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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
Empirical Wealth Management
Empirical Wealth Management
Washington
$371K +$358K 1 0.07% New
1377
FWM
Frontier Wealth Management
Missouri
$369K -$195K 1 0.05% Reduced
1378
AIM
Advantage Investment Management
Iowa
$368K -$17.9K 5 0.14% Reduced
1379
MCM
Maple Capital Management
Vermont
$368K -$325K 1 0.09% Reduced
1380
PHK
Point72 Hong Kong
Hong Kong
$368K +$307K 3 0.19% Increased
1381
BRC
Bell Rock Capital
Delaware
$366K +$151K 1 0.19% Increased
1382
AAM
Autus Asset Management
Arizona
$365K +$353K 1 0.07% New
1383
CCM
Cadence Capital Management
Massachusetts
$365K +$756 1 0.02% Increased
1384
Cannell & Spears
Cannell & Spears
New York
$361K -$187K 1 0.05% Reduced
1385
CFA
Carroll Financial Associates
North Carolina
$360K +$45.7K 6 0.04% Increased
1386
FNT
First Nebraska Trust
Nebraska
$360K $0 1 0.07% Maintained
1387
GC
Garde Capital
Washington
$359K $0 1 0.07% Maintained
1388
ODCM
Old Dominion Capital Management
Virginia
$358K +$367K 1 0.34% New
1389
MHS
M Holdings Securities
Oregon
$357K -$86.5K 1 0.11% Reduced
1390
SCM
Snow Capital Management
Pennsylvania
$357K +$13K 1 0.02% Increased
1391
ARMC
American Research & Management Company
Massachusetts
$354K $0 1 0.12% Maintained
1392
IWA
Intercontinental Wealth Advisors
Texas
$351K -$138K 1 0.2% Reduced
1393
GC
Globeflex Capital
California
$350K $0 1 0.07% Maintained
1394
HI
Hendershot Investments
Virginia
$349K -$95.6K 1 0.14% Reduced
1395
BC
Banced Corp
Illinois
$347K -$43.4K 1 0.62% Reduced
1396
MA
Marshwinds Advisory
Georgia
$347K $0 1 0.17% Maintained
1397
RAM
Redmond Asset Management
Virginia
$345K $0 1 0.15% Maintained
1398
CPIM
Columbia Partners Investment Management
Virginia
$344K +$12.7K 1 0.04% Increased
1399
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$341K -$33.3K 3 0% Reduced
1400
DAM
Delta Asset Management
Tennessee
$338K +$136K 2 0.05% Increased