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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
DSC
Duncker Streett & Co
Missouri
$94K $0 1 0.02% Maintained
1952
POIA
Pin Oak Investment Advisors
Texas
$93K -$45.8K 4 0.09% Reduced
1953
Harvest Fund Management
Harvest Fund Management
China
$91K +$79.9K 2 0.01% Increased
1954
SN
Sittner & Nelson
Oregon
$91K +$186 3 0.06% Increased
1955
Arax Advisory Partners
Arax Advisory Partners
Colorado
$88K +$92.7K 8 0.01% New
1956
TFM
TFC Financial Management
Massachusetts
$86K $0 2 0.03% Maintained
1957
CWC
Carolinas Wealth Consulting
North Carolina
$83K -$1.58K 3 0.02% Reduced
1958
EAM
Exos Asset Management
New York
$83K +$87.1K 2 0.04% New
1959
NR
Newfound Research
Massachusetts
$83K +$5.18K 1 0.16% Increased
1960
CFO
CVA Family Office
Colorado
$81K +$37.1K 4 0.02% Increased
1961
PCM
Pennsylvania Capital Management
Pennsylvania
$80K $0 1 0.04% Maintained
1962
RDWM
Red Door Wealth Management
Tennessee
$80K +$82.3K 4 0.03% New
1963
ME
McIlrath & Eck
Washington
$78K -$1.63K 4 0.02% Reduced
1964
EIP
Ellis Investment Partners
Pennsylvania
$77K +$235 2 0.02% Increased
1965
OCM
Orion Capital Management
California
$77K $0 1 0.05% Maintained
1966
JPLA
Joseph P. Lucia & Associates
New York
$75K +$2.02K 5 0.04% Increased
1967
CFG
CKW Financial Group
Hawaii
$74K +$1.13K 2 0.01% Increased
1968
ONST
Old North State Trust
North Carolina
$74K $0 3 0.06% Maintained
1969
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$74K +$2.44K 8 0.01% Increased
1970
EWM
Edge Wealth Management
New York
$73K -$23K 1 0.01% Reduced
1971
HWA
HHM Wealth Advisors
Tennessee
$73K +$31.4K 4 0.02% Increased
1972
CCA
Column Capital Advisors
Indiana
$70K $0 5 0.01% Maintained
1973
BAM
Bellevue Asset Management
Washington
$69K +$8.77K 2 0.04% Increased
1974
ACM
Anfield Capital Management
California
$64K +$62.1K 2 0.02% New
1975
OAJ
Ogorek Anthony Joseph
New York
$63K +$235 2 0.03% Increased