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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
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$82K $0 1 0% Maintained
1952
TPW
TL Private Wealth
Texas
$82K +$23.6K 1 0.05% Increased
1953
SW
SkyOak Wealth
Michigan
$81K +$23.6K 1 0.03% Increased
1954
OCM
Orion Capital Management
California
$79K $0 2 0.06% Maintained
1955
EIP
Ellis Investment Partners
Pennsylvania
$78K +$243 2 0.02% Increased
1956
ARMT
Amica Retiree Medical Trust
Rhode Island
$77K +$88.4K 1 0.09% New
1957
HCP
Hexagon Capital Partners
Arkansas
$75K +$37.2K 6 0.02% Increased
1958
EWM
Endowment Wealth Management
Wisconsin
$71K +$29.7K 1 0.09% Increased
1959
JAM
JCIC Asset Management
Ontario, Canada
$70K $0 1 0.04% Maintained
1960
LS
Leelyn Smith
Illinois
$70K +$23.8K 2 0.02% Increased
1961
ECM
Estabrook Capital Management
New York
$69.6K +$76.1K 1 0.01% New
1962
BIA
Bell Investment Advisors
California
$69K +$69K 9 0.02% New
1963
Country Trust Bank
Country Trust Bank
Illinois
$69K -$3.42K 1 0% Reduced
1964
ME
McIlrath & Eck
Washington
$69K -$9.13K 3 0.02% Reduced
1965
AP
Arlington Partners
Alabama
$68K +$34.1K 3 0.02% Increased
1966
SFG
Steward Financial Group
Texas
$68K +$19.5K 7 0.06% Increased
1967
WPA
West Paces Advisors
Georgia
$67.9K +$9.51K 4 0.02% Increased
1968
TAM
Tucker Asset Management
Colorado
$67.5K +$2.24K 3 0.02% Increased
1969
Cowen and Company
Cowen and Company
New York
$66K -$67.4K 1 0.01% Reduced
1970
TFA
Transamerica Financial Advisors
Florida
$66K +$59.6K 4 0.01% New
1971
SCM
Silvant Capital Management
Georgia
$63K $0 1 0.02% Maintained
1972
CBT
CoreFirst Bank & Trust
Kansas
$62K -$13.6K 2 0.05% Reduced
1973
GWMIA
Global Wealth Management Investment Advisory
Florida
$61K -$2.88M 3 0.02% Reduced
1974
PCM
Pennsylvania Capital Management
Pennsylvania
$60K $0 1 0.03% Maintained
1975
BMD
Better Money Decisions
New Mexico
$59K +$63.9K 1 0.05% New