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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
1326
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$158K -$12.6M 1 0.02% Reduced
1327
PIM
Parasol Investment Management
Illinois
$157K $0 1 0.15% Maintained
1328
AIM
Advantage Investment Management
Iowa
$156K +$121K 6 0.08% Increased
1329
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$151K +$11.4K 2 0.07% Increased
1330
GBT
Grove Bank & Trust
Florida
$141K +$143K 2 0.13% New
1331
TCCM
Timber Creek Capital Management
Massachusetts
$139K $0 3 0.12% Maintained
1332
DIA
Davidson Investment Advisors
Montana
$138K $0 1 0.02% Maintained
1333
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$137K -$913K 7 0.02% Reduced
1334
SIM
Sonora Investment Management
Arizona
$133K -$10.6K 4 0.03% Reduced
1335
Rockefeller Financial Services
Rockefeller Financial Services
New York
$127K $0 1 0% Maintained
1336
RFWA
RPg Family Wealth Advisory
Massachusetts
$123K +$121K 2 0.11% New
1337
CIM
CenturyLink Investment Management
Colorado
$123K +$129K 1 0.04% New
1338
SGAM
Steinberg Global Asset Management
Florida
$118K +$7.24K 1 0.02% Increased
1339
ZB
Zions Bancorporation
Utah
$117K +$1.01K 5 0.02% Increased
1340
Krilogy Financial
Krilogy Financial
Missouri
$114K -$81.1K 4 0.11% Reduced
1341
JGIA
Jackson Grant Investment Advisers
Connecticut
$113K +$117K 1 0.11% New
1342
PAA
Peregrine Asset Advisers
Oregon
$112K $0 1 0.1% Maintained
1343
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$109K -$12.4K 1 0.01% Reduced
1344
LNB
Ledyard National Bank
$101K +$2.1K 3 0.02% Increased
1345
LJHT
Laurie J. Hall Trustee
$99K +$107K 1 0.07% New
1346
MWM
MinichMacGregor Wealth Management
New York
$99K +$91.5K 4 0.09% New
1347
Evercore Wealth Management
Evercore Wealth Management
New York
$98K -$2.58M 3 0% Reduced
1348
OSNBOA
Old Second National Bank of Aurora
Illinois
$95K $0 2 0.05% Maintained
1349
M
MOTCO
Texas
$94K +$29.7K 3 0.01% Increased
1350
VanEck Associates
VanEck Associates
New York
$89K +$29.6K 1 0% Increased