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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
NSIM
North Star Investment Management
Illinois
$159K -$40.8K 3 0.02% Reduced
1377
BKA
Brick & Kyle Associates
Pennsylvania
$158K $0 2 0.12% Maintained
1378
RIL
Rothschild Investment LLC
Illinois
$157K $0 1 0.02% Maintained
1379
LBG
Lloyds Banking Group
United Kingdom
$154K +$157K 1 1.39% New
1380
OC
Oakworth Capital
Alabama
$153K -$36.3K 3 0.04% Reduced
1381
RIM
Rampart Investment Management
Connecticut
$152K +$150K 3 0.05% New
1382
AOWM
Alpha Omega Wealth Management
Virginia
$141K $0 2 0.08% Maintained
1383
DIA
Davidson Investment Advisors
Montana
$141K -$51K 1 0.02% Reduced
1384
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$141K -$45.9K 4 0.01% Reduced
1385
Rockefeller Financial Services
Rockefeller Financial Services
New York
$141K $0 2 0% Maintained
1386
AP
Advisors Preferred
Maryland
$140K +$136K 1 0.07% New
1387
AA
Apriem Advisors
California
$140K +$8.71K 4 0.04% Increased
1388
DSC
Duncker Streett & Co
Missouri
$139K $0 2 0.04% Maintained
1389
MWM
Mascoma Wealth Management
New Hampshire
$139K $0 2 0.1% Maintained
1390
BRC
Bell Rock Capital
Delaware
$138K +$53K 1 0.13% Increased
1391
WPA
West Paces Advisors
Georgia
$136K -$781 4 0.11% Reduced
1392
TCM
Tradewinds Capital Management
Washington
$136K +$6.32K 1 0.09% Increased
1393
FWM
FFT Wealth Management
Pennsylvania
$135K +$59.1K 1 0.04% Increased
1394
SIM
Sonora Investment Management
Arizona
$133K $0 4 0.03% Maintained
1395
BCM
Barometer Capital Management
Ontario, Canada
$130K +$125K 1 0.01% New
1396
Perigon Wealth Management
Perigon Wealth Management
California
$130K -$105K 2 0.03% Reduced
1397
Krilogy Financial
Krilogy Financial
Missouri
$129K $0 3 0.04% Maintained
1398
GWS
Glassman Wealth Services
Virginia
$128K +$61.8K 4 0.09% Increased
1399
SGAM
Steinberg Global Asset Management
Florida
$125K $0 1 0.02% Maintained
1400
WSCM
Wellington Shields Capital Management
New York
$122K $0 1 0.02% Maintained