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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
RCAG
Rehmann Capital Advisory Group
Michigan
$616K +$86K 7 0.08% Increased
1277
BHA
Beech Hill Advisors
New York
$616K $0 1 0.32% Maintained
1278
CCM
Canal Capital Management
Virginia
$616K +$25.8K 1 0.37% Increased
1279
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$616K -$14.3K 1 0.15% Reduced
1280
IEFM
IQ EQ Fund Management
Ireland
$612K +$589K 1 0.2% New
1281
CC
Claybrook Capital
Massachusetts
$611K $0 1 0.32% Maintained
1282
KIA
KCM Investment Advisors
California
$611K +$504 1 0.04% Increased
1283
PWP
Private Wealth Partners
California
$610K $0 1 0.09% Maintained
1284
BDWM
Brewin Dolphin Wealth Management
Ireland
$609K $0 1 0.32% Maintained
1285
MWA
Meridian Wealth Advisors
Texas
$609K +$12.4K 1 0.42% Increased
1286
H
Hexavest
Quebec, Canada
$608K +$352K 6 0.01% Increased
1287
CHP
Cable Hill Partners
Oregon
$606K -$138K 1 0.21% Reduced
1288
MSS
Mitchell Sinkler & Starr
Pennsylvania
$603K +$2.52K 1 0.69% Increased
1289
AFNAS
American Financial Network Advisory Services
California
$599K -$266K 1 0.47% Reduced
1290
TIA
Traphagen Investment Advisors
New Jersey
$598K +$44K 1 0.16% Increased
1291
CRWM
Castle Rock Wealth Management
California
$598K +$589K 1 0.66% New
1292
BO
BRR OpCo
Ohio
$595K -$470K 1 0.1% Reduced
1293
Allworth Financial
Allworth Financial
California
$590K -$1.75K 5 0.02% Reduced
1294
SM
Sciencast Management
New Jersey
$590K -$2.68M 2 0.33% Reduced
1295
AIM
Axiom Investment Management
New York
$588K -$134K 2 0.11% Reduced
1296
FPS
Fieldpoint Private Securities
Connecticut
$585K +$32K 4 0.18% Increased
1297
PFM
Peak Financial Management
Massachusetts
$585K $0 1 0.26% Maintained
1298
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$583K +$209K 2 0.05% Increased
1299
IC
Inscription Capital
Texas
$582K -$41.8K 1 0.44% Reduced
1300
LW
Linscomb Wealth
Texas
$579K +$10.9K 2 0.05% Increased