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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
MAM
Marquette Asset Management
Minnesota
$23K $0 1 0.01% Maintained
1952
TLCM
Twin Lakes Capital Management
California
$23K $0 1 0.01% Maintained
1953
VCM
Versant Capital Management
Arizona
$23K -$1.33K 4 0.01% Reduced
1954
DOA
D'Orazio & Associates
Virginia
$22K +$22K 2 0.01% New
1955
HC
Hoese & Co
Minnesota
$22K $0 1 0.02% Maintained
1956
PCFFS
Pacific Center for Financial Services
California
$22K $0 1 0.01% Maintained
1957
CIA
Cascade Investment Advisors
Oregon
$21.4K $0 2 0.01% Maintained
1958
RTL
Red Tortoise LLC
Georgia
$21K +$23.4K 2 0.02% New
1959
SJIM
St. Johns Investment Management
Florida
$21K -$23K 1 0.01% Reduced
1960
WIA
Wealthstreet Investment Advisors
Texas
$21K -$153K 1 0.58% Reduced
1961
EWM
Evermay Wealth Management
Virginia
$20K -$7.2K 3 0% Reduced
1962
GW&K Investment Management
GW&K Investment Management
Massachusetts
$20K -$871 1 0% Reduced
1963
RIA
RPG Investment Advisory
California
$20K $0 3 0% Maintained
1964
Harvest Fund Management
Harvest Fund Management
China
$19K -$63.8K 1 0% Reduced
1965
SAM
Strategic Asset Management
Minnesota
$19K +$22K 1 0.03% New
1966
TS
Tamar Securities
California
$19K +$6.52K 1 0.01% Increased
1967
CPC
Consolidated Planning Corp
Georgia
$18K +$17.7K 3 0.01% New
1968
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.1K $0 1 0.02% Maintained
1969
AW
Avion Wealth
Texas
$17K +$18.8K 1 0.01% New
1970
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$15K +$15.3K 1 0.01% New
1971
CFO
CVA Family Office
Colorado
$14K -$59.7K 2 0.01% Reduced
1972
Provida Pension Fund Administrator
Provida Pension Fund Administrator
Chile
$14K $0 1 0% Maintained
1973
SFA
Semmax Financial Advisors
North Carolina
$14K $0 1 0% Maintained
1974
HFS
Horizon Financial Services
North Carolina
$13K -$13.7K 2 0.01% Reduced
1975
IF
Ironwood Financial
Arizona
$13K $0 3 0% Maintained