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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
WA
Wheatland Advisors
Pennsylvania
$241K $0 1 0.22% Maintained
1327
BWA
Burt Wealth Advisors
Maryland
$240K $0 2 0.17% Maintained
1328
FP
Foundry Partners
Minnesota
$240K -$239K 1 0.01% Reduced
1329
SAM
Shikiar Asset Management
New York
$240K -$2.06M 1 0.1% Reduced
1330
CPA
Clear Perspective Advisors
Illinois
$239K $0 2 0.2% Maintained
1331
MCM
Monarch Capital Management
Indiana
$237K +$218K 1 0.09% New
1332
Addenda Capital
Addenda Capital
Quebec, Canada
$236K $0 1 0.02% Maintained
1333
LC
LCNB Corp
Ohio
$234K $0 1 0.23% Maintained
1334
HRT Financial
HRT Financial
New York
$233K +$242K 1 0.37% New
1335
IFWM
Institute for Wealth Management
Colorado
$233K +$214K 1 0.06% New
1336
VWA
V Wealth Advisors
Kansas
$233K +$219K 4 0.11% New
1337
MTIM
Marathon Trading Investment Management
Pennsylvania
$232K -$882K 1 0.04% Reduced
1338
MFW
Mosaic Family Wealth
Missouri
$231K +$10K 4 0.1% Increased
1339
River Road Asset Management
River Road Asset Management
Kentucky
$231K +$230K 1 0% New
1340
BCM
Bienville Capital Management
New York
$228K +$4.81K 1 0.06% Increased
1341
HCA
Harbour Capital Advisors
Virginia
$228K -$338K 1 0.11% Reduced
1342
SCM
SOL Capital Management
Maryland
$228K -$23.8K 1 0.06% Reduced
1343
11A
10-15 Associates
New York
$225K $0 1 0.06% Maintained
1344
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$225K -$1.63M 3 0.03% Reduced
1345
Barings
Barings
North Carolina
$224K -$349K 1 0.01% Reduced
1346
PG
Patten Group
Tennessee
$223K -$37K 3 0.09% Reduced
1347
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$222K -$351K 1 0.03% Reduced
1348
MI
Markston International
New York
$222K -$25.1K 1 0.02% Reduced
1349
WA
Winfield Associates
Ohio
$222K -$128K 5 0.12% Reduced
1350
PFS
Physicians Financial Services
North Carolina
$219K $0 1 0.19% Maintained