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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
SBIA
Sheaff Brock Investment Advisors
Indiana
$321K +$1.98K 1 0.04% Increased
1302
CFA
Carroll Financial Associates
North Carolina
$316K -$34.6K 6 0.04% Reduced
1303
BCMO
Buckingham Capital Management (Ohio)
Ohio
$314K -$377K 1 0.07% Reduced
1304
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$314K -$106K 1 0.02% Reduced
1305
4IG
440 Investment Group
Kansas
$312K $0 1 0.24% Maintained
1306
Sentry Investments
Sentry Investments
Ontario, Canada
$310K +$334K 1 0% New
1307
CFA
Capstone Financial Advisors
Illinois
$305K $0 1 0.14% Maintained
1308
CC
Cannell & Co
New York
$304K -$11.7K 1 0.01% Reduced
1309
KA
Kovack Advisors
Florida
$304K -$49.9K 1 0.1% Reduced
1310
QC
QCM Cayman
Texas
$304K +$174K 1 0.78% Increased
1311
SCM
Somerset Capital Management
United Kingdom
$302K $0 1 0.08% Maintained
1312
CCM
Cadence Capital Management
Massachusetts
$300K -$1.16M 1 0.02% Reduced
1313
TW
Transform Wealth
Colorado
$299K $0 1 0.1% Maintained
1314
Gratus Capital
Gratus Capital
Georgia
$297K +$213K 2 0.04% Increased
1315
ZB
Zions Bancorporation
Utah
$295K +$246K 5 0.04% Increased
1316
DCM
Dimension Capital Management
Florida
$294K -$5.15K 1 0.09% Reduced
1317
Allworth Financial
Allworth Financial
California
$293K +$21.3K 4 0.02% Increased
1318
HI
Hendershot Investments
Virginia
$293K $0 1 0.12% Maintained
1319
SI
SII Investments
Wisconsin
$293K +$4.92K 1 0.02% Increased
1320
WAS
WESPAC Advisors SoCal
California
$292K $0 1 0.17% Maintained
1321
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$291K -$23.8K 1 0.03% Reduced
1322
CWM
Concentric Wealth Management
California
$290K $0 1 0.22% Maintained
1323
Wedge Capital Management
Wedge Capital Management
North Carolina
$290K -$30.5K 1 0% Reduced
1324
BSB
Bangor Savings Bank
Maine
$288K +$52.3K 1 0.06% Increased
1325
IIM
Ipswich Investment Management
Massachusetts
$286K $0 1 0.13% Maintained