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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
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$233K -$16K 1 0.07% Reduced
1552
PVH
Psagot Value Holdings
Israel
$233K $0 1 0.01% Maintained
1553
EM
Excalibur Management
Massachusetts
$232K +$220K 1 0.15% New
1554
MAG
Mayfair Advisory Group
Alabama
$232K +$2.33K 1 0.75% Increased
1555
RTC
Riverview Trust Company
Washington
$232K $0 1 0.23% Maintained
1556
SAM
Secure Asset Management
Michigan
$232K +$220K 1 0.16% New
1557
AL
AJO LP
Pennsylvania
$231K $0 1 0% Maintained
1558
CMO
Covenant Multifamily Offices
Texas
$231K +$228K 2 0.05% New
1559
SXL
Summit X LLC
Missouri
$231K +$219K 1 0.09% New
1560
PHAM
Palisades Hudson Asset Management
Florida
$230K +$230K 1 0.16% New
1561
PFS
Physicians Financial Services
North Carolina
$230K -$266K 1 0.13% Reduced
1562
DIM
DC Investments Management
Virginia
$229K +$266K 1 0.08% New
1563
LIM
Lagoda Investment Management
New York
$229K $0 1 0.19% Maintained
1564
OLA
Oliver Luxxe Assets
New Jersey
$228K +$217K 1 0.12% New
1565
AIM
Allen Investment Management
New York
$225K $0 1 0% Maintained
1566
MFG
Magnus Financial Group
New York
$225K +$203K 1 0.03% New
1567
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$224K -$1.37K 1 0.01% Reduced
1568
GSWM
Golden State Wealth Management
California
$224K -$160K 1 0.06% Reduced
1569
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$224K +$4.32K 7 0.09% Increased
1570
Pendal Group
Pendal Group
Australia
$224K -$87.4K 1 0% Reduced
1571
BS
Boenning & Scattergood
Pennsylvania
$223K +$212K 1 0.06% New
1572
CCM
Carlson Capital Management
Minnesota
$223K +$201K 1 0.05% New
1573
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$223K $0 1 0.09% Maintained
1574
Flossbach Von Storch
Flossbach Von Storch
Germany
$222K +$210K 1 0% New
1575
HCP
Holt Capital Partners
Texas
$222K +$222K 1 0.06% New