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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
AWM
Avaii Wealth Management
Wisconsin
$123K +$103K 1 0.08% New
1952
GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$122K $0 1 0.1% Maintained
1953
AA
Alta Advisers
United Kingdom
$121K $0 1 0.06% Maintained
1954
MTIC
Missouri Trust & Investment Company
Missouri
$121K $0 1 0.05% Maintained
1955
RAM
Ramirez Asset Management
New York
$121K -$2.52M 1 0.02% Reduced
1956
NFSG
Newbridge Financial Services Group
Florida
$118K -$52.6K 4 0.06% Reduced
1957
VC
Vestor Capital
Illinois
$116K -$52K 1 0.01% Reduced
1958
BCM
Barometer Capital Management
Ontario, Canada
$115K +$111K 1 0.03% New
1959
NMM
Naples Money Management
Florida
$113K +$109K 2 0.11% New
1960
MSG
Main Street Group
Virginia
$113K +$109K 7 0.04% New
1961
GJIA
Glass Jacobson Investment Advisors
Maryland
$112K -$6.74K 3 0.05% Reduced
1962
Larson Financial Group
Larson Financial Group
Missouri
$109K +$3.72K 7 0.01% Increased
1963
BFS
Bare Financial Services
Pennsylvania
$106K +$103K 1 0.21% New
1964
OIA
Optimum Investment Advisors
Illinois
$106K -$3.69K 2 0.05% Reduced
1965
FWM
Focused Wealth Management
New York
$105K -$2.42K 5 0.02% Reduced
1966
CWP
Concord Wealth Partners
Virginia
$103K -$14.9K 4 0.02% Reduced
1967
CWM
Chemistry Wealth Management
New York
$103K -$200K 1 0.03% Reduced
1968
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$102K -$6.05K 1 0.08% Reduced
1969
SL
Salomon & Ludwin
Virginia
$101K $0 4 0.01% Maintained
1970
EWM
Evermay Wealth Management
Virginia
$100K +$238 1 0.02% Increased
1971
ZB
Zions Bancorporation
Utah
$99.9K -$32.7K 5 0.01% Reduced
1972
FWP
Firethorn Wealth Partners
Georgia
$99.7K +$31K 1 0.07% Increased
1973
Caption Management
Caption Management
Oklahoma
$97.1K -$2.37M 1 0% Reduced
1974
DSC
Duncker Streett & Co
Missouri
$96.7K $0 1 0.02% Maintained
1975
WPA
West Paces Advisors
Georgia
$96.6K -$129 5 0.03% Reduced