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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
QVT
Quantitative Value Technologies
Kansas
$322K +$342K 1 0.69% New
1677
Wedge Capital Management
Wedge Capital Management
North Carolina
$322K -$30.4M 1 0% Reduced
1678
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$321K -$22.5K 1 0.03% Reduced
1679
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency
Massachusetts
$320K +$119K 9 0.07% Increased
1680
Greatmark Investment Partners
Greatmark Investment Partners
Georgia
$319K $0 1 0.06% Maintained
1681
Principal Street Partners
Principal Street Partners
Tennessee
$319K +$9.8K 1 0.04% Increased
1682
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$318K $0 1 0.02% Maintained
1683
Capital Markets Trading (UK)
Capital Markets Trading (UK)
United Kingdom
$318K +$41K 1 0.01% Increased
1684
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management
Ohio
$316K +$313K 1 0.03% New
1685
Main Street Research
Main Street Research
Connecticut
$316K +$901 1 0.03% Increased
1686
Meristem Family Wealth
Meristem Family Wealth
Minnesota
$316K -$11.9K 1 0.06% Reduced
1687
AAI
American Assets Inc
California
$314K $0 1 0.11% Maintained
1688
CWA Asset Management Group
CWA Asset Management Group
Florida
$312K -$14.5K 1 0.03% Reduced
1689
BAM
Bruderman Asset Management
New York
$309K $0 1 0.09% Maintained
1690
SIAG
Signet Investment Advisory Group
Rhode Island
$309K -$29.7K 1 0.24% Reduced
1691
Avior Wealth Management
Avior Wealth Management
Nebraska
$308K -$3.72K 4 0.03% Reduced
1692
Meitav Investment House
Meitav Investment House
Israel
$308K -$160K 1 0.01% Reduced
1693
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust
Missouri
$308K -$15.3K 8 0.09% Reduced
1694
WRM
Weybosset Research & Management
Rhode Island
$308K $0 1 0.13% Maintained
1695
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management
New York
$307K $0 1 0.11% Maintained
1696
PCG
Private Capital Group
Connecticut
$307K -$613K 8 0.08% Reduced
1697
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$306K -$10.5K 1 0.01% Reduced
1698
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$305K -$818 1 0.03% Reduced
1699
CP
Covenant Partners
Tennessee
$305K +$65.6K 1 0.12% Increased
1700
TC
Tacita Capital
Ontario, Canada
$305K -$9.8K 2 0.2% Reduced