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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
1676
RFM
Royal Fund Management
Florida
$207K -$2.56M 3 0.05% Reduced
1677
CWM
Chesapeake Wealth Management
Virginia
$204K -$51K 1 0.08% Reduced
1678
PP
Palladium Partners
Virginia
$204K +$196K 1 0.01% New
1679
BAM
Berkshire Asset Management
Pennsylvania
$203K +$195K 1 0.02% New
1680
MCM
Maryland Capital Management
Maryland
$203K +$1.13K 1 0.02% Increased
1681
HL
HeadInvest LLC
Maine
$202K +$195K 1 0.06% New
1682
OCG
Opus Capital Group
Ohio
$202K +$195K 1 0.06% New
1683
PTC
Petrus Trust Company
Texas
$202K +$201K 1 0.03% New
1684
FIM
Frontier Investment Management
Texas
$201K +$194K 1 0.01% New
1685
GFPC
Global Financial Private Capital
Florida
$201K +$50.7K 4 0.01% Increased
1686
Chilton Capital Management
Chilton Capital Management
Texas
$200K -$15.4K 1 0.02% Reduced
1687
M
Mirova
France
$188K +$84.8K 1 0.07% Increased
1688
Citizens Financial Group
Citizens Financial Group
Rhode Island
$183K -$10.7K 5 0.01% Reduced
1689
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$182K +$112K 2 0% Increased
1690
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$176K -$8.65K 5 0.01% Reduced
1691
PWMG
Prestige Wealth Management Group
New Jersey
$175K -$93.4K 5 0.1% Reduced
1692
SAM
S.A. Mason
Michigan
$171K +$167K 3 0.16% New
1693
GG
Gleason Group
Kentucky
$170K +$164K 3 0.1% New
1694
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$170K +$17K 1 0% Increased
1695
FNBOSM
First National Bank of South Miami
Florida
$167K -$11.1K 2 0.17% Reduced
1696
AIC
Archer Investment Corporation
Indiana
$164K $0 3 0.09% Maintained
1697
OIA
Optimum Investment Advisors
Illinois
$164K +$5.67K 3 0.05% Increased
1698
ANBT
American National Bank & Trust
Texas
$162K -$901K 1 0.05% Reduced
1699
THWM
Taylor Hoffman Wealth Management
Virginia
$160K $0 4 0.1% Maintained
1700
GLI
Guardian Life Insurance
New York
$159K +$1.89K 3 0.04% Increased