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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
EAM
Eukles Asset Management
Ohio
$85.5K -$8.88K 2 0.04% Reduced
1952
GPI
General Partner Inc
Pennsylvania
$85.4K $0 1 0.05% Maintained
1953
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$85.3K +$96.7K 1 0.01% New
1954
WPA
West Paces Advisors
Georgia
$85.1K -$605 3 0.02% Reduced
1955
OR
Olympiad Research
Connecticut
$85K +$49.8K 2 0.06% Increased
1956
SCP
Sivia Capital Partners
California
$83.8K +$93K 1 0.06% New
1957
EC
Estate Counselors
Wisconsin
$83K +$96K 1 0.01% New
1958
MFS
Madrona Financial Services
Washington
$83K $0 1 0.03% Maintained
1959
IGWM
ICA Group Wealth Management
Colorado
$83K -$74.1K 4 0.05% Reduced
1960
BIA
Bell Investment Advisors
California
$82.3K +$20.4K 9 0.02% Increased
1961
PAS
Point72 Asia (Singapore)
Singapore
$81.8K -$30.4K 2 0.02% Reduced
1962
ML
McAdam LLC
Pennsylvania
$80.3K +$230 1 0% Increased
1963
T
TOBAM
France
$80K -$482K 1 0.01% Reduced
1964
SVCP
Silicon Valley Capital Partners
California
$79K +$511 3 0.01% Increased
1965
TCM
Traynor Capital Management
Pennsylvania
$78.7K -$1.6K 2 0.01% Reduced
1966
TCA
Trifecta Capital Advisors
Illinois
$78.3K $0 3 0.02% Maintained
1967
CWM
Chemistry Wealth Management
New York
$75.1K $0 1 0.02% Maintained
1968
WIA
Wetzel Investment Advisors
Indiana
$73.6K -$11.4K 2 0.04% Reduced
1969
CWC
Carolinas Wealth Consulting
North Carolina
$68.6K +$3.6K 5 0.01% Increased
1970
CSC
Caldwell Sutter Capital
California
$67.9K -$868 6 0.03% Reduced
1971
WOSD
WFA of San Diego
California
$67.5K +$76.8K 1 0.06% New
1972
IFWM
Institute for Wealth Management
Colorado
$66.7K $0 1 0.01% Maintained
1973
VCP
Verus Capital Partners
Arizona
$66K -$149K 1 0.01% Reduced
1974
GAG
Goodman Advisory Group
Massachusetts
$65.5K -$5.23M 1 0.02% Reduced
1975
SC
Solstein Capital
California
$65.3K $0 1 0.04% Maintained