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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
RWM
Raffa Wealth Management
District of Columbia
$78K +$277 9 0.03% Increased
1952
BIA
Bell Investment Advisors
California
$77K +$11.4K 8 0.02% Increased
1953
EIP
Ellis Investment Partners
Pennsylvania
$76K $0 2 0.02% Maintained
1954
OCM
Orion Capital Management
California
$75K $0 2 0.06% Maintained
1955
PTC
Petrus Trust Company
Texas
$75K +$161K 1 0.01% New
1956
HDIM
Hanson & Doremus Investment Management
Vermont
$74K +$22K 3 0.02% Increased
1957
OCM
Osterweis Capital Management
California
$73K +$77.4K 2 0.01% New
1958
AMC
Asset Management Corp
Illinois
$72K -$7.9K 1 0.04% Reduced
1959
CA
Crewe Advisors
Utah
$72K +$31.7K 5 0.01% Increased
1960
LS
Leelyn Smith
Illinois
$72K +$8.55K 2 0.02% Increased
1961
SW
SkyOak Wealth
Michigan
$71K $0 1 0.03% Maintained
1962
CL
COWA LLC
Oklahoma
$68K +$77.7K 1 0.04% New
1963
Country Trust Bank
Country Trust Bank
Illinois
$67K $0 1 0% Maintained
1964
JAM
JCIC Asset Management
Ontario, Canada
$67K $0 1 0.03% Maintained
1965
PCM
Pennsylvania Capital Management
Pennsylvania
$67K $0 1 0.04% Maintained
1966
WPA
West Paces Advisors
Georgia
$66.2K $0 4 0.02% Maintained
1967
TFA
Transamerica Financial Advisors
Florida
$65K $0 4 0.01% Maintained
1968
DP
Denver PWM
Colorado
$62K $0 1 0.03% Maintained
1969
HWMA
Heritage Wealth Management (Arizona)
Arizona
$62K +$78.7K 2 0.02% Increased
1970
M
MOTCO
Texas
$62K +$16.7K 2 0% Increased
1971
PFT
Providence First Trust
Arizona
$61K +$64.9K 1 0.04% New
1972
GCGDR
Geo Capital Gestora de Recursos
Brazil
$59K -$43.1K 1 0.05% Reduced
1973
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$59K -$296K 3 0.01% Reduced
1974
PFA
Professional Financial Advisors
Nebraska
$58K $0 3 0.04% Maintained
1975
WPWM
Western Pacific Wealth Management
Illinois
$57K +$60.9K 1 0.06% New