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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
MAM
Morse Asset Management
Connecticut
$410K +$396K 1 0.11% New
1352
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$406K $0 1 0.05% Maintained
1353
MWM
Marietta Wealth Management
Georgia
$405K -$13.6K 1 0.21% Reduced
1354
CB
Community Bank
New York
$403K $0 2 0.08% Maintained
1355
PHS
Pekin Hardy Strauss
Illinois
$402K -$12.2K 1 0.07% Reduced
1356
YWP
YorkBridge Wealth Partners
New York
$402K +$8.4K 3 0.19% Increased
1357
HFA
High Falls Advisors
New York
$401K -$13.7K 1 0.14% Reduced
1358
SPC
Salient Private Client
Texas
$401K +$379K 1 0.07% New
1359
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$400K -$642K 1 0.01% Reduced
1360
PPSG
Princeton Portfolio Strategies Group
New Jersey
$394K +$27.5K 1 0.11% Increased
1361
Avior Wealth Management
Avior Wealth Management
Nebraska
$393K +$38.1K 3 0.09% Increased
1362
PFM
Probabilities Fund Management
New York
$393K $0 1 0.4% Maintained
1363
BFIM
Beese Fulmer Investment Management
Ohio
$392K -$171K 1 0.09% Reduced
1364
MBT
Montecito Bank & Trust
California
$392K -$17.2K 1 0.13% Reduced
1365
MSR
Main Street Research
Connecticut
$391K -$16.1K 1 0.06% Reduced
1366
EWM
Elite Wealth Management
Washington
$390K +$161M 2 0.32% Increased
1367
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$389K +$22.8K 5 0.2% Increased
1368
CIM
CIM Investment Management
Pennsylvania
$388K $0 1 0.13% Maintained
1369
CF
Centaurus Financial
California
$387K +$374K 1 0.09% New
1370
HCA
Harbour Capital Advisors
Virginia
$387K +$14.6K 1 0.16% Increased
1371
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$384K $0 1 0.06% Maintained
1372
Perigon Wealth Management
Perigon Wealth Management
California
$384K +$25.4K 4 0.14% Increased
1373
BHB
Bank Hapoalim BM
Israel
$381K +$57.7K 1 0.1% Increased
1374
AC
Ashler Capital
Illinois
$375K +$365K 1 0.02% New
1375
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$375K -$18.6K 1 0.01% Reduced