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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
1726
WA
WealthTrust-Arizona
Arizona
$5K +$903 2 0% Increased
1727
CFN
Cordasco Financial Network
Florida
$4K +$3.58K 1 0% New
1728
CX Institutional
CX Institutional
Indiana
$4K +$3.86K 1 0% New
1729
HI
Harrington Investments
California
$4K $0 1 0% Maintained
1730
WC
Whitnell & Co
Illinois
$4K -$2K 2 0% Reduced
1731
FMB
Field & Main Bank
Kentucky
$3K $0 1 0% Maintained
1732
PRS
Pinkerton Retirement Specialists
Idaho
$3K +$3.44K 1 0% New
1733
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$3K +$2.81K 2 0% New
1734
ECM
Exchange Capital Management
Michigan
$2K $0 1 0% Maintained
1735
IAS
INR Advisory Services
Pennsylvania
$2K +$1.86K 1 0% New
1736
ME
McIlrath & Eck
Washington
$2K $0 2 0% Maintained
1737
PGA
Premia Global Advisors
Florida
$2K -$146K 1 0% Reduced
1738
CAM
Capco Asset Management
Florida
$1K $0 1 0% Maintained
1739
OFS
Orrstown Financial Services
Pennsylvania
$1K -$5K 1 0% Reduced
1740
TFA
Transamerica Financial Advisors
Florida
$1K +$200 1 0% New
1741
AWA
Acorn Wealth Advisors
Michigan
$0 -$4K 0 – Closed
1742
ACM
Adalta Capital Management
New York
$0 -$4.14M 0 – Closed
1743
AIM
Alambic Investment Management
California
$0 -$2.67M 0 – Closed
1744
AIS
AlphaOne Investment Services
Pennsylvania
$0 -$29K 0 – Closed
1745
AWCI
Alpine Woods Capital Investors
New York
$0 -$570K 0 – Closed
1746
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$0 -$2.24M 0 – Closed
1747
AC
Apertura Capital
Texas
$0 -$14.1M 0 – Closed
1748
Armistice Capital
Armistice Capital
New York
$0 -$24.2M 0 – Closed
1749
Artisan Partners
Artisan Partners
Wisconsin
$0 -$87M 0 – Closed
1750
AC
Ashler Capital
Illinois
$0 -$375K 0 – Closed