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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
IF
Ironwood Financial
Arizona
$6K -$2.04K 2 0% Reduced
2002
MSFS
Main Street Financial Solutions
Pennsylvania
$6K +$4.13K 1 0% New
2003
NL
NVWM LLC
Pennsylvania
$6K $0 1 0% Maintained
2004
TVWM
Tower View Wealth Management
Wisconsin
$6K $0 1 0% Maintained
2005
CAL
Capital Advisors Ltd
Ohio
$5K $0 1 0% Maintained
2006
KCM
Kathmere Capital Management
Pennsylvania
$5K +$4.92K 1 0% New
2007
RAM
Riggs Asset Management
Pennsylvania
$5K +$4.12K 1 0% New
2008
TCM
TD Capital Management
Tennessee
$5K $0 2 0% Maintained
2009
APC
Aspire Private Capital
North Carolina
$4K +$869 4 0% Increased
2010
FA
Financial Avengers
California
$4K +$3.84K 1 0% New
2011
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$4K $0 1 0% Maintained
2012
LWA
Lowe Wealth Advisors
Maryland
$4K $0 1 0% Maintained
2013
TCWA
Ten Capital Wealth Advisors
Washington
$4K +$4.18K 1 0% New
2014
FP
Fiduciary Planning
Florida
$3K -$2.68K 1 0% Reduced
2015
MWC
MBM Wealth Consultants
Missouri
$3K $0 1 0% Maintained
2016
TJHA
Thomas J. Herzfeld Advisors
Florida
$3K $0 1 0% Maintained
2017
ADL
Asset Dedication LLC
California
$2K -$11.1K 1 0% Reduced
2018
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$2K -$51.5K 1 0% Reduced
2019
BCA
Bray Capital Advisors
Florida
$2K $0 1 0% Maintained
2020
DAC
Dividend Assets Capital
South Carolina
$2K +$1.38K 1 0% New
2021
FFC
First Financial Corp
Indiana
$2K -$11K 1 0% Reduced
2022
FNBOSM
First National Bank of South Miami
Florida
$2K -$8.85K 1 0% Reduced
2023
HFS
Horizon Financial Services
North Carolina
$2K -$1.97K 1 0% Reduced
2024
LAS
Lloyd Advisory Services
Georgia
$2K -$590 1 0% Reduced
2025
MFT
Moisand Fitzgerald Tamayo
Florida
$2K +$1.94K 2 0% Increased