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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
Rockefeller Financial Services
Rockefeller Financial Services
New York
$117K -$11K 1 0% Reduced
1402
WSCM
Wellington Shields Capital Management
New York
$117K $0 1 0.02% Maintained
1403
LJHT
Laurie J. Hall Trustee
$114K $0 1 0.07% Maintained
1404
FWM
FFT Wealth Management
Pennsylvania
$111K -$18.2K 1 0.04% Reduced
1405
JWM
Jacobus Wealth Management
Wisconsin
$110K -$4.81K 1 0.03% Reduced
1406
RBC
Roble Belko & Company
Pennsylvania
$110K -$8K 1 0.05% Reduced
1407
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$110K -$184K 1 0.01% Reduced
1408
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$109K +$8.9K 4 0.01% Increased
1409
OA
Opes Advisors
California
$106K -$2.35K 1 0.07% Reduced
1410
SHJ
Sharkey, Howes & Javer
Colorado
$106K -$11.8K 3 0.06% Reduced
1411
HCM
Horan Capital Management
Maryland
$103K -$562K 1 0.02% Reduced
1412
SFPIA
Stevens First Principles Investment Advisors
California
$102K +$97.1K 2 0.06% Increased
1413
QC
QCM Cayman
Texas
$99K +$103K 1 0.23% New
1414
BG
Bollard Group
Massachusetts
$98K +$949 2 0.01% Increased
1415
ARMT
Amica Retiree Medical Trust
Rhode Island
$95K $0 1 0.08% Maintained
1416
M
MOTCO
Texas
$95K -$4.17K 3 0.01% Reduced
1417
EWM
Edge Wealth Management
New York
$93K $0 1 0.03% Maintained
1418
IP
Intellectus Partners
California
$92K $0 1 0.04% Maintained
1419
MIC
MU Investments Company
Japan
$89K -$3.27K 2 0.06% Reduced
1420
GC
Gilbert & Cook
Iowa
$88K +$92.2K 1 0.03% New
1421
BWM
Baystate Wealth Management
Massachusetts
$87K $0 2 0.02% Maintained
1422
DBT
Dubuque Bank & Trust
Iowa
$87K -$34K 2 0.02% Reduced
1423
BC
Barnett & Company
Tennessee
$86K -$8.9K 3 0.04% Reduced
1424
QAM
QCI Asset Management
New York
$85K +$35.5K 2 0.01% Increased
1425
MCM
Manchester Capital Management
Vermont
$83K $0 2 0.01% Maintained