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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
FIA
FNY Investment Advisers
New York
$422K -$281K 3 0.13% Reduced
1402
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$421K -$758K 1 0.01% Reduced
1403
IPW
Inlet Private Wealth
Florida
$415K $0 1 0.15% Maintained
1404
LF
Lee Financial
Texas
$415K $0 3 0.09% Maintained
1405
PWP
Private Wealth Partners
California
$415K -$167K 1 0.06% Reduced
1406
WKWM
Walter & Keenan Wealth Management
Indiana
$414K $0 1 0.16% Maintained
1407
ALAM
Asahi Life Asset Management
Japan
$411K +$29.2K 1 0.07% Increased
1408
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$411K +$5.83K 4 0.09% Increased
1409
CM
Columbus Macro
Pennsylvania
$410K -$81.5K 1 0.1% Reduced
1410
CBU
CIBC Bank USA
Illinois
$407K +$137K 1 0.06% Increased
1411
HWMG
Hurlow Wealth Management Group
Indiana
$407K +$187K 2 0.43% Increased
1412
TFS
TrustCore Financial Services
Tennessee
$405K +$1.41K 5 0.09% Increased
1413
FNT
First Nebraska Trust
Nebraska
$403K +$12.6K 1 0.07% Increased
1414
DP
Dearborn Partners
Illinois
$403K -$1.17K 1 0.02% Reduced
1415
SRC
Shufro Rose & Co
New York
$403K $0 1 0.04% Maintained
1416
OWA
One Wealth Advisors
California
$400K -$24.9K 2 0.35% Reduced
1417
9WM
9258 Wealth Management
Ohio
$399K -$6.69K 1 0.31% Reduced
1418
AMG
Asset Management Group
Connecticut
$398K $0 1 0.14% Maintained
1419
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$398K +$29.4K 1 0.08% Increased
1420
Quadrature Capital
Quadrature Capital
United Kingdom
$395K +$368K 1 0.02% New
1421
FMLI
Fukoku Mutual Life Insurance
Japan
$394K $0 1 0.05% Maintained
1422
HAIM
Hunter Associates Investment Management
Pennsylvania
$394K $0 1 0.14% Maintained
1423
CHA
Cooper/Haims Advisors
New York
$393K +$996 2 0.24% Increased
1424
HI
Hendershot Investments
Virginia
$392K -$760 1 0.13% Reduced
1425
MIM
Moseley Investment Management
Florida
$392K +$36.7K 1 0.41% Increased