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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
YL
YCG LLC
Texas
$199K $0 3 0.06% Maintained
1327
JSAM
J. Safra Asset Management
New York
$192K -$421K 3 0.31% Reduced
1328
TCM
Tradewinds Capital Management
Washington
$183K +$783 2 0.13% Increased
1329
PIM
Parasol Investment Management
Illinois
$182K $0 1 0.19% Maintained
1330
JGIA
Jackson Grant Investment Advisers
Connecticut
$180K +$1.5K 2 0.16% Increased
1331
JCM
Jacobi Capital Management
Pennsylvania
$178K +$169K 2 0.09% New
1332
EDRS
Edmond de Rothschild (Suisse)
Switzerland
$175K -$41.2K 2 0.06% Reduced
1333
VIA
Vantage Investment Advisors
Pennsylvania
$170K -$12.4K 4 0.07% Reduced
1334
CAL
Capital Advisors Ltd
Ohio
$169K $0 2 0.08% Maintained
1335
CIC
Cutler Investment Counsel
Oregon
$164K +$149K 1 0.05% New
1336
PTA
Pear Tree Advisors
Massachusetts
$159K $0 1 0.07% Maintained
1337
Klingman & Associates
Klingman & Associates
New York
$156K $0 1 0.05% Maintained
1338
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$155K +$3.27M 1 0.03% New
1339
BWA
Burt Wealth Advisors
Maryland
$154K -$4.5K 2 0.17% Reduced
1340
GBT
Grove Bank & Trust
Florida
$153K +$5.48K 3 0.14% Increased
1341
DIA
Davidson Investment Advisors
Montana
$149K $0 1 0.03% Maintained
1342
AIM
Acrospire Investment Management
Illinois
$141K +$16.6K 3 0.1% Increased
1343
JAM
Jolley Asset Management
North Carolina
$140K +$36.4K 1 0.11% Increased
1344
VanEck Associates
VanEck Associates
New York
$140K +$31.9K 1 0% Increased
1345
SGAM
Steinberg Global Asset Management
Florida
$139K $0 1 0.02% Maintained
1346
Rockefeller Financial Services
Rockefeller Financial Services
New York
$137K -$50.6K 1 0% Reduced
1347
SIM
Sonora Investment Management
Arizona
$137K $0 4 0.03% Maintained
1348
RBC
Roble Belko & Company
Pennsylvania
$132K +$126K 1 0.07% New
1349
MIC
MU Investments Company
Japan
$126K -$103K 1 0.09% Reduced
1350
Ronald Blue & Co
Ronald Blue & Co
Georgia
$126K +$51.6K 1 0.01% Increased