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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
1451
Clearstead Advisors
Clearstead Advisors
Ohio
$339K +$89.3K 1 0.05% Increased
1452
FBT
First Bank & Trust
South Dakota
$339K +$311K 1 0.26% New
1453
SMFS
Squar Milner Financial Services
California
$338K +$284K 5 0.25% Increased
1454
CHA
Cooper/Haims Advisors
New York
$334K -$15.2K 2 0.21% Reduced
1455
HAIM
Hunter Associates Investment Management
Pennsylvania
$333K +$42.1K 1 0.12% Increased
1456
HI
Hendershot Investments
Virginia
$332K $0 1 0.11% Maintained
1457
WA
Wheatland Advisors
Pennsylvania
$329K $0 1 0.25% Maintained
1458
FCA
FinTrust Capital Advisors
South Carolina
$328K +$141K 8 0.14% Increased
1459
RNC Capital Management
RNC Capital Management
California
$328K $0 1 0.02% Maintained
1460
First Merchants Corp
First Merchants Corp
Indiana
$327K $0 1 0.05% Maintained
1461
GWMIA
Global Wealth Management Investment Advisory
Florida
$326K -$612K 2 0.17% Reduced
1462
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$326K -$2.17M 1 0.03% Reduced
1463
NEPWA
New England Private Wealth Advisors
Massachusetts
$325K +$303K 1 0.08% New
1464
UC
Unio Capital
New Jersey
$324K $0 1 0.23% Maintained
1465
TLP
Trinity Legacy Partners
Texas
$323K +$310K 1 0.21% New
1466
AMG
Asset Management Group
Connecticut
$322K $0 1 0.12% Maintained
1467
IIM
Ironwood Investment Management
Massachusetts
$322K +$8.7K 1 0.26% Increased
1468
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$321K $0 1 0.01% Maintained
1469
LFA
Landmark Financial Advisors
Kentucky
$320K $0 1 0.21% Maintained
1470
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$320K +$47K 1 0.09% Increased
1471
Quantbot Technologies
Quantbot Technologies
New York
$318K -$15.7M 1 0.03% Reduced
1472
RPAM
Rhenman & Partners Asset Management
Sweden
$318K $0 1 0.04% Maintained
1473
CX Institutional
CX Institutional
Indiana
$316K +$178K 5 0.06% Increased
1474
NICM
Neo Ivy Capital Management
New York
$315K -$800K 1 0.18% Reduced
1475
SBIA
Sheaff Brock Investment Advisors
Indiana
$315K +$88.4K 1 0.04% Increased