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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
1951
ME
McIlrath & Eck
Washington
$70K +$65 3 0.02% Increased
1952
Provida Pension Fund Administrator
Provida Pension Fund Administrator
Chile
$70K -$1.26M 1 0% Reduced
1953
CFG
CKW Financial Group
Hawaii
$69K $0 1 0.01% Maintained
1954
MTIM
Marathon Trading Investment Management
Pennsylvania
$69K +$72.4K 1 0.01% New
1955
Sageworth Trust
Sageworth Trust
Pennsylvania
$69K +$69.8K 2 0.01% New
1956
PP
PDS Planning
Ohio
$67K +$3.71K 1 0.02% Increased
1957
CCA
Column Capital Advisors
Indiana
$66K +$9.72K 5 0.01% Increased
1958
JAM
JCIC Asset Management
Ontario, Canada
$66K $0 1 0.02% Maintained
1959
OCM
Orion Capital Management
California
$66K $0 1 0.05% Maintained
1960
SAI
Systematic Alpha Investments
New Jersey
$66K $0 1 0% Maintained
1961
PCM
Pennsylvania Capital Management
Pennsylvania
$65K $0 1 0.04% Maintained
1962
CAM
Costello Asset Management
Pennsylvania
$64K -$704 2 0.04% Reduced
1963
DAM
Delta Asset Management
Tennessee
$62K -$2K 2 0.01% Reduced
1964
OAJ
Ogorek Anthony Joseph
New York
$60K +$13.5K 2 0.03% Increased
1965
NFSG
Newbridge Financial Services Group
Florida
$59K -$2.47K 3 0.04% Reduced
1966
NO
Ninety One
South Africa
$59K $0 1 0.02% Maintained
1967
DP
Denver PWM
Colorado
$58K +$6.29K 1 0.03% Increased
1968
LWA
Lenox Wealth Advisors
New York
$57K -$20K 5 0.01% Reduced
1969
DAM
Deltec Asset Management
New York
$55K -$22.6K 1 0.01% Reduced
1970
EWA
Evolution Wealth Advisors
Florida
$54K +$48.8K 3 0.01% Increased
1971
BAM
Bellevue Asset Management
Washington
$53K +$704 2 0.03% Increased
1972
RWM
Raffa Wealth Management
District of Columbia
$52.6K +$4.95K 9 0.02% Increased
1973
MAM
Marquette Asset Management
Minnesota
$52K $0 1 0.01% Maintained
1974
TFO
Tarbox Family Office
California
$52K $0 5 0.01% Maintained
1975
FIA
FNY Investment Advisers
New York
$51K -$1.43M 2 0.02% Reduced