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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
1376
ISWM
Intesa Sanpaolo Wealth Management
$201K +$5.35K 2 0.04% Increased
1377
PWAM
Private Wealth Asset Management
Iowa
$200K -$5.17K 3 0.02% Reduced
1378
CIG
Cullen Investment Group
Louisiana
$200K +$191K 1 0.02% New
1379
SBFM
S-Bank Fund Management
Finland
$196K +$210K 1 0.03% New
1380
Banque Transatlantique
Banque Transatlantique
France
$193K -$40.4K 2 0% Reduced
1381
MM
MQS Management
New York
$191K -$930K 1 0.23% Reduced
1382
CFD
Creative Financial Designs
Indiana
$184K +$19.7K 6 0.01% Increased
1383
Graham Capital Management
Graham Capital Management
Connecticut
$183K -$2.2M 1 0% Reduced
1384
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$182K $0 2 0% Maintained
1385
BC
Barrett & Company
Rhode Island
$180K +$11.9K 5 0.05% Increased
1386
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$180K -$6.11M 3 0% Reduced
1387
VFM
Vision Financial Markets
Connecticut
$179K $0 2 0.16% Maintained
1388
NSIM
North Star Investment Management
Illinois
$179K -$1.3K 6 0.01% Reduced
1389
HPBT
Hickory Point Bank & Trust
Illinois
$179K +$24.2K 2 0.11% Increased
1390
PAI
Pittenger & Anderson Inc
Nebraska
$175K $0 2 0.01% Maintained
1391
SIC
SJS Investment Consulting
Ohio
$172K +$150K 10 0.02% Increased
1392
HHCP
Hilton Head Capital Partners
South Carolina
$169K -$10.3K 5 0.09% Reduced
1393
Los Angeles Capital Management
Los Angeles Capital Management
California
$167K -$3.05M 4 0% Reduced
1394
HC
Hara Capital
Washington
$165K -$3.54K 4 0.09% Reduced
1395
WAU
Wellington-Altus USA
Manitoba, Canada
$163K +$162K 2 0.12% Increased
1396
SGDR
SPX Gestao de Recursos
Brazil
$160K -$61.1K 1 0.02% Reduced
1397
TWD
True Wealth Design
Ohio
$158K +$64.1K 8 0.04% Increased
1398
DSAM
Dock Street Asset Management
Florida
$157K +$156K 1 0.01% New
1399
OCWP
Owl Creek Wealth Partners
Colorado
$157K +$39.6K 6 0.05% Increased
1400
BWA
Basecamp Wealth Advisors
Washington
$155K -$33.7K 7 0.03% Reduced