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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
DWMG
DB Wealth Management Group
California
$35K -$3.16K 1 0.02% Reduced
2002
Mather Group
Mather Group
Illinois
$35K $0 1 0% Maintained
2003
PIA
Perennial Investment Advisors
California
$34K +$36K 1 0.01% New
2004
SFA
Semmax Financial Advisors
North Carolina
$34K +$22.4K 1 0.01% Increased
2005
SOAMC
Spirit of America Management Corp
New York
$34K $0 1 0.01% Maintained
2006
CA
Crewe Advisors
Utah
$33K $0 1 0.01% Maintained
2007
M
MOTCO
Texas
$33K -$13.8K 2 0% Reduced
2008
CMO
Covenant Multifamily Offices
Texas
$32K $0 1 0.01% Maintained
2009
CCM
Cribstone Capital Management
Maine
$32K $0 1 0.02% Maintained
2010
GAM
Gemmer Asset Management
California
$31K -$8.38K 6 0.01% Reduced
2011
MAM
McCarthy Asset Management
California
$30K +$24 3 0.02% Increased
2012
WCM
Wealthcare Capital Management
Virginia
$30K +$26.1K 4 0% New
2013
HWM
HighMark Wealth Management
Minnesota
$29K +$698 2 0.02% Increased
2014
BAMG
Brand Asset Management Group
Missouri
$28K $0 1 0.01% Maintained
2015
IWP
IAG Wealth Partners
Wisconsin
$26K $0 2 0.01% Maintained
2016
QC
QCM Cayman
Texas
$26K -$526K 1 0.08% Reduced
2017
RIA
RPG Investment Advisory
California
$26K $0 3 0% Maintained
2018
TF
TimeScale Financial
Massachusetts
$26K $0 2 0.01% Maintained
2019
MWM
Mascoma Wealth Management
New Hampshire
$25K +$25.1K 3 0.01% New
2020
VCM
Versant Capital Management
Arizona
$24K +$1.05K 3 0.01% Increased
2021
ADL
Asset Dedication LLC
California
$23K +$21.2K 2 0.01% Increased
2022
CMA
Cedar Mountain Advisors
Oregon
$23K -$1K 1 0.01% Reduced
2023
ED
Exane Derivatives
France
$22.6K -$289K 4 0.01% Reduced
2024
ATC
Adirondack Trust Company
New York
$22K $0 1 0.01% Maintained
2025
GSAM
Grant Street Asset Management
Pennsylvania
$21K +$4.42K 1 0.01% Increased