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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
TF
TimeScale Financial
Massachusetts
$13K $0 2 0% Maintained
1977
UAS
United Asset Strategies
New York
$13K $0 1 0% Maintained
1978
MG
MilWealth Group
Wisconsin
$12.2K +$12.7K 1 0% New
1979
AWM
Activest Wealth Management
Florida
$12K -$2.63K 4 0.01% Reduced
1980
AWM
AllSquare Wealth Management
New York
$12K -$6K 1 0.01% Reduced
1981
SWM
Sugarloaf Wealth Management
Georgia
$12K -$8K 3 0% Reduced
1982
WAS
Winch Advisory Services
Wisconsin
$12K +$11.3K 2 0% Increased
1983
DI
Disciplined Investments
Oklahoma
$11K $0 2 0.01% Maintained
1984
PIA
Perennial Investment Advisors
California
$11K -$11.7K 1 0% Reduced
1985
RA
Resolute Advisors
California
$11K +$1.96K 2 0% Increased
1986
TCM
TD Capital Management
Tennessee
$11K $0 3 0% Maintained
1987
TI
Truehand Inc
New Hampshire
$11K $0 1 0.01% Maintained
1988
VWM
Vigilare Wealth Management
Arizona
$11K +$12.1K 1 0.01% New
1989
1IA
1834 Investment Advisors
Wisconsin
$10K $0 1 0% Maintained
1990
BCA
Biltmore Capital Advisors
New Jersey
$10K $0 1 0% Maintained
1991
CA
Centerpoint Advisors
Massachusetts
$10K $0 2 0% Maintained
1992
DTIM
Danda Trouve Investment Management
Kansas
$10K $0 1 0.01% Maintained
1993
LPWM
Lake Point Wealth Management
Texas
$10K -$21.1K 3 0% Reduced
1994
PPW
Pasadena Private Wealth
California
$10K $0 1 0% Maintained
1995
RG
Retirement Group
California
$10K $0 3 0% Maintained
1996
MWP
Meridian Wealth Partners
Pennsylvania
$9K +$1.56K 1 0% Increased
1997
SA
SRH Advisors
Kansas
$9K $0 3 0.01% Maintained
1998
AIM
Arcadia Investment Management
Michigan
$8K $0 1 0% Maintained
1999
APC
Aspire Private Capital
North Carolina
$8K $0 3 0% Maintained
2000
BA
Ballew Advisors
Mississippi
$8K $0 1 0.01% Maintained