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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
Gleason Group
Gleason Group
Kentucky
$201K +$727 3 0.04% Increased
1952
ICM
IMS Capital Management
Oregon
$201K +$187K 1 0.09% New
1953
NWAM LLC
NWAM LLC
Washington
$201K +$190K 1 0.02% New
1954
KIA
KLR Investment Advisors
Rhode Island
$200K -$19K 1 0.14% Reduced
1955
EAM
Eschler Asset Management
United Kingdom
$200K -$1.35M 1 0.13% Reduced
1956
Quintet Private Bank (Europe)
Quintet Private Bank (Europe)
Luxembourg
$199K +$176K 1 0.01% New
1957
MSG
Main Street Group
Virginia
$199K +$94.6K 7 0.09% Increased
1958
Quent Capital
Quent Capital
New York
$197K +$13.1K 6 0.02% Increased
1959
PWMA
Pension & Wealth Management Advisors
Massachusetts
$193K +$22.3K 3 0.13% Increased
1960
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$187K -$6.58K 1 0.01% Reduced
1961
JNBA Financial Advisors
JNBA Financial Advisors
Minnesota
$187K -$6.58K 4 0.02% Reduced
1962
PCM
Palouse Capital Management
Washington
$186K +$187K 1 0.12% New
1963
PHAM
Palisades Hudson Asset Management
Florida
$186K $0 1 0.08% Maintained
1964
SWA
SOA Wealth Advisors
New York
$185K -$17.2K 4 0.04% Reduced
1965
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$185K +$16.1K 3 0.03% Increased
1966
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$184K $0 1 0.01% Maintained
1967
NC
nVerses Capital
Florida
$183K +$200K 1 0.44% New
1968
AIC
Archer Investment Corporation
Indiana
$181K -$11.9K 4 0.05% Reduced
1969
Salomon & Ludwin
Salomon & Ludwin
Virginia
$176K +$72.7K 3 0.02% Increased
1970
CKW Financial Group
CKW Financial Group
Hawaii
$174K +$3.13K 2 0.02% Increased
1971
IGWM
ICA Group Wealth Management
Colorado
$171K -$4.61K 5 0.03% Reduced
1972
LJHT
Laurie J. Hall Trustee
$170K $0 2 0.06% Maintained
1973
Armstrong Advisory Group
Armstrong Advisory Group
Massachusetts
$170K $0 5 0.02% Maintained
1974
CSB
City State Bank
Iowa
$169K $0 4 0.07% Maintained
1975
RA
Ransom Advisory
Rhode Island
$167K +$158K 2 0.09% New