314K 1 0.2% Increased
1268
HoyleCohen
HoyleCohen
California
$635K -$34.7K 1 0.09% Reduced
1269
Meridian Wealth Advisors
Meridian Wealth Advisors
Texas
$634K -$7.45K 1 0.27% Reduced
1270
RMAM
Raab & Moskowitz Asset Management
New Jersey
$634K +$3.83K 1 0.29% Increased
1271
Two Sigma Securities
Two Sigma Securities
New York
$632K -$1.25M 2 0.01% Reduced
1272
BC
Barnett & Company
Tennessee
$631K +$37.3K 2 0.45% Increased
1273
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
$631K $0 1 0.19% Maintained
1274
Tributary Capital Management
Tributary Capital Management
Nebraska
$630K -$31.9K 1 0.05% Reduced
1275
Independent Financial Group
Independent Financial Group
California
$630K -$20.8K 1 0.12% Reduced