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 | |
|---|---|---|---|---|---|---|---|
| 2251 |
SWIG
Strategic Wealth Investment Group
Louisville,
Kentucky
| $0 | -$289K | 0 | – | Closed |
|
| 2252 |
SFCL
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $0 | -$2K | 0 | – | Closed |
|
| 2253 |
S
Surevest
Los Angeles,
California
| $0 | $0 | 0 | – | Closed |
|
| 2254 |
TWP
TFO Wealth Partners
Maumee,
Ohio
| $0 | -$5K | 0 | – | Closed |
|
| 2255 |
TC
Titleist Capital
San Antonio,
Texas
| $0 | -$210K | 0 | – | Closed |
|
| 2256 |
Truepoint Inc
Cincinnati,
Ohio
| $0 | -$3K | 0 | – | Closed |
|
| 2257 |
WAM
Watershed Asset Management
San Francisco,
California
| $0 | -$265K | 0 | – | Closed |
|
| 2258 |
WI
WBI Investments
Red Bank,
New Jersey
| $0 | -$1.73M | 0 | – | Closed |
|
| 2259 |
WestEnd Advisors
Charlotte,
North Carolina
| $0 | +$740 | 3 | 0% | New |
|
| 2260 |
Yacktman Asset Management
Austin,
Texas
| $0 | -$12.6M | 0 | – | Closed |
|
| 2261 |
Zurich Insurance Group
Zurich,
Switzerland
| $0 | -$1.28M | 0 | – | Closed |
|