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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
1851
BWP
Bernardo Wealth Planning
Pennsylvania
$0 -$205K 0 – Closed
1852
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$0 -$305K 0 – Closed
1853
BIM
Bogle Investment Management
Massachusetts
$0 -$9.65M 0 – Closed
1854
BAC
Boys Arnold & Co
North Carolina
$0 -$523K 0 – Closed
1855
BAM
Bruderman Asset Management
New York
$0 -$209K 0 – Closed
1856
CFA
Camarda Financial Advisors
Florida
$0 -$18K 0 – Closed
1857
Caption Management
Caption Management
Oklahoma
$0 -$1.86M 0 – Closed
1858
CIM
Chiron Investment Management
New York
$0 -$252K 0 – Closed
1859
CWA
Clarus Wealth Advisors
Arizona
$0 -$210K 0 – Closed
1860
CIR
Clear Investment Research
Georgia
$0 $0 2 0% Maintained
1861
CBOA
Commonwealth Bank of Australia
Australia
$0 -$46.7M 0 – Closed
1862
CIC
Cornercap Investment Counsel
Georgia
$0 -$3.05M 0 – Closed
1863
CA
Crewe Advisors
Utah
$0 -$261K 0 – Closed
1864
Destination Wealth Management
Destination Wealth Management
California
$0 -$55K 0 – Closed
1865
DI
DFPG Investments
Utah
$0 -$247K 0 – Closed
1866
DSC
Duncker Streett & Co
Missouri
$0 -$106K 0 – Closed
1867
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
$0 -$24.5M 0 – Closed
1868
EWM
Executive Wealth Management
Michigan
$0 -$88K 0 – Closed
1869
FI
FormulaFolio Investments
Michigan
$0 -$458K 0 – Closed
1870
FRM
Fox Run Management
Connecticut
$0 -$316K 0 – Closed
1871
G
Gainplan
Michigan
$0 -$698K 0 – Closed
1872
Gates Capital Management
Gates Capital Management
New York
$0 -$34.1M 0 – Closed
1873
Granahan Investment Management
Granahan Investment Management
Massachusetts
$0 -$309K 0 – Closed
1874
HIM
Hanlon Investment Management
New Jersey
$0 -$201K 0 – Closed
1875
HT
HAP Trading
New York
$0 -$4.02M 0 – Closed