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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
UCB
United Community Bank
South Carolina
$101K +$14.6K 1 0.11% Increased
1927
AIM
Axiom Investment Management
New York
$100K +$107K 3 0.2% New
1928
TIM
Tortoise Investment Management
New York
$100K -$2.55K 3 0.02% Reduced
1929
AFG
Albion Financial Group
Utah
$95K -$2K 3 0.01% Reduced
1930
WIM
Westside Investment Management
California
$94.8K -$4.57K 4 0.23% Reduced
1931
DSC
Duncker Streett & Co
Missouri
$94K $0 1 0.02% Maintained
1932
FEG
Financial Enhancement Group
Indiana
$93K $0 3 0.02% Maintained
1933
HI
Hudock Inc
Pennsylvania
$93K -$3.51K 4 0.03% Reduced
1934
ME
McIlrath & Eck
Washington
$93K +$27.1K 3 0.03% Increased
1935
Wolverine Asset Management
Wolverine Asset Management
Illinois
$93K +$120K 1 0% New
1936
WMA
Wealth Management Associates
New Jersey
$92K $0 1 0.06% Maintained
1937
WAM
Worth Asset Management
Texas
$92K +$244 1 0.07% Increased
1938
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$91K -$4.49K 9 0.01% Reduced
1939
EWM
Endowment Wealth Management
Wisconsin
$90K +$9.51K 1 0.11% Increased
1940
TAM
Tucker Asset Management
Colorado
$88.3K +$25.4K 3 0.03% Increased
1941
BCM
Bluefin Capital Management
New York
$88K +$113K 1 0.01% New
1942
CYG
Clean Yield Group
Vermont
$88K $0 5 0.04% Maintained
1943
SC
Seldon Capital
California
$88K $0 2 0.06% Maintained
1944
GC
Globeflex Capital
California
$86K +$90.8K 1 0.01% New
1945
LSAG
Lake Street Advisors Group
New Hampshire
$86K +$29K 1 0.01% Increased
1946
NR
Newfound Research
Massachusetts
$85K -$132K 2 0.21% Reduced
1947
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$82K -$993 4 0.06% Reduced
1948
SN
Sittner & Nelson
Oregon
$80K -$16K 2 0.05% Reduced
1949
FRA
Front Row Advisors
California
$78K -$11.8K 3 0.04% Reduced
1950
TPW
TL Private Wealth
Texas
$78K $0 1 0.05% Maintained