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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
KA
Kercheville Advisors
Texas
$329K -$355K 1 0.14% Reduced
1727
Lombard Odier Asset Management (USA)
Lombard Odier Asset Management (USA)
New York
$329K +$18.5K 1 0.01% Increased
1728
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$321K +$318K 1 0.01% New
1729
TWM
Titus Wealth Management
California
$321K +$69.9K 1 0.14% Increased
1730
Washington Trust
Washington Trust
Rhode Island
$321K -$6.82M 6 0.01% Reduced
1731
JWM
Jeppson Wealth Management
California
$319K $0 1 0.15% Maintained
1732
Stratos Investment Management
Stratos Investment Management
Ohio
$319K -$125K 1 0.05% Reduced
1733
BMCM
Burns Matteson Capital Management
New York
$319K +$290K 1 0.22% New
1734
Resonant Capital Advisors
Resonant Capital Advisors
Wisconsin
$317K +$37.2K 1 0.05% Increased
1735
Aquatic Capital Management
Aquatic Capital Management
Illinois
$316K +$309K 7 0.61% New
1736
Quilter Plc
Quilter Plc
United Kingdom
$315K -$173K 1 0.01% Reduced
1737
AMC
Asset Management Corp
Illinois
$314K +$134K 1 0.16% Increased
1738
KIA
Kraematon Investment Advisors
Massachusetts
$312K +$283K 1 0.28% New
1739
Noesis Capital Mangement
Noesis Capital Mangement
Florida
$312K $0 1 0.06% Maintained
1740
Bank of Nova Scotia Trust
Bank of Nova Scotia Trust
Ontario, Canada
$309K -$115K 1 0.03% Reduced
1741
NorthRock Partners
NorthRock Partners
Minnesota
$308K +$38.1K 1 0.02% Increased
1742
OneAscent Financial Services
OneAscent Financial Services
Alabama
$307K -$9.8K 1 0.59% Reduced
1743
WIA
Westbourne Investment Advisors
Maryland
$307K +$300K 1 0.12% New
1744
SCM
SOL Capital Management
Maryland
$304K $0 1 0.06% Maintained
1745
AAI
American Assets Inc
California
$303K $0 1 0.09% Maintained
1746
Sovereign Financial Group
Sovereign Financial Group
Connecticut
$303K -$4.99K 1 0.12% Reduced
1747
FAFN
First Affirmative Financial Network
Colorado
$302K +$45.5K 1 0.28% Increased
1748
SOAMC
Spirit of America Management Corp
New York
$301K $0 1 0.06% Maintained
1749
OIM
Oder Investment Management
California
$299K -$16.8K 1 0.42% Reduced
1750
Atom Investors
Atom Investors
Texas
$298K -$2.84M 1 0.05% Reduced