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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
1351
DOA
D'Orazio & Associates
Virginia
$8K $0 1 0.01% Maintained
1352
OIA
Optimum Investment Advisors
Illinois
$7K -$20K 1 0% Reduced
1353
RAM
Riggs Asset Management
Pennsylvania
$7K $0 1 0% Maintained
1354
LWA
Lenox Wealth Advisors
New York
$6K -$8.53K 1 0% Reduced
1355
NSIM
North Star Investment Management
Illinois
$6K $0 1 0% Maintained
1356
FAM
Fortaleza Asset Management
Illinois
$5K +$2.29K 1 0% Increased
1357
UFA
US Financial Advisors
Massachusetts
$5K +$4.98K 1 0% New
1358
MCF Advisors
MCF Advisors
Kentucky
$4K -$6.93K 1 0% Reduced
1359
CMBA
C.M. Bidwell & Associates
Hawaii
$3K -$4.8M 1 0% Reduced
1360
CCM
Cupps Capital Management
Illinois
$3K $0 1 0% Maintained
1361
MCM
MV Capital Management
Maryland
$3K +$3.49K 1 0% New
1362
ECM
Exchange Capital Management
Michigan
$2K -$60.2K 1 0% Reduced
1363
NC
NewSquare Capital
Pennsylvania
$2K $0 1 0% Maintained
1364
SGAM
Smith Group Asset Management
Texas
$2K $0 1 0% Maintained
1365
SA
SRH Advisors
Kansas
$2K $0 1 0.01% Maintained
1366
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1K $0 1 0% Maintained
1367
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0 -$9K 0 – Closed
1368
AW
Alpha Windward
Massachusetts
$0 -$442K 0 – Closed
1369
AAM
American Asset Management
Florida
$0 -$17K 0 – Closed
1370
AAP
Ardsley Advisory Partners
Connecticut
$0 -$1.3M 0 – Closed
1371
AG
Ashmore Group
United Kingdom
$0 -$1.63M 0 – Closed
1372
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$0 -$1.22M 0 – Closed
1373
BKBG
BHF Kleinwort Benson Group
Belgium
$0 -$823K 0 – Closed
1374
Bridgewater Associates
Bridgewater Associates
Connecticut
$0 -$2.62M 0 – Closed
1375
CBN
Cadence Bank NA
Texas
$0 -$252K 0 – Closed