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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
1276
BA
Bard Associates
Illinois
$297K $0 1 0.13% Maintained
1277
SCM
Somerset Capital Management
United Kingdom
$294K $0 1 0.08% Maintained
1278
CC
Cannell & Co
New York
$292K -$11.5K 1 0.01% Reduced
1279
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$292K -$77.1K 1 0.04% Reduced
1280
RCAG
Rehmann Capital Advisory Group
Michigan
$288K +$264K 1 0.06% New
1281
Truepoint Inc
Truepoint Inc
Ohio
$287K -$208K 1 0.03% Reduced
1282
AIS
American Investment Services
Massachusetts
$285K -$315K 1 0.11% Reduced
1283
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$283K +$41.4K 1 0.01% Increased
1284
1GA
1st Global Advisors
Texas
$281K -$573 1 0.03% Reduced
1285
ZCA
Zeke Capital Advisors
Pennsylvania
$281K +$31K 1 0.05% Increased
1286
IHT Wealth Management
IHT Wealth Management
Illinois
$279K +$26.3K 6 0.14% Increased
1287
DCM
Dimension Capital Management
Florida
$277K +$7.79K 1 0.09% Increased
1288
CFA
Capstone Financial Advisors
Illinois
$276K +$9.29K 1 0.13% Increased
1289
CCM
Cribstone Capital Management
Maine
$275K $0 1 0.15% Maintained
1290
OCG
Opus Capital Group
Ohio
$275K $0 1 0.05% Maintained
1291
Citizens Financial Group
Citizens Financial Group
Rhode Island
$273K -$123K 2 0.02% Reduced
1292
Wedge Capital Management
Wedge Capital Management
North Carolina
$273K -$42.3K 1 0% Reduced
1293
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$271K $0 1 0.02% Maintained
1294
TW
Transform Wealth
Colorado
$271K $0 1 0.31% Maintained
1295
KCM
Kanawha Capital Management
Virginia
$270K +$280K 1 0.04% New
1296
WAS
WESPAC Advisors SoCal
California
$270K $0 1 0.17% Maintained
1297
FHA
Flagship Harbor Advisors
Massachusetts
$268K +$289K 1 0.09% New
1298
ID
Integral Derivatives
New York
$268K -$706K 1 0.01% Reduced
1299
NQWM
Northwest Quadrant Wealth Management
Oregon
$268K -$170K 1 0.23% Reduced
1300
Wolverine Asset Management
Wolverine Asset Management
Illinois
$267K -$57.3K 1 0% Reduced