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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
Zacks Investment Management
Zacks Investment Management
Illinois
$433K +$422K 1 0.01% New
1327
9258 Wealth Management
9258 Wealth Management
Ohio
$432K +$5.63K 1 0.18% Increased
1328
Port Capital
Port Capital
Illinois
$430K -$68.6K 1 0.04% Reduced
1329
PAA
Peregrine Asset Advisers
Oregon
$429K $0 1 0.24% Maintained
1330
HC
Hourglass Capital
Texas
$428K +$109K 1 0.15% Increased
1331
SP
SWS Partners
Ohio
$428K +$22.2K 1 0.55% Increased
1332
WA
WealthTrust Axiom
Pennsylvania
$428K +$16.7K 1 0.19% Increased
1333
Capital Investment Advisory Services
Capital Investment Advisory Services
North Carolina
$427K -$12.1K 1 0.09% Reduced
1334
Community Bank
Community Bank
New York
$427K $0 1 0.07% Maintained
1335
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$426K -$1.13M 1 0.04% Reduced
1336
Community Trust & Investment
Community Trust & Investment
Kentucky
$424K -$29.2K 1 0.05% Reduced
1337
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman
Maryland
$420K -$10.3K 1 0.05% Reduced
1338
Summit Securities Group
Summit Securities Group
New York
$420K -$716K 1 0.05% Reduced
1339
Advisory Research
Advisory Research
Illinois
$416K +$396K 1 0.04% New
1340
Executive Wealth Management
Executive Wealth Management
Michigan
$415K +$396K 1 0.06% New
1341
United Bank (Virginia)
United Bank (Virginia)
Virginia
$414K +$393K 1 0.08% New
1342
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$413K +$3.17K 3 0.04% Increased
1343
Sun Life Financial
Sun Life Financial
Ontario, Canada
$411K +$2.9K 3 0.08% Increased
1344
Montecito Bank & Trust
Montecito Bank & Trust
California
$410K -$4.66K 1 0.11% Reduced
1345
RP
Rowlandmiller & Partners
Georgia
$407K +$47.8K 1 0.14% Increased
1346
Hilltop Holdings
Hilltop Holdings
Texas
$406K -$261K 1 0.08% Reduced
1347
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$405K -$250K 1 0.06% Reduced
1348
First Hawaiian Bank
First Hawaiian Bank
Hawaii
$403K +$17.5K 1 0.02% Increased
1349
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$403K +$412K 1 0.05% New
1350
YWP
YorkBridge Wealth Partners
New York
$403K +$38.2K 2 0.18% Increased