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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
PAA
Peregrine Asset Advisers
Oregon
$365K +$111K 1 0.15% Increased
1677
North Star Investment Management
North Star Investment Management
Illinois
$364K -$568K 5 0.03% Reduced
1678
HA
Harbor Advisors
Florida
$363K $0 1 0.07% Maintained
1679
FPOC
Financial Planners of Cleveland
Ohio
$362K +$318K 1 0.15% New
1680
Choreo LLC
Choreo LLC
Illinois
$361K -$61.7K 1 0.02% Reduced
1681
AG
AlphaSimPlex Group
Massachusetts
$360K -$168K 1 0.61% Reduced
1682
Sonora Investment Management Group
Sonora Investment Management Group
Arizona
$359K +$334K 1 0.04% New
1683
Murchinson
Murchinson
Ontario, Canada
$357K +$404K 1 0.03% New
1684
WH
Willner & Heller
California
$357K +$379K 1 0.47% New
1685
AIM
Allen Investment Management
New York
$356K $0 1 0% Maintained
1686
EP Wealth Advisors
EP Wealth Advisors
California
$356K -$249K 1 0.01% Reduced
1687
MM
MQS Management
New York
$353K +$345K 1 0.57% New
1688
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$352K $0 1 0.01% Maintained
1689
Keel Point
Keel Point
Alabama
$351K $0 2 0.04% Maintained
1690
NC
NovaPoint Capital
Georgia
$351K +$1.01K 1 0.13% Increased
1691
Twin Capital Management
Twin Capital Management
Pennsylvania
$351K -$28.4K 1 0.04% Reduced
1692
IAMOG
Investors Asset Management of Georgia
Georgia
$349K $0 1 0.17% Maintained
1693
Albion Financial Group
Albion Financial Group
Utah
$348K +$215K 4 0.03% Increased
1694
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$348K $0 1 0.03% Maintained
1695
RI
Ridgewood Investments
New Jersey
$347K $0 1 0.22% Maintained
1696
Verdence Capital Advisors
Verdence Capital Advisors
Maryland
$347K +$21.1K 1 0.04% Increased
1697
FAG
Fortitude Advisory Group
Washington
$346K +$429K 6 0.17% New
1698
Symmetry Partners
Symmetry Partners
Connecticut
$344K -$200K 1 0.02% Reduced
1699
Aspiriant LLC
Aspiriant LLC
California
$343K +$58.2K 1 0.02% Increased
1700
RA
Rise Advisors
New York
$343K +$319K 5 0.33% New