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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
1526
WP
WealthShield Partners
North Carolina
$205K +$175K 1 0.13% New
1527
Donaldson Capital Management
Donaldson Capital Management
Indiana
$204K +$197K 1 0.02% New
1528
ACM
Argyle Capital Management
Pennsylvania
$203K $0 1 0.08% Maintained
1529
MCMT
Moon Capital Management (Tennessee)
Tennessee
$203K $0 1 0.24% Maintained
1530
PCG
Private Capital Group
Connecticut
$202K +$18.4K 6 0.04% Increased
1531
CIP
Convergence Investment Partners
Florida
$182K -$1.1M 7 0.02% Reduced
1532
CFD
Creative Financial Designs
Indiana
$179K +$148K 4 0.11% Increased
1533
DSC
Duncker Streett & Co
Missouri
$179K $0 1 0.05% Maintained
1534
OIA
Optimum Investment Advisors
Illinois
$179K +$175K 2 0.05% New
1535
WOC
West Oak Capital
California
$178K +$40.2K 3 0.11% Increased
1536
PG
Patten Group
Tennessee
$175K $0 3 0.07% Maintained
1537
SGAM
Steinberg Global Asset Management
Florida
$168K +$16.1K 1 0.02% Increased
1538
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$168K $0 1 0% Maintained
1539
FC
Ferris Capital
Massachusetts
$166K +$165K 5 0.07% New
1540
LA
Legacy Advisors
Pennsylvania
$166K +$125K 4 0.12% Increased
1541
TCM
Tradewinds Capital Management
Washington
$164K +$5.01K 1 0.07% Increased
1542
AOWM
Alpha Omega Wealth Management
Virginia
$162K +$3.95K 3 0.08% Increased
1543
Citizens Financial Group
Citizens Financial Group
Rhode Island
$158K +$5.52K 2 0.01% Increased
1544
GLI
Guardian Life Insurance
New York
$155K -$67.7K 3 0.03% Reduced
1545
WSCM
Wellington Shields Capital Management
New York
$154K -$7.63K 1 0.02% Reduced
1546
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$152K $0 3 0.14% Maintained
1547
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$151K -$7.18K 4 0.01% Reduced
1548
PGA
Premia Global Advisors
Florida
$151K $0 1 0.13% Maintained
1549
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$144K +$38.5K 2 0.05% Increased
1550
Global Retirement Partners
Global Retirement Partners
California
$144K -$20.7K 4 0.04% Reduced