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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
IF
Intrua Financial
Texas
$303K -$242K 1 0.08% Reduced
1702
SSW
Smith Shellnut Wilson
Mississippi
$303K -$25.7K 1 0.19% Reduced
1703
RTC
Riverview Trust Company
Washington
$302K $0 1 0.34% Maintained
1704
VI
Versor Investments
New York
$302K +$262K 1 0.02% New
1705
QCIG
Quad-Cities Investment Group
Iowa
$299K -$9.81K 1 0.23% Reduced
1706
PM
Parametrica Management
Hong Kong
$298K +$288K 1 0.14% New
1707
CCG
Chatham Capital Group
Georgia
$294K -$2.86M 1 0.06% Reduced
1708
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$294K -$21.2K 1 0% Reduced
1709
IC
Inscription Capital
Texas
$294K +$290K 1 0.1% New
1710
IIM
InTrack Investment Management
Vermont
$294K -$55.8K 1 0.27% Reduced
1711
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$293K +$71K 1 0.01% Increased
1712
WAM
WNY Asset Management
New York
$288K +$294K 1 0.12% New
1713
DC
Derby & Company
Massachusetts
$287K $0 1 0.06% Maintained
1714
Balentine LLC
Balentine LLC
Georgia
$286K +$7.67K 2 0.01% Increased
1715
SXL
Summit X LLC
Missouri
$286K -$216K 1 0.08% Reduced
1716
AWA
Aaron Wealth Advisors
Illinois
$284K +$283K 1 0.1% New
1717
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$284K $0 1 0.11% Maintained
1718
BCM
BTC Capital Management
Iowa
$283K $0 1 0.03% Maintained
1719
SCA
Sassicaia Capital Advisers
New York
$283K +$297K 1 0.16% New
1720
MCF Advisors
MCF Advisors
Kentucky
$282K +$1.18K 6 0.03% Increased
1721
Choreo LLC
Choreo LLC
Illinois
$279K -$532K 1 0.02% Reduced
1722
HH
Hilltop Holdings
Texas
$278K +$55.6K 1 0.04% Increased
1723
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$278K $0 4 0% Maintained
1724
MCM
Monarch Capital Management
Indiana
$275K -$90.1K 1 0.08% Reduced
1725
ATFA
All Terrain Financial Advisors
Minnesota
$274K -$426K 1 0.13% Reduced