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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
1501
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$292K +$20.1K 5 0.01% Increased
1502
LCM
LVM Capital Management
Michigan
$292K +$22.1K 1 0.07% Increased
1503
HCIA
Hochman Cole Investment Advisors
Illinois
$291K $0 1 0.17% Maintained
1504
VWA
V Wealth Advisors
Kansas
$289K +$232K 1 0.12% New
1505
ZCM
Zebra Capital Management
Connecticut
$289K +$266K 1 0.15% New
1506
Citizens Financial Group
Citizens Financial Group
Rhode Island
$288K +$146K 4 0.02% Increased
1507
PCM
Perritt Capital Management
Illinois
$288K $0 1 0.11% Maintained
1508
CWM
Chesapeake Wealth Management
Virginia
$286K -$55.2K 1 0.13% Reduced
1509
QAM
QCI Asset Management
New York
$286K -$29.1K 5 0.03% Reduced
1510
TCM
Telos Capital Management
California
$286K +$263K 1 0.09% New
1511
Avior Wealth Management
Avior Wealth Management
Nebraska
$284K -$83.9K 2 0.06% Reduced
1512
AWM
Altium Wealth Management
New York
$283K -$1.79K 1 0.05% Reduced
1513
Focus Financial Network
Focus Financial Network
Minnesota
$282K +$271K 1 0.05% New
1514
MFW
Mosaic Family Wealth
Missouri
$282K +$26.3K 5 0.11% Increased
1515
DWM
Doyle Wealth Management
Florida
$281K -$20.5K 1 0.04% Reduced
1516
BCA
Berman Capital Advisors
Georgia
$280K -$17K 8 0.09% Reduced
1517
Homrich & Berg
Homrich & Berg
Georgia
$278K +$259K 1 0.01% New
1518
LWM
Lyell Wealth Management
California
$278K -$3.81K 1 0.09% Reduced
1519
OSIA
O'Shares Investment Advisers
Massachusetts
$276K -$9.45K 1 0.05% Reduced
1520
SB
Simmons Bank
Arkansas
$275K $0 1 0.03% Maintained
1521
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$274K +$256K 1 0.05% New
1522
OFG
OmniStar Financial Group
North Carolina
$273K -$254K 1 0.24% Reduced
1523
BFC
Bedel Financial Consulting
Indiana
$270K +$24.6K 5 0.17% Increased
1524
Empirical Wealth Management
Empirical Wealth Management
Washington
$270K +$6.57K 1 0.04% Increased
1525
SNS Financial Group
SNS Financial Group
Minnesota
$270K -$146K 1 0.06% Reduced