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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
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$259K -$12.2K 1 0.02% Reduced
1602
AF
AMG Funds
Connecticut
$257K -$482K 1 0.4% Reduced
1603
Homrich & Berg
Homrich & Berg
Georgia
$257K -$20K 1 0.01% Reduced
1604
ACM
Argyle Capital Management
Pennsylvania
$253K $0 1 0.09% Maintained
1605
Empirical Wealth Management
Empirical Wealth Management
Washington
$253K $0 1 0.03% Maintained
1606
RNC Capital Management
RNC Capital Management
California
$253K -$29.6K 1 0.02% Reduced
1607
SRC
Sage Rhino Capital
California
$253K +$1.46K 1 0.14% Increased
1608
HB
Horizon Bancorp
Indiana
$252K +$242K 1 0.24% New
1609
NorthRock Partners
NorthRock Partners
Minnesota
$252K +$251K 1 0.03% New
1610
BS
Boenning & Scattergood
Pennsylvania
$251K +$250K 1 0.06% New
1611
RIA
Regal Investment Advisors
Michigan
$251K -$205K 1 0.05% Reduced
1612
RTC
Riverview Trust Company
Washington
$251K $0 1 0.17% Maintained
1613
LG
LaFleur & Godfrey
Michigan
$248K +$44.4K 1 0.06% Increased
1614
VWA
Visionary Wealth Advisors
Illinois
$247K +$250K 1 0.04% New
1615
CCG
Ceeto Capital Group
Florida
$246K +$19.9K 1 0.16% Increased
1616
VRM
Vectors Research Management
New York
$246K +$12.3K 3 0.1% Increased
1617
PHAM
Palisades Hudson Asset Management
Florida
$244K $0 1 0.16% Maintained
1618
LIM
Lagoda Investment Management
New York
$243K $0 1 0.24% Maintained
1619
HC
HNP Capital
New York
$237K +$12.3K 1 0.1% Increased
1620
NCM
Noesis Capital Mangement
Florida
$237K $0 1 0.07% Maintained
1621
HCP
Holt Capital Partners
Texas
$236K $0 1 0.06% Maintained
1622
SCM
SOL Capital Management
Maryland
$232K $0 1 0.06% Maintained
1623
BWP
Baldwin Wealth Partners
Massachusetts
$230K $0 3 0.03% Maintained
1624
CFS
CRA Financial Services
New Jersey
$230K -$62.5K 1 0.13% Reduced
1625
GW & Wade
GW & Wade
Massachusetts
$230K $0 1 0.02% Maintained