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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
1701
LA
Legacy Advisors
Pennsylvania
$65K -$11K 3 0.04% Reduced
1702
TJHA
Thomas J. Herzfeld Advisors
Florida
$63K +$16.2K 2 0.02% Increased
1703
LWA
Lowe Wealth Advisors
Maryland
$61K $0 2 0.04% Maintained
1704
BC
Barnett & Company
Tennessee
$60K $0 1 0.03% Maintained
1705
EIP
Ellis Investment Partners
Pennsylvania
$60K +$59.9K 1 0.02% New
1706
Country Trust Bank
Country Trust Bank
Illinois
$58K $0 1 0% Maintained
1707
DWA
Dougherty Wealth Advisers
Minnesota
$58K $0 1 0.16% Maintained
1708
Gratus Capital
Gratus Capital
Georgia
$58K $0 1 0.01% Maintained
1709
FFC
First Financial Corp
Indiana
$57K -$8.4K 2 0.05% Reduced
1710
Balentine LLC
Balentine LLC
Georgia
$56K +$22.9K 5 0% Increased
1711
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$56K -$191K 3 0% Reduced
1712
MCM
McRae Capital Management
New Jersey
$56K $0 1 0.02% Maintained
1713
HCA
Heck Capital Advisors
Wisconsin
$55.4K $0 1 0.01% Maintained
1714
Destination Wealth Management
Destination Wealth Management
California
$55K -$102K 3 0% Reduced
1715
HCM
Hollencrest Capital Management
California
$55K +$52.7K 1 0.01% New
1716
PVH
Psagot Value Holdings
Israel
$55K -$17.4K 1 0% Reduced
1717
AWM
AllSquare Wealth Management
New York
$54K -$14.6K 3 0.04% Reduced
1718
TL
TrueWealth LLC
Georgia
$53K +$2.15K 5 0.02% Increased
1719
AP
Advisors Preferred
Maryland
$51K +$50.4K 1 0.02% New
1720
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$51K +$21.9K 3 0% Increased
1721
WOC
West Oak Capital
California
$50K -$43.9K 2 0.03% Reduced
1722
TNBTD
Trustmark National Bank Trust Department
Mississippi
$49K $0 1 0% Maintained
1723
AA
AlphaMark Advisors
Kentucky
$48K +$105 3 0.02% Increased
1724
FAM
Foresters Asset Management
Ontario, Canada
$47K $0 1 0.02% Maintained
1725
Penserra Capital Management
Penserra Capital Management
California
$46K +$5.44K 1 0% Increased