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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
1601
CAW
Cornerstone Advisors (Washington)
Washington
$113K +$16.6K 5 0.02% Increased
1602
BG
Bollard Group
Massachusetts
$112K +$1.62K 2 0.01% Increased
1603
CHC
City Holding Co
West Virginia
$110K +$30.1K 3 0.04% Increased
1604
CX Institutional
CX Institutional
Indiana
$108K +$104K 2 0.02% Increased
1605
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$107K $0 3 0.11% Maintained
1606
SWP
Strategic Wealth Partners
Ohio
$106K -$12K 4 0.05% Reduced
1607
SHJ
Sharkey, Howes & Javer
Colorado
$105K $0 3 0.07% Maintained
1608
APW
Acima Private Wealth
Virginia
$103K +$117K 4 0.1% New
1609
ONST
Old North State Trust
North Carolina
$103K -$33.4K 4 0.11% Reduced
1610
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$102K +$17.1K 2 0.05% Increased
1611
Sageworth Trust
Sageworth Trust
Pennsylvania
$100K +$397 4 0.01% Increased
1612
PRC
Pearl River Capital
Michigan
$98K +$116K 3 0.45% New
1613
ACP
Ashfield Capital Partners
California
$96K -$326K 1 0.01% Reduced
1614
CI Investments Inc
CI Investments Inc
Ontario, Canada
$96K -$48.5M 1 0% Reduced
1615
EIM
Essex Investment Management
Massachusetts
$96K +$111K 1 0.02% New
1616
Park Avenue Securities
Park Avenue Securities
New York
$95K -$9.81K 1 0.01% Reduced
1617
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$95K $0 1 0.01% Maintained
1618
ACM
Aviance Capital Management
Florida
$94K +$92.8K 1 0.01% New
1619
AIC
Ayalon Insurance Company
Israel
$93K $0 1 0.08% Maintained
1620
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$91K -$35.1K 3 0.01% Reduced
1621
FWM
Focused Wealth Management
New York
$90K +$92.1K 2 0.03% New
1622
WCM
WealthBridge Capital Management
Ohio
$87K +$99.1K 5 0.07% New
1623
DSC
Duncker Streett & Co
Missouri
$86K -$49.7K 1 0.02% Reduced
1624
EWM
Elite Wealth Management
Washington
$86K $0 1 0.08% Maintained
1625
JAM
JCIC Asset Management
Ontario, Canada
$85K $0 1 0.04% Maintained