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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
1476
SG
StoneX Group
New York
$255K -$28.7K 1 0.22% Reduced
1477
SCM
Snow Capital Management
Pennsylvania
$253K -$68.2K 1 0.01% Reduced
1478
ARMT
Amica Retiree Medical Trust
Rhode Island
$252K $0 1 0.22% Maintained
1479
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$252K $0 1 0.26% Maintained
1480
SFSG
Stearns Financial Services Group
North Carolina
$252K $0 1 0.06% Maintained
1481
BFC
Bedel Financial Consulting
Indiana
$251K $0 4 0.18% Maintained
1482
CWA
Clarus Wealth Advisors
Arizona
$251K +$248K 5 0.19% New
1483
Washington Trust
Washington Trust
Rhode Island
$248K +$248K 5 0.01% New
1484
BWP
Baldwin Wealth Partners
Massachusetts
$246K -$209K 4 0.04% Reduced
1485
Truepoint Inc
Truepoint Inc
Ohio
$245K +$215K 1 0.02% Increased
1486
WAS
WESPAC Advisors SoCal
California
$244K $0 1 0.14% Maintained
1487
KCM
Kanawha Capital Management
Virginia
$242K $0 1 0.04% Maintained
1488
GIM
Groesbeck Investment Management
New Jersey
$241K +$248K 1 0.17% New
1489
PC
Permit Capital
Pennsylvania
$237K $0 2 0.13% Maintained
1490
BFIM
Beese Fulmer Investment Management
Ohio
$235K -$122K 1 0.05% Reduced
1491
MUS
Mitsubishi UFJ Securities
Japan
$234K +$11.3K 1 0.84% Increased
1492
AC
Abbrea Capital
California
$233K +$5.65K 1 0.07% Increased
1493
WI
Wintrust Investments
Illinois
$233K +$8.13K 1 0.04% Increased
1494
AHB
Abner Herrman & Brock
New Jersey
$232K -$5.09M 1 0.04% Reduced
1495
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$231K -$12.7M 1 0.01% Reduced
1496
LCM
Lucas Capital Management
New Jersey
$230K $0 1 0.22% Maintained
1497
PCG
Private Capital Group
Connecticut
$226K +$24.1K 5 0.05% Increased
1498
SPC
Salient Private Client
Texas
$225K -$39.1K 1 0.04% Reduced
1499
HPC
Hobart Private Capital
North Carolina
$223K $0 1 0.18% Maintained
1500
Alesco Advisors
Alesco Advisors
New York
$222K $0 1 0.01% Maintained