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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
MW
Marks Wealth
Maryland
$157K +$127K 1 0.05% New
1927
CCM
Cutler Capital Management
Massachusetts
$155K $0 1 0.06% Maintained
1928
TC
Trust Company
Kansas
$155K +$15.4K 1 0.03% Increased
1929
Gradient Investments
Gradient Investments
Minnesota
$154K -$80.6K 9 0% Reduced
1930
1WM
1900 Wealth Management
Texas
$152K +$131K 1 0.01% New
1931
FA
Fortis Advisors
Pennsylvania
$152K $0 2 0.08% Maintained
1932
CFN
Cordasco Financial Network
Florida
$150K -$6K 2 0.1% Reduced
1933
GWS
Glassman Wealth Services
Virginia
$150K +$8.16K 10 0.03% Increased
1934
JEST
JTC Employer Solutions Trustee
Jersey
$150K $0 1 0.02% Maintained
1935
POIA
Pin Oak Investment Advisors
Texas
$150K $0 4 0.16% Maintained
1936
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$149K +$53.6K 3 0.01% Increased
1937
RE
RBC Europe
United Kingdom
$149K $0 3 0.01% Maintained
1938
CHA
Carmichael Hill & Associates
Maryland
$145K -$15K 4 0.07% Reduced
1939
SOW
State of Wyoming
Wyoming
$144K +$8.77K 5 0.07% Increased
1940
WIM
Westside Investment Management
California
$144K +$36K 4 0.32% Increased
1941
AWA
Artemis Wealth Advisors
New York
$143K -$39.6K 1 0.02% Reduced
1942
PVH
Psagot Value Holdings
Israel
$143K $0 1 0.03% Maintained
1943
ICM
Islay Capital Management
Texas
$141K +$7.16K 1 0.12% Increased
1944
SCM
Sterneck Capital Management
Missouri
$141K +$33.8K 1 0.08% Increased
1945
TF
Tompkins Financial
New York
$140K $0 3 0.02% Maintained
1946
MFS
Mirabella Financial Services
United Kingdom
$139K -$902K 1 0.02% Reduced
1947
FP
Financial Perspectives
Minnesota
$137K $0 4 0.06% Maintained
1948
EWM
Endurance Wealth Management
Rhode Island
$137K $0 5 0.02% Maintained
1949
FCB
First Command Bank
Texas
$132K -$44.4K 4 0.02% Reduced
1950
FCFS
First Command Financial Services
Texas
$132K -$38K 4 0.02% Reduced