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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
1976
FEG
Financial Enhancement Group
Indiana
$16K -$4.22K 2 0% Reduced
1977
GSAM
Grant Street Asset Management
Pennsylvania
$16K +$14.9K 1 0.01% New
1978
MCM
Manchester Capital Management
Vermont
$15K -$154 2 0% Reduced
1979
PO
Private Ocean
California
$15K -$24K 1 0% Reduced
1980
SL
Savior LLC
Massachusetts
$15K +$1.46K 4 0.01% Increased
1981
EA
Elm Advisors
California
$14K +$12.7K 1 0.01% New
1982
RG
Retirement Group
California
$14K -$14K 4 0.01% Reduced
1983
TI
Truehand Inc
New Hampshire
$14K $0 1 0.01% Maintained
1984
WA
Wealth Advisors
California
$14K +$12.8K 1 0.01% New
1985
HS
Horan Securities
United States
$12K +$8.35K 2 0.01% Increased
1986
IA
Inspire Advisors
Idaho
$12K +$10.4K 1 0% New
1987
FSCM
Front Street Capital Management
Montana
$11K +$8.26K 1 0% New
1988
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$9K $0 1 0.01% Maintained
1989
CWA
Carolina Wealth Advisors
South Carolina
$9K $0 1 0.01% Maintained
1990
IWA
Intercontinental Wealth Advisors
Texas
$9K +$6.89K 1 0% New
1991
SA
SRH Advisors
Kansas
$9K $0 2 0.01% Maintained
1992
APWA
Atlas Private Wealth Advisors
New Jersey
$8K +$983 4 0.01% Increased
1993
CFFP
Center for Financial Planning
Michigan
$8K $0 1 0% Maintained
1994
DI
Disciplined Investments
Oklahoma
$8K -$2K 2 0.01% Reduced
1995
DTIM
Danda Trouve Investment Management
Kansas
$7K +$6.33K 1 0.01% New
1996
SFA
Semmax Financial Advisors
North Carolina
$7K +$5.9K 1 0% New
1997
SWM
Sugarloaf Wealth Management
Georgia
$7K $0 2 0% Maintained
1998
APW
Acima Private Wealth
Virginia
$6K -$22K 1 0% Reduced
1999
AWM
AllSquare Wealth Management
New York
$6K -$6K 1 0% Reduced
2000
EWA
Evolution Wealth Advisors
Florida
$6K -$10K 2 0% Reduced