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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
IMA Advisory Services
IMA Advisory Services
Colorado
$13.6K +$13.4K 1 0% New
1952
AF
Atala Financial
California
$13.5K $0 3 0.01% Maintained
1953
GDS Wealth Management
GDS Wealth Management
Texas
$13.4K +$2.22K 1 0% Increased
1954
AFS
Anderson Financial Strategies
Ohio
$13.4K +$12.2K 3 0.01% New
1955
SFS
Symphony Financial Services
Ohio
$13.4K $0 1 0.01% Maintained
1956
Fagan Associates
Fagan Associates
New York
$13.2K +$18.6K 1 0% New
1957
TLCM
Twin Lakes Capital Management
California
$13.1K $0 1 0.01% Maintained
1958
OSNBOA
Old Second National Bank of Aurora
Illinois
$13.1K -$9.7K 1 0% Reduced
1959
GK
Graney & King
New York
$12.8K $0 1 0.01% Maintained
1960
ACM
Anfield Capital Management
California
$12.5K $0 3 0% Maintained
1961
DF
Dunhill Financial
United Kingdom
$12.5K -$704 4 0.01% Reduced
1962
SIG North Trading
SIG North Trading
Pennsylvania
$12.5K +$5.09K 1 0% Increased
1963
KLWA
Kelly Lawrence W & Associates
California
$12.3K $0 1 0% Maintained
1964
ATC
Adirondack Trust Company
New York
$12.3K $0 1 0% Maintained
1965
FVIM
Fort Vancouver Investment Management
Washington
$12.2K +$11.5K 1 0.01% New
1966
NWMP
Noble Wealth Management PBC
Colorado
$12.1K $0 1 0.01% Maintained
1967
MWM
Mascoma Wealth Management
New Hampshire
$12K $0 2 0% Maintained
1968
AW
Avion Wealth
Texas
$12K +$368 5 0% Increased
1969
DWM
Dogwood Wealth Management
Kansas
$12K +$1.64K 2 0.01% Increased
1970
DI
DAGCO Inc
Ohio
$11.9K +$12.2K 1 0% New
1971
WBC
West Branch Capital
Massachusetts
$11.9K $0 1 0% Maintained
1972
GTAM
Global Trust Asset Management
Florida
$11.9K -$38K 2 0.01% Reduced
1973
Provida Pension Fund Administrator
Provida Pension Fund Administrator
Chile
$11.9K $0 1 0% Maintained
1974
PCFFS
Pacific Center for Financial Services
California
$11.8K $0 1 0% Maintained
1975
CWM
Crowley Wealth Management
Delaware
$11.8K -$11K 2 0.01% Reduced