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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
BTIS
BB&T Investment Services
North Carolina
$201K +$211K 5 0.15% New
1327
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$201K -$3.7K 1 0.02% Reduced
1328
SWA
Sutton Wealth Advisors
Florida
$197K $0 4 0.18% Maintained
1329
CB
Community Bank
New York
$195K $0 2 0.04% Maintained
1330
DIA
Davidson Investment Advisors
Montana
$194K +$52.6K 2 0.03% Increased
1331
TG
TLP Group
Illinois
$191K +$75.3K 3 0.19% Increased
1332
NSIM
North Star Investment Management
Illinois
$190K +$192K 3 0.03% Increased
1333
LIM
Lagoda Investment Management
New York
$189K +$192K 1 0.06% New
1334
Quadrant Capital Group
Quadrant Capital Group
Ohio
$187K -$326K 6 0.09% Reduced
1335
MFW
Mosaic Family Wealth
Missouri
$186K $0 4 0.09% Maintained
1336
SFG
SevenBridge Financial Group
Pennsylvania
$185K $0 3 0.13% Maintained
1337
OC
Oakworth Capital
Alabama
$180K +$27.4K 4 0.06% Increased
1338
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$172K +$101K 5 0.02% Increased
1339
VanEck Associates
VanEck Associates
New York
$170K -$760 1 0% Reduced
1340
CAW
Cornerstone Advisors (Washington)
Washington
$169K +$28.2K 6 0.14% Increased
1341
PIM
Parasol Investment Management
Illinois
$169K $0 1 0.18% Maintained
1342
PC
Permit Capital
Pennsylvania
$161K -$537K 2 0.11% Reduced
1343
JGIA
Jackson Grant Investment Advisers
Connecticut
$160K -$8.21K 2 0.14% Reduced
1344
KT
Kanaly Trust
Texas
$160K -$15.6K 5 0.03% Reduced
1345
BKA
Brick & Kyle Associates
Pennsylvania
$146K -$31.8K 2 0.12% Reduced
1346
CIC
Cutler Investment Counsel
Oregon
$145K $0 1 0.04% Maintained
1347
Penserra Capital Management
Penserra Capital Management
California
$145K -$18K 2 0.02% Reduced
1348
Rockefeller Financial Services
Rockefeller Financial Services
New York
$143K +$11.1K 2 0% Increased
1349
Global Retirement Partners
Global Retirement Partners
California
$140K +$145K 4 0.09% New
1350
AOWM
Alpha Omega Wealth Management
Virginia
$135K +$140K 2 0.07% New