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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
SFG
SevenBridge Financial Group
Pennsylvania
$211K $0 2 0.08% Maintained
1602
MCM
Monarch Capital Management
Indiana
$210K +$202K 1 0.08% New
1603
HC
HNP Capital
New York
$209K +$201K 1 0.13% New
1604
MCF Advisors
MCF Advisors
Kentucky
$209K $0 3 0.04% Maintained
1605
SMC
S. Muoio & Co
New York
$209K +$216K 1 0.19% New
1606
FTC
Farmers Trust Company
Ohio
$208K +$200K 1 0.06% New
1607
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$207K +$193K 1 0.03% New
1608
AC
Abbrea Capital
California
$206K +$198K 1 0.06% New
1609
Evercore Wealth Management
Evercore Wealth Management
New York
$206K +$198K 1 0.01% New
1610
BAM
Boyar Asset Management
New York
$205K +$212K 1 0.15% New
1611
CAM
Claret Asset Management
Quebec, Canada
$205K +$191K 1 0.04% New
1612
FMTC
Farmers & Merchants Trust Company
California
$205K +$191K 1 0.09% New
1613
CMI
Clare Market Investments
Texas
$205K +$194K 1 0.18% New
1614
KWMG
King Wealth Management Group
Florida
$204K +$190K 1 0.06% New
1615
ACPU
Arrowgrass Capital Partners (US)
Delaware
$201K -$853K 1 0.01% Reduced
1616
Global Retirement Partners
Global Retirement Partners
California
$201K +$21.1K 5 0.05% Increased
1617
HCM
Hall Capital Management
Rhode Island
$201K +$193K 1 0.18% New
1618
SP
Successful Portfolios
Florida
$201K +$193K 1 0.22% New
1619
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$199K +$3.46K 1 0% Increased
1620
HCA
Horan Capital Advisors
Ohio
$198K +$186K 4 0.13% New
1621
THWM
Taylor Hoffman Wealth Management
Virginia
$196K $0 4 0.15% Maintained
1622
OFW
Omnia Family Wealth
Florida
$194K -$61.2K 6 0.1% Reduced
1623
LIM
Lagoda Investment Management
New York
$190K -$9.7K 1 0.24% Reduced
1624
CWA
Clarus Wealth Advisors
Arizona
$189K -$4.52K 5 0.14% Reduced
1625
CIM
Chiron Investment Management
New York
$185K -$20.8M 1 0.03% Reduced