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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
AWM
Austin Wealth Management
Texas
$96K +$96.3K 1 0.03% New
1977
AFG
Albion Financial Group
Utah
$94K +$591 3 0.01% Increased
1978
S
Sachetta
Massachusetts
$93K +$92.4K 5 0.04% New
1979
JSAM
J. Safra Asset Management
New York
$92.8K +$5.95K 1 0.01% Increased
1980
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$92.2K +$31.2K 3 0.01% Increased
1981
EBA
Eagle Bay Advisors
New York
$92K -$79K 4 0.06% Reduced
1982
TCA
Trifecta Capital Advisors
Illinois
$90.1K -$66.6K 3 0.02% Reduced
1983
IFWM
Institute for Wealth Management
Colorado
$89.9K $0 1 0.01% Maintained
1984
ATC
Advantage Trust Company
Kansas
$89.8K +$89.4K 3 0.07% New
1985
AA
Addison Advisors
Vermont
$88.4K +$18.3K 5 0.03% Increased
1986
TIM
Tortoise Investment Management
New York
$88.2K -$3.78K 3 0.01% Reduced
1987
PP
Pacifica Partners
Canada
$88.1K +$19.8K 4 0.04% Increased
1988
LIWM
Long Island Wealth Management
New York
$88K +$80.5K 1 0.06% New
1989
WMA
Wealth Management Associates
New Jersey
$85.7K $0 1 0.05% Maintained
1990
CHA
Carmichael Hill & Associates
Maryland
$83.4K $0 2 0.03% Maintained
1991
CWA
Clearview Wealth Advisors
Oregon
$82.5K $0 1 0.1% Maintained
1992
QL
Quarry LP
New York
$82.4K +$59K 2 0.01% Increased
1993
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$81K -$107K 3 0.02% Reduced
1994
TCM
Tradewinds Capital Management
Washington
$80.7K -$154 2 0.03% Reduced
1995
GPI
General Partner Inc
Pennsylvania
$80.3K $0 1 0.07% Maintained
1996
SVCP
Silicon Valley Capital Partners
California
$79.6K +$593 3 0.01% Increased
1997
CT
Clearstead Trust
Maine
$77.4K -$14.3K 2 0.02% Reduced
1998
HWP
Highline Wealth Partners
California
$77.3K +$62.2K 2 0.04% Increased
1999
CAL
Capital Advisors Ltd
Ohio
$77K +$3.52K 5 0.01% Increased
2000
PWA
Provenance Wealth Advisors
Florida
$76.9K +$2.62K 2 0.01% Increased