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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
ESB
Essex Savings Bank
Connecticut
$395K $0 1 0.19% Maintained
1402
FHB
First Hawaiian Bank
Hawaii
$395K -$40.1K 1 0.02% Reduced
1403
BHA
Beech Hill Advisors
New York
$394K +$55.4K 1 0.19% Increased
1404
KWM
Keebeck Wealth Management
Illinois
$390K -$36K 1 0.08% Reduced
1405
YWP
YorkBridge Wealth Partners
New York
$390K +$6.74K 2 0.16% Increased
1406
SWRP
Summit Wealth & Retirement Planning
California
$386K $0 1 0.17% Maintained
1407
UFF
USA Financial Formulas
Michigan
$386K +$345K 1 0.29% New
1408
YIA
YHB Investment Advisors
Connecticut
$386K -$10.5K 1 0.04% Reduced
1409
CMBA
C.M. Bidwell & Associates
Hawaii
$383K +$369K 3 0.35% New
1410
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$383K +$364K 1 0.01% New
1411
AIM
Axiom Investment Management
New York
$382K +$1K 1 0.43% Increased
1412
TU
TDAM USA
Ontario, Canada
$382K -$133K 1 0.03% Reduced
1413
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$381K -$179K 1 0.04% Reduced
1414
HC
Hourglass Capital
Texas
$381K -$39.9K 1 0.13% Reduced
1415
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$381K +$33.8K 2 0.11% Increased
1416
SSW
Smith Shellnut Wilson
Mississippi
$380K -$8.45K 1 0.14% Reduced
1417
LWMM
Legacy Wealth Management (Mississippi)
Mississippi
$379K $0 1 0.26% Maintained
1418
CCM
Community Capital Management
Florida
$379K +$365K 1 0.5% New
1419
SFSG
Stearns Financial Services Group
North Carolina
$379K +$72 2 0.06% Increased
1420
LWM
Laidlaw Wealth Management
New York
$377K -$2.37K 1 0.17% Reduced
1421
AIL
AGF Investments LLC
Ontario, Canada
$375K +$152K 3 0.04% Increased
1422
Krane Funds Advisors
Krane Funds Advisors
New York
$373K -$50.7K 1 0.02% Reduced
1423
OL
Optas LLC
Texas
$373K +$168K 1 0.11% Increased
1424
DCM
Dimension Capital Management
Florida
$372K $0 2 0.12% Maintained
1425
NorthRock Partners
NorthRock Partners
Minnesota
$371K +$126K 1 0.04% Increased