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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
PWSG
Pacific Wealth Strategies Group
California
$439K -$66.1K 1 0.31% Reduced
1302
RE
RBC Europe
United Kingdom
$436K $0 6 0.06% Maintained
1303
FMLI
Fukoku Mutual Life Insurance
Japan
$434K $0 1 0.06% Maintained
1304
USGIU
U.S. Global Investors (USGI)
Texas
$433K -$772K 1 0.25% Reduced
1305
CAM
Carret Asset Management
New York
$432K $0 1 0.08% Maintained
1306
BOTW
Bank of the West
California
$429K -$427K 1 0.05% Reduced
1307
BDF
Balasa Dinverno & Foltz
$428K -$79.2K 1 0.05% Reduced
1308
CB
Cadence Bank
Mississippi
$428K $0 1 0.05% Maintained
1309
NONA
Ninety One North America
New York
$428K +$23K 1 0.05% Increased
1310
YWP
YorkBridge Wealth Partners
New York
$428K -$21.9K 3 0.23% Reduced
1311
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$427K +$1.13K 1 0.05% Increased
1312
RTC
Riverview Trust Company
Washington
$426K +$526K 1 0.33% New
1313
SWA
Stratos Wealth Advisors
Ohio
$425K +$463K 1 0.28% New
1314
SCM
Suffolk Capital Management
New York
$425K -$369K 1 0.08% Reduced
1315
IWA
Intercontinental Wealth Advisors
Texas
$424K -$13.3K 2 0.24% Reduced
1316
VHAM
Van Hulzen Asset Management
California
$424K -$583K 1 0.12% Reduced
1317
PHS
Pekin Hardy Strauss
Illinois
$421K $0 1 0.07% Maintained
1318
MWM
Marietta Wealth Management
Georgia
$419K -$5.91K 1 0.2% Reduced
1319
AW
Alpha Windward
Massachusetts
$418K +$396K 1 0.31% Increased
1320
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$418K -$152K 1 0.06% Reduced
1321
HCA
Harbour Capital Advisors
Virginia
$418K +$25.3K 1 0.21% Increased
1322
ARG
Advisory Resource Group
Oklahoma
$416K +$456K 1 0.26% New
1323
WKWM
Walter & Keenan Wealth Management
Indiana
$416K -$23.9K 1 0.19% Reduced
1324
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$412K +$269K 1 0.09% Increased
1325
WIP
Wellesley Investment Partners
Massachusetts
$410K -$3.52K 1 0.15% Reduced