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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
DCBT
Dakota Community Bank & Trust
North Dakota
$100K +$96K 1 0.59% New
1977
EWM
Evermay Wealth Management
Virginia
$99.4K $0 1 0.02% Maintained
1978
GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$98.8K $0 1 0.09% Maintained
1979
RFA
Register Financial Advisors
Georgia
$97.7K -$15.4K 1 0.07% Reduced
1980
CHA
Carmichael Hill & Associates
Maryland
$97.6K $0 2 0.04% Maintained
1981
ECM
EMC Capital Management
Texas
$97K -$63K 1 0.08% Reduced
1982
NC
NovaPoint Capital
Georgia
$95.5K $0 1 0.04% Maintained
1983
BWM
BerganKDV Wealth Management
Minnesota
$95.1K -$24.6K 3 0.01% Reduced
1984
WWP
WR Wealth Planners
Missouri
$93.8K -$2.14K 7 0.04% Reduced
1985
CP
Castleview Partners
Texas
$93.6K +$36.2K 3 0.08% Increased
1986
WMS
Wealth Management Solutions
Pennsylvania
$93.3K $0 1 0.06% Maintained
1987
PAM
Paradigm Asset Management
New York
$91.7K -$1.15M 2 0.02% Reduced
1988
SC
Solstein Capital
California
$89.9K $0 1 0.07% Maintained
1989
EL
EMFO LLC
Florida
$89K $0 1 0.08% Maintained
1990
RWM
Raffa Wealth Management
District of Columbia
$87.5K $0 9 0.03% Maintained
1991
LIM
Lagoda Investment Management
New York
$85.1K -$38.4K 1 0.06% Reduced
1992
CYG
Clean Yield Group
Vermont
$84.6K $0 4 0.03% Maintained
1993
WAM
Worth Asset Management
Texas
$84.5K +$10.8K 2 0.06% Increased
1994
SN
Sittner & Nelson
Oregon
$84.5K +$3.87K 3 0.05% Increased
1995
SVCP
Silicon Valley Capital Partners
California
$83.7K +$10.6K 3 0.02% Increased
1996
GPI
General Partner Inc
Pennsylvania
$81.7K $0 1 0.07% Maintained
1997
VSQM
V-Square Quantitative Management
Illinois
$81.4K +$77.2K 2 0.06% New
1998
FCAG
First Capital Advisors Group
New Jersey
$80.5K +$78.6K 6 0.04% New
1999
Flow Traders U.S.
Flow Traders U.S.
New York
$80K -$127K 2 0% Reduced
2000
WRPWM
Werba Rubin Papier Wealth Management
California
$80K +$38.9K 1 0.03% Increased