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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
CB
Community Bank
New York
$506K $0 1 0.1% Maintained
1352
GIA
Gargoyle Investment Advisor
New Jersey
$504K -$953K 1 0.64% Reduced
1353
CF
Centaurus Financial
California
$502K +$542K 1 0.08% New
1354
ESB
Essex Savings Bank
Connecticut
$502K -$353K 1 0.27% Reduced
1355
1WA
180 Wealth Advisors
Washington
$498K -$502K 1 0.22% Reduced
1356
SA
SL Advisors
New Jersey
$498K -$52.1K 1 0.96% Reduced
1357
SIAG
Signet Investment Advisory Group
Rhode Island
$496K -$2.01K 1 0.5% Reduced
1358
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$495K +$32.7K 2 0.24% Increased
1359
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$492K +$1.84K 1 0.05% Increased
1360
NAM
NTV Asset Management
West Virginia
$491K -$8.37K 1 0.14% Reduced
1361
Pendal Group
Pendal Group
Australia
$490K -$1.71M 2 0.01% Reduced
1362
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$489K +$14.1K 1 0.01% Increased
1363
WA
WealthTrust Axiom
Pennsylvania
$487K $0 1 0.17% Maintained
1364
MWM
Marietta Wealth Management
Georgia
$486K +$22.3K 1 0.18% Increased
1365
NP
Ninepoint Partners
Ontario, Canada
$484K +$468K 1 0.19% New
1366
RAM
Redmond Asset Management
Virginia
$481K +$26.8K 1 0.21% Increased
1367
Bellevue Group
Bellevue Group
Switzerland
$477K +$69.1K 1 0.01% Increased
1368
NFG
Nations Financial Group
Iowa
$477K -$1.14K 1 0.17% Reduced
1369
CRWM
Castle Rock Wealth Management
California
$473K -$91.4K 1 0.49% Reduced
1370
Horizon Investments
Horizon Investments
North Carolina
$473K +$1.91K 2 0.02% Increased
1371
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$472K +$2.68K 1 0.07% Increased
1372
FPS
Fieldpoint Private Securities
Connecticut
$472K -$110K 3 0.17% Reduced
1373
WI
Wintrust Investments
Illinois
$472K -$68.6K 1 0.07% Reduced
1374
CTI
Community Trust & Investment
Kentucky
$469K $0 1 0.06% Maintained
1375
PHS
Pekin Hardy Strauss
Illinois
$469K $0 1 0.09% Maintained