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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
1776
Chatham Capital Group
Chatham Capital Group
Georgia
$251K -$17.3K 1 0.05% Reduced
1777
Hemenway Trust Hemenway Trust
Hemenway Trust Hemenway Trust
New Hampshire
$251K -$234K 1 0.02% Reduced
1778
SA
Shilanski & Associates
Alaska
$250K +$39.9K 1 0.1% Increased
1779
Cowen and Company
Cowen and Company
New York
$249K $0 1 0.02% Maintained
1780
G
Gainplan
Michigan
$249K +$194K 2 0.19% Increased
1781
Merit Financial Group
Merit Financial Group
Georgia
$249K +$39.7K 1 0.02% Increased
1782
PWM
Purus Wealth Management
California
$249K +$49.4K 1 0.17% Increased
1783
Caption Management
Caption Management
Oklahoma
$247K -$18.9M 1 0% Reduced
1784
Bank of Nova Scotia Trust
Bank of Nova Scotia Trust
Ontario, Canada
$246K -$38.9K 1 0.02% Reduced
1785
KC
Kepos Capital
New York
$246K -$111K 1 0.02% Reduced
1786
Lyell Wealth Management
Lyell Wealth Management
California
$246K -$69.7K 1 0.03% Reduced
1787
McLean Asset Management
McLean Asset Management
Virginia
$246K +$6.7K 1 0.18% Increased
1788
T
TOBAM
France
$246K +$51.4K 3 0.01% Increased
1789
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$245K -$4.41K 1 0.01% Reduced
1790
SWM
Shelton Wealth Management
Texas
$244K +$462 1 0.19% Increased
1791
SP
Successful Portfolios
Florida
$244K +$245K 1 0.14% New
1792
WMA
Wealth Management Associates
New Jersey
$243K +$9.46K 1 0.14% Increased
1793
OWA
Opal Wealth Advisors
New York
$242K +$19.8K 1 0.21% Increased
1794
PHAM
Palisades Hudson Asset Management
Florida
$242K $0 1 0.11% Maintained
1795
Principle Wealth Partners
Principle Wealth Partners
Connecticut
$242K $0 1 0.03% Maintained
1796
EHAM
Eagle Harbor Asset Management
Washington
$240K -$68.8K 1 0.31% Reduced
1797
FIM
Freedom Investment Management
Connecticut
$239K -$318K 1 0.02% Reduced
1798
Covea Finance
Covea Finance
France
$238K $0 1 0.03% Maintained
1799
Wealth Architects
Wealth Architects
California
$238K +$18.5K 1 0.04% Increased
1800
LCM
Lewis Capital Management
California
$237K $0 1 0.27% Maintained