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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
1626
GW & Wade
GW & Wade
Massachusetts
$202K +$192K 1 0.02% New
1627
Aspiriant LLC
Aspiriant LLC
California
$201K +$196K 1 0.02% New
1628
CAW
Cornerstone Advisors (Washington)
Washington
$201K +$31.1K 5 0.02% Increased
1629
HIM
Hanlon Investment Management
New Jersey
$201K +$168K 1 0.01% New
1630
PTC
Petrus Trust Company
Texas
$201K +$210K 1 0.04% New
1631
HPC
Hobart Private Capital
North Carolina
$201K -$261K 1 0.14% Reduced
1632
Alesco Advisors
Alesco Advisors
New York
$200K +$198K 1 0.01% New
1633
LIM
Lagoda Investment Management
New York
$200K $0 1 0.23% Maintained
1634
PHAM
Palisades Hudson Asset Management
Florida
$200K +$193K 1 0.14% New
1635
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$198K +$8.38K 4 0.09% Increased
1636
Citizens Financial Group
Citizens Financial Group
Rhode Island
$195K -$103K 4 0.01% Reduced
1637
Wolverine Asset Management
Wolverine Asset Management
Illinois
$195K -$33.3K 1 0% Reduced
1638
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$190K +$1.35K 4 0.01% Increased
1639
FNBOSM
First National Bank of South Miami
Florida
$188K +$47.2K 2 0.18% Increased
1640
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$187K $0 1 0% Maintained
1641
SFPIA
Stevens First Principles Investment Advisors
California
$181K $0 1 0.11% Maintained
1642
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$181K +$174K 1 0% New
1643
CIA
CSat Investment Advisory
Michigan
$179K +$105K 3 0.06% Increased
1644
FCA
FinTrust Capital Advisors
South Carolina
$178K -$157K 4 0.07% Reduced
1645
SIAS
Shine Investment Advisory Services
Colorado
$178K +$46.1K 3 0.08% Increased
1646
AIM
Advantage Investment Management
Iowa
$171K -$13.5K 3 0.13% Reduced
1647
IWP
Icon Wealth Partners
Texas
$169K -$101K 1 0.06% Reduced
1648
OIA
Optimum Investment Advisors
Illinois
$164K +$18.9K 3 0.05% Increased
1649
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$160K -$7.65K 3 0.01% Reduced
1650
FCT
Family Capital Trust
Massachusetts
$155K $0 1 0.06% Maintained