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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
CCIA
Campbell & Co Investment Adviser
Maryland
$296K +$273K 1 0.12% New
1727
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$296K +$40.4K 1 0.01% Increased
1728
DC
Derby & Company
Massachusetts
$295K $0 1 0.06% Maintained
1729
CAM
Carret Asset Management
New York
$294K +$6.7K 1 0.03% Increased
1730
Empirical Finance
Empirical Finance
Pennsylvania
$294K +$295K 1 0.05% New
1731
CAAS
Capital Asset Advisory Services
Michigan
$293K +$5.03K 1 0.03% Increased
1732
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$293K -$8.92K 1 0% Reduced
1733
Summit Financial
Summit Financial
New Jersey
$292K +$283K 1 0.03% New
1734
IAMOG
Investors Asset Management of Georgia
Georgia
$292K +$293K 1 0.16% New
1735
BAM
Bruderman Asset Management
New York
$291K +$32.5K 1 0.09% Increased
1736
CCP
Cardan Capital Partners
Colorado
$291K -$744 1 0.03% Reduced
1737
CC
Claybrook Capital
Massachusetts
$291K -$1.34M 1 0.09% Reduced
1738
PP
PDS Planning
Ohio
$291K +$201K 2 0.07% Increased
1739
SFG
SevenBridge Financial Group
Pennsylvania
$291K $0 1 0.09% Maintained
1740
ACM
Argyle Capital Management
Pennsylvania
$288K $0 1 0.09% Maintained
1741
Circle Wealth Management
Circle Wealth Management
New Jersey
$288K -$4.2K 1 0.04% Reduced
1742
OIM
Oder Investment Management
California
$288K -$8.18K 1 0.38% Reduced
1743
SM
SG3 Management
Puerto Rico
$288K +$292K 1 0.01% New
1744
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$286K +$7.26K 5 0.06% Increased
1745
CWA
Clearview Wealth Advisors
Oregon
$284K -$87.2K 5 0.18% Reduced
1746
IIM
InTrack Investment Management
Vermont
$284K -$57.1K 1 0.22% Reduced
1747
MCM
Monarch Capital Management
Indiana
$282K $0 1 0.08% Maintained
1748
AA
AlphaMark Advisors
Kentucky
$281K +$88.3K 6 0.1% Increased
1749
PFA
Paradigm Financial Advisors
Missouri
$281K $0 1 0.06% Maintained
1750
PC
Permit Capital
Pennsylvania
$281K $0 2 0.08% Maintained