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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
1926
CWA
Carolina Wealth Advisors
South Carolina
$117K +$104K 3 0.08% Increased
1927
CYG
Clean Yield Group
Vermont
$116K +$115K 4 0.04% New
1928
KFI
Key Financial Inc
Pennsylvania
$116K +$17.3K 4 0.06% Increased
1929
JIR
James Investment Research
Ohio
$115K +$5.6K 1 0.01% Increased
1930
TCCM
Timber Creek Capital Management
Massachusetts
$115K $0 2 0.04% Maintained
1931
HF
Halpern Financial
Virginia
$114K +$103K 2 0.05% Increased
1932
Larson Financial Group
Larson Financial Group
Missouri
$113K +$27.8K 4 0.03% Increased
1933
COCM
Charter Oak Capital Management
New Hampshire
$112K +$181 2 0.01% Increased
1934
SAM
S.A. Mason
Michigan
$112K $0 2 0.08% Maintained
1935
GLLW
Graves Light Lenhart Wealth
Virginia
$111K -$28.8K 4 0.02% Reduced
1936
ACM
AUA Capital Management
Pennsylvania
$110K $0 1 0.07% Maintained
1937
FCM
Firestone Capital Management
Florida
$110K +$14K 3 0.04% Increased
1938
TIM
Tortoise Investment Management
New York
$108K $0 2 0.02% Maintained
1939
RWM
Raffa Wealth Management
District of Columbia
$108K +$50.1K 9 0.04% Increased
1940
First Pacific Advisors
First Pacific Advisors
California
$105K $0 1 0% Maintained
1941
FRA
Front Row Advisors
California
$105K +$1.12K 3 0.04% Increased
1942
KLWA
Kelly Lawrence W & Associates
California
$105K $0 2 0.02% Maintained
1943
AFG
Albion Financial Group
Utah
$104K +$103K 3 0.01% New
1944
JWA
JFS Wealth Advisors
Pennsylvania
$103K -$63K 3 0.02% Reduced
1945
CWP
Concord Wealth Partners
Virginia
$100K +$30.6K 4 0.03% Increased
1946
DP
Denver PWM
Colorado
$99K +$10.9K 1 0.04% Increased
1947
PCM
Pinz Capital Management
New York
$99K -$1.33M 1 0.03% Reduced
1948
SOW
State of Wyoming
Wyoming
$99K +$7.98K 3 0.06% Increased
1949
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$98K +$3.69K 4 0.01% Increased
1950
JAM
JCIC Asset Management
Ontario, Canada
$95K $0 1 0.02% Maintained