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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
SC
Seldon Capital
California
$102K $0 2 0.06% Maintained
1977
NWM
Nauset Wealth Management
Connecticut
$101K +$101K 2 0.08% New
1978
PP
PFS Partners
New Jersey
$99.2K +$6.26K 2 0.09% Increased
1979
ACP
Arcus Capital Partners
Georgia
$99K +$14.3K 1 0.04% Increased
1980
SN
Sittner & Nelson
Oregon
$99K +$5.81K 3 0.06% Increased
1981
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$99K +$8.07K 9 0.01% Increased
1982
WAM
Worth Asset Management
Texas
$98K +$92.4K 1 0.06% New
1983
AWM
Alterna Wealth Management
Texas
$93K -$78.7K 1 0.08% Reduced
1984
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$93K +$78.5K 3 0.06% New
1985
RWM
Raffa Wealth Management
District of Columbia
$93K -$11.6K 9 0.03% Reduced
1986
DP
Denver PWM
Colorado
$92K -$7.88K 1 0.04% Reduced
1987
DSC
Duncker Streett & Co
Missouri
$92K $0 1 0.02% Maintained
1988
ME
McIlrath & Eck
Washington
$92K +$5.44K 4 0.03% Increased
1989
OCM
Orion Capital Management
California
$91K +$9.99K 2 0.05% Increased
1990
Larson Financial Group
Larson Financial Group
Missouri
$90K +$501 6 0.01% Increased
1991
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$90K $0 1 0% Maintained
1992
BHWM
Beaird Harris Wealth Management
Texas
$89K -$92.7K 3 0.03% Reduced
1993
NO
Ninety One
South Africa
$87K +$36.3K 1 0.02% Increased
1994
CFG
CKW Financial Group
Hawaii
$86K +$15.1K 1 0.01% Increased
1995
CBT
CoreFirst Bank & Trust
Kansas
$86K -$35.5K 2 0.06% Reduced
1996
GLA
Good Life Advisors
Pennsylvania
$86K -$1.57K 1 0.01% Reduced
1997
SIC
SJS Investment Consulting
Ohio
$86K -$12K 3 0.03% Reduced
1998
Country Trust Bank
Country Trust Bank
Illinois
$84K $0 1 0% Maintained
1999
UCB
United Community Bank
South Carolina
$82.5K $0 1 0.08% Maintained
2000
JWM
Janiczek Wealth Management
Colorado
$82K -$13.7K 7 0.02% Reduced