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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
GPFA
Game Plan Financial Advisors
Ohio
$1.68K $0 3 0% Maintained
1977
CWM
Cedar Wealth Management
California
$1.63K $0 1 0% Maintained
1978
YAL
Your Advocates Ltd
Texas
$1.63K $0 1 0% Maintained
1979
CWM
Copia Wealth Management
Oregon
$1.61K $0 1 0% Maintained
1980
PS
Pinney & Scofield
Massachusetts
$1.61K $0 1 0% Maintained
1981
MCA
Midwest Capital Advisors
Michigan
$1.61K $0 1 0% Maintained
1982
WestEnd Advisors
WestEnd Advisors
North Carolina
$1.43K -$32 3 0% Reduced
1983
GFL
Granite FO LLC
New Hampshire
$1.3K $0 1 0% Maintained
1984
RL
Rogco LP
Oklahoma
$1.14K $0 1 0% Maintained
1985
FIM
FWL Investment Management
Texas
$1.11K +$1.19K 1 0% New
1986
NWM
Navigoe Wealth Management
California
$1K $0 1 0% Maintained
1987
PWM
Parkworth Wealth Management
California
$939 +$345 5 0% Increased
1988
ACA
American Capital Advisory
Idaho
$869 +$781 2 0% Increased
1989
ECM
Estabrook Capital Management
New York
$807 +$868 1 0% New
1990
CAWM
Capital A Wealth Management
Pennsylvania
$725 -$10.2K 1 0.01% Reduced
1991
SNB
Security National Bank
Nebraska
$696 $0 1 0% Maintained
1992
PFA
Pillar Financial Advisors
Kentucky
$673 $0 1 0% Maintained
1993
EWM
Evolution Wealth Management
Florida
$618 +$604 1 0% New
1994
FS
Financially Speaking
Colorado
$552 +$584 1 0% New
1995
TIM
Total Investment Management
Arizona
$497 +$557 2 0% New
1996
PA
Pineridge Advisors
Missouri
$465 $0 2 0% Maintained
1997
RCM
Ravenstone Capital Management
$464 $0 1 0% Maintained
1998
CYG
Clean Yield Group
Vermont
$393 $0 2 0% Maintained
1999
DCP
Distillate Capital Partners
Illinois
$385 -$6.55K 1 0% Reduced
2000
BMC
Bear Mountain Capital
Washington
$384 $0 2 0% Maintained