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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
GAM
Grandview Asset Management
Pennsylvania
$314K -$15.8K 1 0.29% Reduced
1477
SWA
Stratos Wealth Advisors
Ohio
$314K -$162K 1 0.17% Reduced
1478
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$312K +$191K 2 0.15% Increased
1479
HCP
Holt Capital Partners
Texas
$312K $0 1 0.09% Maintained
1480
LWM
Lenox Wealth Management
Ohio
$312K +$131K 3 0.1% Increased
1481
BA
Bennicas & Associates
California
$309K $0 1 0.27% Maintained
1482
VWM
Venturi Wealth Management
Texas
$308K -$24.9K 1 0.04% Reduced
1483
Personal Capital Advisors
Personal Capital Advisors
California
$305K +$33.4K 1 0% Increased
1484
PCAP
Pratt Collard Advisory Partners
New York
$304K +$314K 1 0.24% New
1485
AAM
Augustine Asset Management
Florida
$303K -$64.3K 1 0.2% Reduced
1486
IC
Inverness Counsel
New York
$303K -$484K 1 0.02% Reduced
1487
LJHT
Laurie J. Hall Trustee
$303K $0 2 0.16% Maintained
1488
MCIA
Mountain Capital Investment Advisors
Colorado
$302K +$290K 1 0.33% New
1489
NO
Ninety One
South Africa
$302K $0 1 0.16% Maintained
1490
PFM
Probabilities Fund Management
New York
$302K -$16.3K 1 0.7% Reduced
1491
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$301K -$8.2M 1 0.01% Reduced
1492
BPWA
Beacon Pointe Wealth Advisors
California
$300K +$18.8K 1 0.07% Increased
1493
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$300K +$112K 4 0.13% Increased
1494
AI
Atom Investors
Texas
$299K -$1.22M 1 0.03% Reduced
1495
HAM
Highstreet Asset Management
Ontario, Canada
$299K -$83.8K 2 0.02% Reduced
1496
BWA
Burt Wealth Advisors
Maryland
$297K $0 3 0.13% Maintained
1497
Meitav Investment House
Meitav Investment House
Israel
$296K $0 1 0.02% Maintained
1498
River Road Asset Management
River Road Asset Management
Kentucky
$296K -$1.15M 1 0.01% Reduced
1499
MC
Miles Capital
Iowa
$295K +$6.06K 1 0.26% Increased
1500
NQWM
Northwest Quadrant Wealth Management
Oregon
$294K $0 1 0.14% Maintained