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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
1301
JAM
JCIC Asset Management
Ontario, Canada
$79K +$23K 1 0.01% Increased
1302
Rockefeller Financial Services
Rockefeller Financial Services
New York
$79K -$11.7K 2 0% Reduced
1303
AIIMS
Analyst IMS Investment Management Services
Israel
$77K +$82.6K 1 0.03% New
1304
IC
Intersect Capital
California
$77K +$9.15K 3 0.06% Increased
1305
MWAN
Mariner Wealth Advisors (NYC)
Kansas
$76K +$76.4K 5 0.04% New
1306
OSNBOA
Old Second National Bank of Aurora
Illinois
$74K $0 2 0.03% Maintained
1307
CA
CapWealth Advisors
Tennessee
$73K +$72.5K 1 0.02% New
1308
PSC
Prentiss Smith & Co
Vermont
$73K $0 2 0.03% Maintained
1309
DG
Davidson & Garrard
Virginia
$72K $0 1 0.02% Maintained
1310
Gratus Capital
Gratus Capital
Georgia
$72K $0 1 0.02% Maintained
1311
CHP
Cable Hill Partners
Oregon
$70K -$9.21K 5 0.05% Reduced
1312
CHC
City Holding Co
West Virginia
$68K +$2.19K 3 0.03% Increased
1313
LOCC
Lombard Odier & Cie (Canada)
Quebec, Canada
$68K $0 2 0.11% Maintained
1314
NCMG
NCM Capital Management Group
North Carolina
$67K $0 1 0.76% Maintained
1315
MCM
Mitchell Capital Management
Kansas
$63K $0 1 0.02% Maintained
1316
Saturna Capital
Saturna Capital
Washington
$63K $0 1 0% Maintained
1317
IMS
Index Management Solutions
Pennsylvania
$61K +$17.6K 3 0.05% Increased
1318
KPCM
Kings Point Capital Management
New York
$61K +$59.1K 1 0.02% New
1319
GC
Garde Capital
Washington
$58K $0 1 0.02% Maintained
1320
MWP
MYCIO Wealth Partners
Pennsylvania
$54K $0 3 0.01% Maintained
1321
GWS
Glassman Wealth Services
Virginia
$53K $0 1 0.04% Maintained
1322
HI
Hudock Inc
Pennsylvania
$53K +$19.9K 2 0.02% Increased
1323
TJHA
Thomas J. Herzfeld Advisors
Florida
$52K +$39.5K 2 0.02% Increased
1324
QAM
QCI Asset Management
New York
$51K $0 1 0.01% Maintained
1325
CP
Corbenic Partners
Pennsylvania
$48K $0 1 0.04% Maintained