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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
SWA
Sutton Wealth Advisors
Florida
$219K +$916 5 0.17% Increased
1352
B
Brightworth
Georgia
$217K +$216K 1 0.12% New
1353
Park National Corp
Park National Corp
Ohio
$217K -$184K 1 0.01% Reduced
1354
Waverly Advisors
Waverly Advisors
Alabama
$217K $0 1 0.05% Maintained
1355
Busey Bank
Busey Bank
Illinois
$216K $0 1 0.03% Maintained
1356
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$216K -$2.98K 1 0.01% Reduced
1357
AIP
ARS Investment Partners
New York
$214K -$28.6K 1 0.03% Reduced
1358
FTC
Farmers Trust Company
Ohio
$213K +$197K 1 0.08% New
1359
BSB
Bangor Savings Bank
Maine
$212K +$1.91K 1 0.05% Increased
1360
CBN
Cadence Bank NA
Texas
$209K +$192K 1 0.1% New
1361
BW
Bison Wealth
Georgia
$208K +$191K 1 0.17% New
1362
SSW
Smith Shellnut Wilson
Mississippi
$208K +$220K 1 0.22% New
1363
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$206K +$189K 1 0.01% New
1364
LIM
Lagoda Investment Management
New York
$205K $0 1 0.08% Maintained
1365
DAM
Delta Asset Management
Tennessee
$204K $0 2 0.03% Maintained
1366
FFC
First Financial Corp
Indiana
$204K -$15.6K 3 0.13% Reduced
1367
MC
Montag & Caldwell
Georgia
$204K -$927 1 0.01% Reduced
1368
NSIM
North Star Investment Management
Illinois
$201K +$19.8K 3 0.03% Increased
1369
BRC
Bell Rock Capital
Delaware
$197K +$53K 1 0.12% Increased
1370
CIAN
Capstone Investment Advisors (Netherlands)
New York
$194K -$492K 2 0.68% Reduced
1371
PC
Permit Capital
Pennsylvania
$191K +$18.4K 2 0.11% Increased
1372
SFG
SevenBridge Financial Group
Pennsylvania
$191K $0 3 0.12% Maintained
1373
AP
Advisors Preferred
Maryland
$181K +$32.9K 2 0.1% Increased
1374
SIM
Sonora Investment Management
Arizona
$174K +$23.2K 5 0.03% Increased
1375
Evercore Wealth Management
Evercore Wealth Management
New York
$167K +$108K 4 0.01% Increased