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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
CHA
Cooper/Haims Advisors
New York
$320K -$49.5K 2 0.22% Reduced
1402
MBT
Montecito Bank & Trust
California
$320K -$9.14K 1 0.11% Reduced
1403
Addenda Capital
Addenda Capital
Quebec, Canada
$319K $0 1 0.03% Maintained
1404
TA
TFG Advisers
Michigan
$319K +$317K 1 0.27% New
1405
Aequim Alternative Investments
Aequim Alternative Investments
California
$317K +$494K 1 0.16% New
1406
BCM
Bluefin Capital Management
New York
$317K -$1.16M 1 0.03% Reduced
1407
LSAG
Lake Street Advisors Group
New Hampshire
$316K +$36.6K 1 0.04% Increased
1408
CWM
Chesapeake Wealth Management
Virginia
$315K +$7.55K 1 0.16% Increased
1409
HVIA
Hudson Valley Investment Advisors
New York
$315K -$184K 1 0.07% Reduced
1410
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$314K -$339K 1 0.03% Reduced
1411
SNS Financial Group
SNS Financial Group
Minnesota
$314K -$135K 1 0.08% Reduced
1412
CFS
CRA Financial Services
New Jersey
$313K +$363K 1 0.23% New
1413
CFA
Capstone Financial Advisors
Illinois
$312K -$3.8K 1 0.06% Reduced
1414
JHCP
Jackson Hole Capital Partners
Oklahoma
$312K +$363K 1 0.33% New
1415
World Investment Advisors
World Investment Advisors
California
$311K +$359K 1 0.14% New
1416
RNC Capital Management
RNC Capital Management
California
$309K -$89.8K 1 0.02% Reduced
1417
OC
Oakworth Capital
Alabama
$308K +$296K 5 0.07% Increased
1418
PAS
Professional Advisory Services
Florida
$308K $0 1 0.07% Maintained
1419
GAM
Grandview Asset Management
Pennsylvania
$304K +$375K 1 0.32% New
1420
ZIG
Zuckerman Investment Group
Illinois
$301K $0 1 0.08% Maintained
1421
HI
Hendershot Investments
Virginia
$300K -$5.32K 1 0.12% Reduced
1422
WA
WBH Advisory
Maryland
$300K -$8.94K 1 0.07% Reduced
1423
GFP
Gryphon Financial Partners
Ohio
$299K -$185K 1 0.08% Reduced
1424
LC
LCNB Corp
Ohio
$298K -$204K 1 0.25% Reduced
1425
OCG
Opus Capital Group
Ohio
$298K $0 1 0.06% Maintained