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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
CFN
Cordasco Financial Network
Florida
$4K $0 1 0% Maintained
1727
CX Institutional
CX Institutional
Indiana
$4K $0 1 0% Maintained
1728
FEG
Financial Enhancement Group
Indiana
$4K -$333K 1 0% Reduced
1729
HI
Harrington Investments
California
$4K $0 1 0% Maintained
1730
MC
Martin Currie
United Kingdom
$4K $0 1 0% Maintained
1731
FMB
Field & Main Bank
Kentucky
$3K $0 1 0% Maintained
1732
PW
Price Wealth
Texas
$3K -$28.7K 1 0% Reduced
1733
ECM
Exchange Capital Management
Michigan
$2K $0 1 0% Maintained
1734
MCM
Monument Capital Management
Virginia
$2K +$2.15K 2 0% Increased
1735
PG
Proffitt & Goodson
Tennessee
$2K +$1.7K 1 0% New
1736
SIS
Sound Income Strategies
Florida
$2K -$22.7K 2 0% Reduced
1737
CAM
Capco Asset Management
Florida
$1K $0 1 0% Maintained
1738
11A
10-15 Associates
New York
$0 -$205K 0 – Closed
1739
1IA
1834 Investment Advisors
Wisconsin
$0 -$32K 0 – Closed
1740
1SB
1ST Source Bank
Indiana
$0 -$213K 0 – Closed
1741
3CP
3G Capital Partners
New York
$0 -$28.3M 0 – Closed
1742
AHB
Abner Herrman & Brock
New Jersey
$0 -$232K 0 – Closed
1743
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$0 -$74.1M 0 – Closed
1744
AIA
Affinity Investment Advisors
California
$0 -$202K 0 – Closed
1745
AG
AlphaSimPlex Group
Massachusetts
$0 -$2.34M 0 – Closed
1746
AA
Apriem Advisors
California
$0 -$102K 0 – Closed
1747
ACP
Arcus Capital Partners
Georgia
$0 -$205K 0 – Closed
1748
AWA
Arete Wealth Advisors
Illinois
$0 -$215K 0 – Closed
1749
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$0 -$30.1M 0 – Closed
1750
ACM
Aviance Capital Management
Florida
$0 -$405K 0 – Closed