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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
1401
PCM
Palouse Capital Management
Washington
$154K +$104K 1 0.1% Increased
1402
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$154K +$12.1K 5 0% Increased
1403
SN
Sittner & Nelson
Oregon
$153K -$6.8K 2 0.05% Reduced
1404
APW
Aventura Private Wealth
Florida
$152K -$150K 4 0.05% Reduced
1405
CUAMC
China Universal Asset Management Company
China
$151K $0 1 0.01% Maintained
1406
ETS
ESL Trust Services
New York
$149K $0 2 0.03% Maintained
1407
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$145K -$35.9K 5 0% Reduced
1408
RFS
Richardson Financial Services
Massachusetts
$145K $0 2 0.08% Maintained
1409
CSPIA
Cary Street Partners Investment Advisory
Virginia
$145K +$1.44K 1 0.03% Increased
1410
AFC
Alpine Fox Capital
Nevada
$139K -$297K 1 0.07% Reduced
1411
USGIU
U.S. Global Investors (USGI)
Texas
$139K $0 1 0.01% Maintained
1412
LSIA
LaSalle St. Investment Advisors
Illinois
$138K -$34.8K 1 0.02% Reduced
1413
NCM
Next Capital Management
New York
$138K $0 1 0.04% Maintained
1414
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$137K $0 2 0% Maintained
1415
OWP
ORG Wealth Partners
Texas
$136K $0 1 0.02% Maintained
1416
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$136K -$16K 3 0% Reduced
1417
CWM
CCG Wealth Management
California
$134K +$171K 1 0.03% New
1418
SGFG
Silver Grove Financial Group
New York
$134K +$127K 6 0.07% Increased
1419
C
Covestor
United Kingdom
$134K -$62.7K 6 0.08% Reduced
1420
CIA
Cape Investment Advisory
Georgia
$133K +$101K 8 0.04% Increased
1421
HFM
Hartford Financial Management
Connecticut
$130K -$15.8K 1 0.03% Reduced
1422
CCM
Connective Capital Management
California
$129K +$137K 1 0.09% New
1423
WB
Webster Bank
Connecticut
$128K -$52.5K 2 0.01% Reduced
1424
CB
Community Bank
New York
$125K $0 1 0.01% Maintained
1425
QL
Quarry LP
New York
$125K -$110K 5 0.01% Reduced