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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
MCM
Maryland Capital Management
Maryland
$221K $0 1 0.03% Maintained
1602
PBO
Peoples Bank (Ohio)
Ohio
$221K +$4.82K 1 0.14% Increased
1603
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$220K -$30.3K 1 0.03% Reduced
1604
CPA
Court Place Advisors
Maryland
$219K $0 1 0.08% Maintained
1605
GW & Wade
GW & Wade
Massachusetts
$219K $0 1 0.02% Maintained
1606
HCP
Holt Capital Partners
Texas
$219K -$141K 1 0.06% Reduced
1607
FNBSF
First National Bank Sioux Falls
South Dakota
$218K $0 1 0.72% Maintained
1608
AC
Abbrea Capital
California
$217K +$210K 1 0.05% New
1609
AFNAS
American Financial Network Advisory Services
California
$217K -$429K 1 0.32% Reduced
1610
HCM
Hall Capital Management
Rhode Island
$216K $0 1 0.19% Maintained
1611
CWM
Cornerstone Wealth Management
Missouri
$215K +$214K 1 0.04% New
1612
ACM
Ativo Capital Management
Illinois
$213K -$1.2M 1 0.1% Reduced
1613
DHFB
Dixon Hubard Feinour & Brown
Virginia
$213K $0 1 0.06% Maintained
1614
MSAM
Moloney Securities Asset Management
Missouri
$213K +$206K 1 0.07% New
1615
BIA
Barry Investment Advisors
Massachusetts
$212K $0 1 0.08% Maintained
1616
III
Independent Investors Inc
New York
$212K $0 1 0.08% Maintained
1617
HPC
Hobart Private Capital
North Carolina
$211K $0 1 0.14% Maintained
1618
Alesco Advisors
Alesco Advisors
New York
$211K $0 1 0.01% Maintained
1619
HCA
Horan Capital Advisors
Ohio
$211K +$200K 3 0.13% New
1620
Chilton Capital Management
Chilton Capital Management
Texas
$210K -$16.7K 1 0.02% Reduced
1621
EIM
Essex Investment Management
Massachusetts
$210K -$1.2M 2 0.03% Reduced
1622
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$210K +$203K 1 0.02% New
1623
VC
Voit & Company
Wisconsin
$209K $0 1 0.21% Maintained
1624
FMW
Farr Miller & Washington
District of Columbia
$208K +$202K 1 0.02% New
1625
LJHT
Laurie J. Hall Trustee
$208K -$58.4K 2 0.11% Reduced