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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
HFA
High Falls Advisors
New York
$245K -$109K 1 0.08% Reduced
1477
MMG
Monetary Management Group
Missouri
$245K -$4.26K 2 0.09% Reduced
1478
PC
Permit Capital
Pennsylvania
$245K $0 2 0.13% Maintained
1479
BFC
Bedel Financial Consulting
Indiana
$242K +$1.93K 5 0.16% Increased
1480
FAIM
Financial Advocates Investment Management
Washington
$242K -$22.3K 1 0.03% Reduced
1481
HCM
Hall Capital Management
Rhode Island
$241K +$33K 1 0.21% Increased
1482
MCIA
Mountain Capital Investment Advisors
Colorado
$241K -$9.35K 1 0.23% Reduced
1483
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$240K +$36.6K 1 0.05% Increased
1484
MAMU
Marathon Asset Management (UK)
United Kingdom
$240K -$504K 1 0% Reduced
1485
GIM
Groesbeck Investment Management
New Jersey
$237K $0 1 0.16% Maintained
1486
SMFS
Squar Milner Financial Services
California
$237K -$27.4K 3 0.21% Reduced
1487
Personal Capital Advisors
Personal Capital Advisors
California
$235K +$239K 1 0% New
1488
CPH
C Partners Holding
Switzerland
$234K -$251K 2 0.08% Reduced
1489
HT
HighTower Trust
Texas
$233K -$120K 1 0.03% Reduced
1490
PCG
Private Capital Group
Connecticut
$233K +$3.95K 6 0.05% Increased
1491
BCM
Beddow Capital Management
Wyoming
$232K +$258K 1 0.1% New
1492
ARMT
Amica Retiree Medical Trust
Rhode Island
$228K $0 1 0.19% Maintained
1493
CPA
Court Place Advisors
Maryland
$228K $0 1 0.09% Maintained
1494
SFM
Signature Financial Management
Virginia
$227K $0 1 0.04% Maintained
1495
SCM
Snow Capital Management
Pennsylvania
$227K -$1.85K 1 0.01% Reduced
1496
Element Capital Management
Element Capital Management
New York
$224K -$147K 1 0% Reduced
1497
XSC
X-Square Capital
Puerto Rico
$224K +$10.8K 1 0.15% Increased
1498
MFW
Mosaic Family Wealth
Missouri
$223K -$34.8K 4 0.09% Reduced
1499
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$223K -$266K 3 0.09% Reduced
1500
Evercore Wealth Management
Evercore Wealth Management
New York
$221K +$218K 1 0.01% New