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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
1551
WOC
West Oak Capital
California
$169K -$2.02K 3 0.1% Reduced
1552
FC
Ferris Capital
Massachusetts
$164K $0 5 0.07% Maintained
1553
AOWM
Alpha Omega Wealth Management
Virginia
$160K $0 3 0.08% Maintained
1554
LA
Legacy Advisors
Pennsylvania
$157K +$5K 5 0.12% Increased
1555
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$156K +$93.3K 2 0% Increased
1556
CIC
Cutler Investment Counsel
Oregon
$148K +$14.7K 1 0.03% Increased
1557
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$148K +$73.6K 2 0.01% Increased
1558
VEA
Virtus ETF Advisers
New York
$147K +$95.7K 1 0.13% Increased
1559
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$146K $0 3 0.13% Maintained
1560
H
Hexavest
Quebec, Canada
$143K -$4.63M 3 0% Reduced
1561
IOOF
Independent Order of Foresters
Ontario, Canada
$141K +$138K 1 0.2% New
1562
Group One Trading
Group One Trading
Illinois
$138K +$175K 1 0% Increased
1563
WPA
West Paces Advisors
Georgia
$137K $0 4 0.1% Maintained
1564
Summit Trail Advisors
Summit Trail Advisors
New York
$135K -$440K 3 0.05% Reduced
1565
JA
JOYN Advisors
Georgia
$134K +$123K 6 0.03% Increased
1566
MCM
Manchester Capital Management
Vermont
$134K +$46.7K 4 0.02% Increased
1567
Citizens Financial Group
Citizens Financial Group
Rhode Island
$130K -$27.6K 2 0.01% Reduced
1568
FCT
Family Capital Trust
Massachusetts
$130K $0 1 0.06% Maintained
1569
SFPIA
Stevens First Principles Investment Advisors
California
$127K $0 1 0.08% Maintained
1570
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$125K -$3.52K 2 0.01% Reduced
1571
EWM
Elite Wealth Management
Washington
$125K -$11.2M 1 0.04% Reduced
1572
Harvest Fund Management
Harvest Fund Management
China
$125K +$24.9K 2 0.02% Increased
1573
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$123K +$37.2K 5 0.02% Increased
1574
SHJ
Sharkey, Howes & Javer
Colorado
$123K $0 3 0.07% Maintained
1575
HSA
Hussman Strategic Advisors
Maryland
$120K $0 1 0.03% Maintained