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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
TFM
TFC Financial Management
Massachusetts
$11.7K -$1K 1 0% Reduced
1977
JSAM
J. Safra Asset Management
New York
$11.2K -$12.2K 1 0% Reduced
1978
EWM
Evermay Wealth Management
Virginia
$11K $0 2 0% Maintained
1979
RBC
Roble Belko & Company
Pennsylvania
$11K $0 1 0% Maintained
1980
CAWM
Capital A Wealth Management
Pennsylvania
$10.9K -$516 2 0.01% Reduced
1981
AWM
Atticus Wealth Management
Florida
$10.9K -$8.43K 1 0% Reduced
1982
GWMI
Guardian Wealth Management (Illinois)
Illinois
$10.4K $0 1 0.01% Maintained
1983
FGA
Fortis Group Advisors
New Jersey
$10.4K +$9.57K 2 0% Increased
1984
HCM
Hollencrest Capital Management
California
$10.3K -$23.3K 3 0% Reduced
1985
RWPA
Richard W. Paul & Associates
Michigan
$10.3K +$113 1 0% Increased
1986
MAS
MPWM Advisory Solutions
Georgia
$10.2K $0 3 0.01% Maintained
1987
PWA
Physician Wealth Advisors
Utah
$10.1K -$8.51K 8 0% Reduced
1988
NA
Nordwand Advisors
Pennsylvania
$9.96K $0 1 0% Maintained
1989
DCM
Dudley Capital Management
Virginia
$9.86K -$6.23K 1 0.01% Reduced
1990
FWM
Finer Wealth Management
Massachusetts
$9.63K -$564 1 0.01% Reduced
1991
NFSG
Newbridge Financial Services Group
Florida
$9.56K $0 4 0% Maintained
1992
EWP
Elevation Wealth Partners
California
$9.55K $0 2 0% Maintained
1993
AWM
Activest Wealth Management
Florida
$9.55K -$6.67K 6 0% Reduced
1994
Brighton Jones LLC
Brighton Jones LLC
Washington
$9.47K -$423K 1 0% Reduced
1995
FCMT
Founders Capital Management (Texas)
Texas
$9.25K $0 1 0.01% Maintained
1996
SHIM
Stone House Investment Management
Pennsylvania
$9.01K +$9.72K 1 0% New
1997
HI
Hoey Investments
Pennsylvania
$8.96K +$3.48K 2 0% Increased
1998
RDFA
Ritter Daniher Financial Advisory
Ohio
$8.7K +$6.74K 2 0% Increased
1999
IA
IFS Advisors
Kansas
$8.62K +$4.61K 2 0.01% Increased
2000
CFFP
Center for Financial Planning
Michigan
$8.26K $0 1 0% Maintained