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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
ICM
IMS Capital Management
Oregon
$402K $0 1 0.31% Maintained
1352
ARMC
American Research & Management Company
Massachusetts
$401K -$23.2K 2 0.12% Reduced
1353
BUB
BBVA USA Bancshares
Texas
$401K -$49.1K 1 0.02% Reduced
1354
KC
Knuff & Co
California
$401K -$49.5K 2 0.22% Reduced
1355
BO
BRR OpCo
Ohio
$400K $0 1 0.07% Maintained
1356
Financial Engines Advisors
Financial Engines Advisors
California
$400K +$381K 1 0% New
1357
KWM
Keebeck Wealth Management
Illinois
$396K +$70.2K 2 0.13% Increased
1358
Pentwater Capital Management
Pentwater Capital Management
Florida
$394K $0 1 0.01% Maintained
1359
HI
Hendershot Investments
Virginia
$391K $0 1 0.12% Maintained
1360
IHT Wealth Management
IHT Wealth Management
Illinois
$391K -$11.5K 1 0.05% Reduced
1361
CCP
Cardan Capital Partners
Colorado
$390K -$9.06K 1 0.06% Reduced
1362
RGC
Roberts, Glore & Co
Illinois
$388K -$9.47K 2 0.15% Reduced
1363
DC
Diametric Capital
Massachusetts
$387K +$80.1K 1 0.3% Increased
1364
ESB
Essex Savings Bank
Connecticut
$386K -$53K 1 0.23% Reduced
1365
MHR
Matthew Hamilton Rosenberg
$386K +$52.1K 5 0.31% Increased
1366
CIM
Contravisory Investment Management
Massachusetts
$382K -$1.59K 2 0.14% Reduced
1367
MIM
Moseley Investment Management
Florida
$382K -$31.1K 1 0.32% Reduced
1368
CA
CapWealth Advisors
Tennessee
$379K -$6.45K 1 0.05% Reduced
1369
DCM
Dimension Capital Management
Florida
$379K +$350K 2 0.12% New
1370
SWRP
Summit Wealth & Retirement Planning
California
$377K $0 1 0.18% Maintained
1371
FRM
Fox Run Management
Connecticut
$376K +$437K 1 0.5% New
1372
FSA
Franklin Street Advisors
North Carolina
$372K -$52.5K 1 0.04% Reduced
1373
GEA
Glen Eagle Advisors
New Jersey
$370K +$351K 2 0.19% Increased
1374
APWM
Atlas Private Wealth Management
New York
$365K +$20.9K 5 0.29% Increased
1375
TFS
TrustCore Financial Services
Tennessee
$365K -$11.5K 3 0.06% Reduced