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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
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$345K -$429K 1 0.01% Reduced
1502
Simplicity Solutions
Simplicity Solutions
Minnesota
$344K +$15.7K 2 0.01% Increased
1503
Ninety One
Ninety One
South Africa
$343K $0 1 0.19% Maintained
1504
OneAscent Financial Services
OneAscent Financial Services
Alabama
$342K +$329K 2 0.19% New
1505
SPI
Santori & Peters Inc
Pennsylvania
$342K +$3.55K 1 0.22% Increased
1506
HC
Henshaw Capital
Massachusetts
$340K -$316K 1 0.03% Reduced
1507
AIM
Axiom Investment Management
New York
$340K +$844 1 0.49% Increased
1508
Stearns Financial Services Group
Stearns Financial Services Group
North Carolina
$340K +$65 1 0.06% Increased
1509
CC
ClearArc Capital
Ohio
$339K -$138K 1 0.13% Reduced
1510
Optas LLC
Optas LLC
Texas
$339K +$328K 1 0.13% New
1511
StoneX Group
StoneX Group
New York
$339K -$85.2K 1 0.14% Reduced
1512
First Merchants Corp
First Merchants Corp
Indiana
$338K $0 1 0.03% Maintained
1513
Independent Solutions Wealth Management
Independent Solutions Wealth Management
New York
$334K +$332K 1 0.15% New
1514
First Horizon Advisors
First Horizon Advisors
Tennessee
$333K -$17.9K 6 0.02% Reduced
1515
O'Shares Investment Advisers
O'Shares Investment Advisers
Massachusetts
$332K +$14.3K 1 0.05% Increased
1516
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$330K +$14.7K 1 0.05% Increased
1517
JT
Jump Trading
Illinois
$330K +$335K 1 0.01% New
1518
Berman Capital Advisors
Berman Capital Advisors
Georgia
$329K -$602 9 0.09% Reduced
1519
Conning Inc
Conning Inc
Connecticut
$329K -$22.5K 1 0.01% Reduced
1520
Diametric Capital
Diametric Capital
Massachusetts
$329K +$1.51K 1 0.24% Increased
1521
Leelyn Smith
Leelyn Smith
Illinois
$329K +$328K 1 0.16% New
1522
Kelman-Lazarov Inc
Kelman-Lazarov Inc
Tennessee
$326K -$10.2K 1 0.15% Reduced
1523
SWA
Sutton Wealth Advisors
Florida
$325K -$8.6K 5 0.17% Reduced
1524
MC
Miles Capital
Iowa
$321K -$36.1K 1 0.26% Reduced
1525
AIIMS
Analyst IMS Investment Management Services
Israel
$320K +$8.33K 1 0.09% Increased