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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
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$124K -$156K 2 0% Reduced
1952
AA
Alta Advisers
United Kingdom
$123K $0 1 0.07% Maintained
1953
EWM
Endurance Wealth Management
Rhode Island
$119K $0 5 0.02% Maintained
1954
CWA
Clearview Wealth Advisors
Oregon
$117K +$317 5 0.12% Increased
1955
OSNBOA
Old Second National Bank of Aurora
Illinois
$116K $0 2 0.03% Maintained
1956
CWP
Concord Wealth Partners
Virginia
$116K +$2.23K 5 0.02% Increased
1957
EWM
Endowment Wealth Management
Wisconsin
$114K +$3.5K 1 0.1% Increased
1958
OIA
Optimum Investment Advisors
Illinois
$113K $0 2 0.06% Maintained
1959
SAS
Stelac Advisory Services
New York
$113K +$1.42K 1 0.05% Increased
1960
First Pacific Advisors
First Pacific Advisors
California
$111K $0 1 0% Maintained
1961
JSAM
J. Safra Asset Management
New York
$111K $0 1 0.02% Maintained
1962
DeepCurrents Investment Group
DeepCurrents Investment Group
New York
$110K +$151K 1 0% New
1963
CT
Clearstead Trust
Maine
$108K $0 2 0.03% Maintained
1964
WIM
Westside Investment Management
California
$108K -$104K 3 0.03% Reduced
1965
Larson Financial Group
Larson Financial Group
Missouri
$107K -$27.8K 7 0.01% Reduced
1966
TCM
Traynor Capital Management
Pennsylvania
$107K -$19.1K 3 0.01% Reduced
1967
MCI
MRP Capital Investments
Georgia
$105K -$7.17K 2 0.1% Reduced
1968
TCCM
Timber Creek Capital Management
Massachusetts
$105K $0 2 0.04% Maintained
1969
Marex Group
Marex Group
$104K -$30.5K 1 0.02% Reduced
1970
WPA
West Paces Advisors
Georgia
$104K -$12K 5 0.03% Reduced
1971
TIM
Tortoise Investment Management
New York
$104K -$2.32K 3 0.02% Reduced
1972
CSC
Caldwell Sutter Capital
California
$102K +$60.1K 6 0.05% Increased
1973
DSC
Duncker Streett & Co
Missouri
$101K $0 1 0.02% Maintained
1974
AFG
Albion Financial Group
Utah
$101K +$357 3 0.01% Increased
1975
Arax Advisory Partners
Arax Advisory Partners
Colorado
$100K +$1.14K 5 0.01% Increased