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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
RM
Resource Management
Louisiana
$335K $0 1 0.07% Maintained
1402
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$334K -$110K 1 0.07% Reduced
1403
UC
Unio Capital
New Jersey
$334K -$325K 1 0.28% Reduced
1404
QAM
QCI Asset Management
New York
$333K +$211K 4 0.04% Increased
1405
WAP
Wealthcare Advisory Partners
Pennsylvania
$333K -$17.4K 3 0.08% Reduced
1406
Wedge Capital Management
Wedge Capital Management
North Carolina
$333K -$14.2K 1 0% Reduced
1407
CCP
Cardan Capital Partners
Colorado
$332K +$341K 1 0.06% New
1408
BA
Bard Associates
Illinois
$331K -$92K 1 0.17% Reduced
1409
OCG
Opus Capital Group
Ohio
$329K -$31.3K 1 0.08% Reduced
1410
PCM
Perritt Capital Management
Illinois
$326K $0 1 0.1% Maintained
1411
CAM
Claret Asset Management
Quebec, Canada
$325K -$2.09K 1 0.07% Reduced
1412
KC
KHP Capital
Oklahoma
$325K -$41.7K 1 0.23% Reduced
1413
Jensen Investment Management
Jensen Investment Management
Oregon
$323K $0 1 0% Maintained
1414
OAM
Oak Asset Management
California
$323K $0 1 0.25% Maintained
1415
KA
Kaizen Advisory
Illinois
$322K +$272K 3 0.32% Increased
1416
HCP
Holt Capital Partners
Texas
$321K -$70K 1 0.1% Reduced
1417
BSB
Bangor Savings Bank
Maine
$320K +$50.2K 1 0.06% Increased
1418
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$319K +$308K 1 0.03% New
1419
TPWA
TRUE Private Wealth Advisors
Oregon
$319K +$95.9K 1 0.05% Increased
1420
WIP
Wellesley Investment Partners
Massachusetts
$319K +$41.6K 1 0.11% Increased
1421
AWA
Arete Wealth Advisors
Illinois
$316K +$335K 1 0.1% New
1422
GFPC
Global Financial Private Capital
Florida
$315K -$909K 1 0.01% Reduced
1423
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$315K -$262K 1 0.02% Reduced
1424
PWPS
Pinnacle Wealth Planning Services
Ohio
$314K +$260K 1 0.32% Increased
1425
RG
Rikoon Group
New Mexico
$314K +$2.42K 1 0.13% Increased