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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
2001
SG
StoneX Group
New York
$0 -$339K 0 – Closed
2002
SP
Successful Portfolios
Florida
$0 -$218K 0 – Closed
2003
Summit Trail Advisors
Summit Trail Advisors
New York
$0 -$216K 0 – Closed
2004
SXL
Summit X LLC
Missouri
$0 -$880K 0 – Closed
2005
SIS
Susquehanna International Securities
Ireland
$0 -$5.18M 0 – Closed
2006
THWM
Taylor Hoffman Wealth Management
Virginia
$0 -$160K 0 – Closed
2007
TAM
Tealwood Asset Management
Minnesota
$0 -$1.72M 0 – Closed
2008
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$0 -$170K 0 – Closed
2009
TEE
Tibra Equities Europe
United Kingdom
$0 -$2.33M 0 – Closed
2010
Todd Asset Management
Todd Asset Management
Kentucky
$0 -$222K 0 – Closed
2011
TCWM
Total Clarity Wealth Management
Illinois
$0 -$350K 0 – Closed
2012
TVWM
Tower View Wealth Management
Wisconsin
$0 -$2.22M 0 – Closed
2013
TW
Transform Wealth
Colorado
$0 -$215K 0 – Closed
2014
Tredje AP-fonden
Tredje AP-fonden
Sweden
$0 -$4.62M 0 – Closed
2015
TLP
Trinity Legacy Partners
Texas
$0 -$550K 0 – Closed
2016
TPA
Trivium Point Advisory
Connecticut
$0 -$1.09M 0 – Closed
2017
Truepoint Inc
Truepoint Inc
Ohio
$0 -$304K 0 – Closed
2018
TCM
Tuttle Capital Management
Connecticut
$0 -$1.57M 0 – Closed
2019
VIP
Vantage Investment Partners
Missouri
$0 -$8.2M 0 – Closed
2020
VWM
Venturi Wealth Management
Texas
$0 -$370K 0 – Closed
2021
Verition Fund Management
Verition Fund Management
Connecticut
$0 -$12.7M 0 – Closed
2022
VIG
Vienna Insurance Group
Poland
$0 -$1.51M 0 – Closed
2023
VCM
Virtue Capital Management
Tennessee
$0 -$606K 0 – Closed
2024
VEA
Virtus ETF Advisers
New York
$0 -$20K 0 – Closed
2025
VWA
Visionary Wealth Advisors
Illinois
$0 -$247K 0 – Closed
78 79 80
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