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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
KFI
Key Financial Inc
Pennsylvania
$132K +$12.6K 6 0.07% Increased
1952
HWMA
Heritage Wealth Management (Arizona)
Arizona
$129K +$102K 2 0.03% New
1953
HI
Hudock Inc
Pennsylvania
$129K $0 4 0.04% Maintained
1954
KLWA
Kelly Lawrence W & Associates
California
$129K $0 2 0.03% Maintained
1955
OIA
Optimum Investment Advisors
Illinois
$127K +$12.2K 2 0.05% Increased
1956
KPW
Kore Private Wealth
New York
$125K $0 1 0.02% Maintained
1957
MA
Macellum Advisors
New York
$123K $0 1 0.03% Maintained
1958
TPW
TL Private Wealth
Texas
$123K -$31.3K 1 0.07% Reduced
1959
TCCM
Timber Creek Capital Management
Massachusetts
$121K $0 2 0.04% Maintained
1960
COCM
Charter Oak Capital Management
New Hampshire
$119K +$1.67K 3 0.01% Increased
1961
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$117K +$122K 1 0% New
1962
MTIC
Missouri Trust & Investment Company
Missouri
$115K $0 1 0.07% Maintained
1963
NA
Navellier & Associates
Nevada
$115K +$16.2K 1 0.02% Increased
1964
Arax Advisory Partners
Arax Advisory Partners
Colorado
$113K +$25K 8 0.01% Increased
1965
FEG
Financial Enhancement Group
Indiana
$112K +$197 3 0.02% Increased
1966
FRA
Front Row Advisors
California
$112K -$1.56K 3 0.05% Reduced
1967
TIM
Tortoise Investment Management
New York
$111K -$2K 2 0.02% Reduced
1968
VC
Vestor Capital
Illinois
$111K $0 1 0.01% Maintained
1969
CWC
Carolinas Wealth Consulting
North Carolina
$109K -$4.14K 3 0.02% Reduced
1970
FFA
Freedman Financial Associates
Massachusetts
$109K $0 3 0.08% Maintained
1971
DHGWA
Dixon Hughes Goodman Wealth Advisors
North Carolina
$107K +$20.1K 6 0.03% Increased
1972
FBC
Fairfield, Bush & Co
Connecticut
$107K -$31.3K 1 0.05% Reduced
1973
PAM
Paradigm Asset Management
New York
$106K $0 1 0.03% Maintained
1974
SC
Sierra Capital
Florida
$105K $0 4 0.02% Maintained
1975
First Pacific Advisors
First Pacific Advisors
California
$104K $0 1 0% Maintained