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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
MWM
Marietta Wealth Management
Georgia
$425K -$7.03K 1 0.19% Reduced
1327
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$425K $0 1 0.04% Maintained
1328
PHS
Pekin Hardy Strauss
Illinois
$420K $0 1 0.07% Maintained
1329
LF
Lee Financial
Texas
$418K -$21.6K 3 0.1% Reduced
1330
BA
Bard Associates
Illinois
$417K -$60.1K 1 0.19% Reduced
1331
BOH
Bank of Hawaii
Hawaii
$416K -$452K 1 0.03% Reduced
1332
CWM
Chesapeake Wealth Management
Virginia
$415K -$593K 1 0.18% Reduced
1333
SCP
Sandhill Capital Partners
New York
$414K +$36.2K 1 0.06% Increased
1334
WIP
Wellesley Investment Partners
Massachusetts
$414K +$59.4K 1 0.13% Increased
1335
WA
WBH Advisory
Maryland
$412K +$130K 1 0.1% Increased
1336
TWI
Thomas White International
Illinois
$406K $0 1 0.07% Maintained
1337
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$401K $0 1 0.03% Maintained
1338
PP
PagnatoKarp Partners
Virginia
$400K +$96.5K 1 0.12% Increased
1339
SKK
Shepherd Kaplan Krochuk
Massachusetts
$400K -$331K 1 0.21% Reduced
1340
CTI
Community Trust & Investment
Kentucky
$398K $0 1 0.05% Maintained
1341
FCB
First Command Bank
Texas
$393K -$10.6K 3 0.11% Reduced
1342
FCFS
First Command Financial Services
Texas
$393K -$10.6K 3 0.11% Reduced
1343
GC
Garde Capital
Washington
$392K +$12.2K 1 0.07% Increased
1344
HCA
Harbour Capital Advisors
Virginia
$392K -$12.9K 1 0.16% Reduced
1345
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$390K +$213K 3 0.02% Increased
1346
TFS
TrustCore Financial Services
Tennessee
$389K +$31.3K 5 0.12% Increased
1347
OGC
Oak Grove Capital
New Hampshire
$388K +$383K 1 0.33% New
1348
TF
Tompkins Financial
New York
$388K -$9.26K 2 0.08% Reduced
1349
TPWA
TRUE Private Wealth Advisors
Oregon
$385K +$218K 5 0.05% Increased
1350
HAM
Highstreet Asset Management
Ontario, Canada
$384K -$689K 2 0.02% Reduced