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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
1651
WPA
West Paces Advisors
Georgia
$153K $0 4 0.1% Maintained
1652
CX Institutional
CX Institutional
Indiana
$152K -$174K 4 0.02% Reduced
1653
GLI
Guardian Life Insurance
New York
$152K +$1.95K 3 0.02% Increased
1654
THWM
Taylor Hoffman Wealth Management
Virginia
$152K -$52.7K 4 0.12% Reduced
1655
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$151K -$158K 1 0.01% Reduced
1656
CIC
Cutler Investment Counsel
Oregon
$149K $0 1 0.03% Maintained
1657
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$147K $0 3 0.13% Maintained
1658
TF
Tompkins Financial
New York
$145K -$15.2K 2 0.03% Reduced
1659
CB
CNB Bank
Pennsylvania
$144K +$81.1K 3 0.12% Increased
1660
BG
Bollard Group
Massachusetts
$139K +$1.26K 2 0% Increased
1661
PGAM
Princeton Global Asset Management
New Jersey
$137K +$78.1K 2 0.08% Increased
1662
BWM
Baystate Wealth Management
Massachusetts
$131K $0 2 0.02% Maintained
1663
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$131K +$70.9K 2 0% Increased
1664
SHJ
Sharkey, Howes & Javer
Colorado
$128K $0 3 0.06% Maintained
1665
TH
Timber Hill
Connecticut
$127K +$122K 1 0.1% New
1666
CAC
Certified Advisory Corp
Florida
$118K +$36.1K 5 0.04% Increased
1667
ACP
Ashfield Capital Partners
California
$111K -$110K 0 – Closed
1668
POIA
Pin Oak Investment Advisors
Texas
$111K +$42.3K 4 0.09% Increased
1669
Tidal Investments
Tidal Investments
Wisconsin
$109K -$26.3K 1 0.06% Reduced
1670
AIC
Ayalon Insurance Company
Israel
$107K $0 1 0.07% Maintained
1671
DAM
Deltec Asset Management
New York
$107K -$508K 1 0.02% Reduced
1672
DSC
Duncker Streett & Co
Missouri
$106K $0 1 0.02% Maintained
1673
MCM
Manchester Capital Management
Vermont
$104K $0 3 0.01% Maintained
1674
APW
Acima Private Wealth
Virginia
$103K +$5.02K 4 0.08% Increased
1675
JAM
JCIC Asset Management
Ontario, Canada
$103K -$9K 1 0.04% Reduced