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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
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$8K $0 1 0% Maintained
2002
MCM
MV Capital Management
Maryland
$8K -$1.55K 3 0% Reduced
2003
GSIS
Global Strategic Investment Solutions
Arizona
$7K $0 1 0% Maintained
2004
OFG
Oxford Financial Group
Indiana
$7K $0 1 0% Maintained
2005
SWM
Selective Wealth Management
Virginia
$7K $0 1 0% Maintained
2006
EWA
Evolution Wealth Advisors
Florida
$6K $0 2 0% Maintained
2007
OCM
Ovata Capital Management
Hong Kong
$6K +$7.13K 1 0% New
2008
PWA
Phoenix Wealth Advisors
North Carolina
$6K +$6.11K 1 0% New
2009
CPWM
Cypress Point Wealth Management
Texas
$5K $0 1 0% Maintained
2010
IWA
IBEX Wealth Advisors
New Jersey
$5K +$6.72K 1 0% New
2011
RAM
Riggs Asset Management
Pennsylvania
$5K $0 1 0% Maintained
2012
SSC
Syverson Strege & Co
Iowa
$5K +$4.65K 1 0% New
2013
APWA
Atlas Private Wealth Advisors
New Jersey
$4K -$4K 2 0% Reduced
2014
CAL
Capital Advisors Ltd
Ohio
$4K $0 1 0% Maintained
2015
PP
PrairieView Partners
Minnesota
$4K +$4.64K 2 0% New
2016
LAM
Lountzis Asset Management
Pennsylvania
$3.97K +$4.15K 1 0% New
2017
CWM
Cranbrook Wealth Management
Michigan
$3K $0 1 0% Maintained
2018
GPA
Guidance Point Advisors
Massachusetts
$3K +$3.49K 1 0% New
2019
LWA
Lowe Wealth Advisors
Maryland
$3K $0 1 0% Maintained
2020
MIM
Macroview Investment Management
Maryland
$3K $0 1 0% Maintained
2021
MWC
MBM Wealth Consultants
Missouri
$3K +$1.65K 2 0% Increased
2022
MFT
Moisand Fitzgerald Tamayo
Florida
$3K $0 2 0% Maintained
2023
TCWA
Ten Capital Wealth Advisors
Washington
$3K -$5K 1 0% Reduced
2024
TJHA
Thomas J. Herzfeld Advisors
Florida
$3K $0 1 0% Maintained
2025
RCM
Ravenstone Capital Management
$2.95K +$3.06K 1 0% New