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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
SIM
Sonora Investment Management
Arizona
$193K +$16.1K 4 0.03% Increased
1552
DBT
Dubuque Bank & Trust
Iowa
$190K +$101K 3 0.03% Increased
1553
SFG
SevenBridge Financial Group
Pennsylvania
$190K $0 2 0.12% Maintained
1554
HMS
Hanseatic Management Services
New Mexico
$188K -$21K 1 0.25% Reduced
1555
TCM
Tradewinds Capital Management
Washington
$186K $0 1 0.09% Maintained
1556
EAM
Exane Asset Management
France
$185K +$110K 1 0.11% Increased
1557
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$185K +$18.1K 1 0% Increased
1558
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$185K -$177K 4 0.01% Reduced
1559
LIM
Lagoda Investment Management
New York
$181K $0 1 0.3% Maintained
1560
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$177K -$225K 2 0% Reduced
1561
FCA
FinTrust Capital Advisors
South Carolina
$176K +$216K 8 0.09% New
1562
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$173K +$202K 1 0% New
1563
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$169K +$129K 4 0.11% Increased
1564
LNB
Ledyard National Bank
$168K -$1.69M 5 0.02% Reduced
1565
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$168K -$4.14K 2 0.06% Reduced
1566
CA
Claro Advisors
Massachusetts
$167K +$161K 6 0.13% New
1567
THWM
Taylor Hoffman Wealth Management
Virginia
$165K +$75.1K 4 0.15% Increased
1568
CWA
Clarus Wealth Advisors
Arizona
$163K +$32.6K 5 0.26% Increased
1569
ICM
Ionic Capital Management
New York
$161K -$497K 1 0.02% Reduced
1570
LWM
Lenox Wealth Management
Ohio
$158K -$576K 3 0.05% Reduced
1571
Global Retirement Partners
Global Retirement Partners
California
$154K +$8.92K 5 0.04% Increased
1572
PA
Perennial Advisors
New York
$154K +$48.5K 2 0.1% Increased
1573
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$153K $0 4 0.01% Maintained
1574
GGHC
Gilder Gagnon Howe & Co
New York
$153K -$3.46M 1 0% Reduced
1575
NWM
Northwest Wealth Management
Iowa
$152K -$115K 4 0.13% Reduced