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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
SIG North Trading
SIG North Trading
Pennsylvania
$132K -$56K 1 0.01% Reduced
1927
BWM
BerganKDV Wealth Management
Minnesota
$132K +$7.89K 4 0.01% Increased
1928
KFI
Key Financial Inc
Pennsylvania
$132K $0 6 0.05% Maintained
1929
FP
Financial Perspectives
Minnesota
$131K $0 4 0.06% Maintained
1930
1WM
1900 Wealth Management
Texas
$128K $0 1 0.01% Maintained
1931
TF
Tompkins Financial
New York
$128K $0 4 0.02% Maintained
1932
FCB
First Command Bank
Texas
$125K $0 4 0.01% Maintained
1933
FCFS
First Command Financial Services
Texas
$125K $0 4 0.01% Maintained
1934
EWM
Endurance Wealth Management
Rhode Island
$124K $0 5 0.02% Maintained
1935
CWA
Clearview Wealth Advisors
Oregon
$123K -$604 4 0.12% Reduced
1936
Harvest Fund Management
Harvest Fund Management
China
$123K +$98.4K 1 0.03% Increased
1937
FWP
Firethorn Wealth Partners
Georgia
$122K +$156K 1 0.1% New
1938
LIM
Lagoda Investment Management
New York
$121K $0 1 0.09% Maintained
1939
BWAM
Boyd Watterson Asset Management
Ohio
$117K $0 2 0.05% Maintained
1940
CreativeOne Wealth
CreativeOne Wealth
Kansas
$116K +$2.94K 1 0.01% Increased
1941
CWP
Concord Wealth Partners
Virginia
$115K -$18.3K 5 0.03% Reduced
1942
AA
Alta Advisers
United Kingdom
$113K $0 1 0.07% Maintained
1943
MTIC
Missouri Trust & Investment Company
Missouri
$113K $0 1 0.07% Maintained
1944
CT
Clearstead Trust
Maine
$112K -$65.8K 2 0.04% Reduced
1945
TIM
Tortoise Investment Management
New York
$112K +$1.06K 3 0.02% Increased
1946
OSNBOA
Old Second National Bank of Aurora
Illinois
$111K -$44.5K 2 0.03% Reduced
1947
JIR
James Investment Research
Ohio
$111K -$384 2 0.01% Reduced
1948
TCCM
Timber Creek Capital Management
Massachusetts
$109K $0 2 0.04% Maintained
1949
WPA
West Paces Advisors
Georgia
$109K +$43.1K 5 0.03% Increased
1950
BCM
Bluefin Capital Management
New York
$107K -$340K 0 – Closed