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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
IAS
IMA Advisory Services
Colorado
$40K $0 2 0.01% Maintained
2002
NC
NewSquare Capital
Pennsylvania
$39K +$28.8K 1 0% Increased
2003
HFS
Horizon Financial Services
North Carolina
$38K +$35.3K 2 0.03% Increased
2004
DWMG
DB Wealth Management Group
California
$37K $0 1 0.02% Maintained
2005
PMAS
PNC Managed Account Solutions
Texas
$37K +$38.1K 1 0.01% New
2006
AP
Arlington Partners
Alabama
$36K $0 1 0.01% Maintained
2007
MAM
McCarthy Asset Management
California
$35K $0 2 0.02% Maintained
2008
PFA
Professional Financial Advisors
Nebraska
$35K +$34K 2 0.02% New
2009
KI
Kapitalo Investimentos
Brazil
$34.4K +$32.5K 1 0.02% New
2010
CA
Crewe Advisors
Utah
$34K +$351 2 0.01% Increased
2011
CWA Asset Management Group
CWA Asset Management Group
Florida
$34K -$279K 1 0% Reduced
2012
CCM
Cribstone Capital Management
Maine
$33K $0 1 0.02% Maintained
2013
FSCM
Front Street Capital Management
Montana
$33K $0 1 0.01% Maintained
2014
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$33K +$33.3K 1 0% New
2015
CFFP
Center for Financial Planning
Michigan
$32K +$23.5K 1 0.01% Increased
2016
FMP
Financial Management Professionals
Texas
$32K +$9.56K 4 0.01% Increased
2017
HWM
HighMark Wealth Management
Minnesota
$32K -$1.46K 2 0.02% Reduced
2018
EWM
Evermay Wealth Management
Virginia
$31K +$30.8K 3 0.01% New
2019
PGWM
Parisi Gray Wealth Management
New Jersey
$30K +$28.7K 2 0.01% New
2020
PIA
Perennial Investment Advisors
California
$29K +$457 1 0.01% Increased
2021
SFA
Semmax Financial Advisors
North Carolina
$29K $0 1 0.01% Maintained
2022
ATC
Adirondack Trust Company
New York
$28K +$1.97K 3 0.01% Increased
2023
AP
Atwood & Palmer
Missouri
$28K -$13K 2 0% Reduced
2024
ETI
Enterprise Trust & Investment
California
$27K -$18K 1 0.01% Reduced
2025
HDIM
Hanson & Doremus Investment Management
Vermont
$27K -$9.86K 3 0.01% Reduced