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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
Hills Bank & Trust
Hills Bank & Trust
Iowa
$484K -$10.3K 2 0.09% Reduced
1352
RGC
Roberts, Glore & Co
Illinois
$484K -$96.6K 2 0.17% Reduced
1353
AWM
Aries Wealth Management
Maine
$480K +$254K 2 0.27% Increased
1354
Prospera Financial Services
Prospera Financial Services
Texas
$478K -$1.27M 5 0.18% Reduced
1355
W
WealthStone
Ohio
$474K +$451K 1 0.22% New
1356
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$473K +$149K 2 0.02% Increased
1357
MSS
Mitchell Sinkler & Starr
Pennsylvania
$471K +$23.4K 1 0.48% Increased
1358
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$471K +$18.8K 2 0.2% Increased
1359
ZB
Zions Bancorporation
Utah
$471K -$73.8K 5 0.07% Reduced
1360
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$469K -$9.67K 1 0.01% Reduced
1361
CHA
Cooper/Haims Advisors
New York
$469K +$140K 2 0.39% Increased
1362
WSCM
Wellington Shields Capital Management
New York
$468K -$1.03M 1 0.07% Reduced
1363
HFS
Haverford Financial Services
Pennsylvania
$464K -$106K 1 0.14% Reduced
1364
APWM
Atlas Private Wealth Management
New York
$461K +$85.2K 3 0.36% Increased
1365
CB
Community Bank
New York
$460K -$2.92K 1 0.07% Reduced
1366
IF
Intrua Financial
Texas
$459K -$39.3K 2 0.23% Reduced
1367
MPAM
Murphy Pohlad Asset Management
Minnesota
$459K $0 1 0.24% Maintained
1368
COF
Capital One Financial
Virginia
$455K -$64.8K 1 0.06% Reduced
1369
PineBridge Investments
PineBridge Investments
New York
$455K -$49.1K 1 0.01% Reduced
1370
HI
Hendershot Investments
Virginia
$454K -$8.02K 1 0.13% Reduced
1371
ECM
EagleClaw Capital Management
Massachusetts
$452K -$193K 1 0.16% Reduced
1372
TF
TLWM Financial
Texas
$451K +$15.7K 1 0.21% Increased
1373
GEA
Glen Eagle Advisors
New Jersey
$450K +$13.3K 2 0.2% Increased
1374
FCA
FinTrust Capital Advisors
South Carolina
$446K +$56.4K 6 0.09% Increased
1375
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$446K +$217K 2 0.12% Increased