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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
APP
Alpha Paradigm Partners
Illinois
$81K -$908K 1 0.03% Reduced
2002
JAM
JCIC Asset Management
Ontario, Canada
$81K $0 1 0.03% Maintained
2003
SLWA
San Luis Wealth Advisors
California
$81K +$74K 3 0.04% New
2004
CYG
Clean Yield Group
Vermont
$79K $0 4 0.03% Maintained
2005
UFF
USA Financial Formulas
Michigan
$79K +$74.7K 1 0.08% New
2006
MA
MYDA Advisors
New York
$78K +$62.6K 1 0.03% New
2007
TBWA
Three Bridge Wealth Advisors
California
$78K +$62.6K 1 0.02% New
2008
EIP
Ellis Investment Partners
Pennsylvania
$77K +$231 2 0.02% Increased
2009
PCM
Pennsylvania Capital Management
Pennsylvania
$77K $0 1 0.03% Maintained
2010
RBC
Roble Belko & Company
Pennsylvania
$77K +$14.1K 3 0.01% Increased
2011
TFM
TFC Financial Management
Massachusetts
$77K $0 2 0.02% Maintained
2012
TAM
Tucker Asset Management
Colorado
$76K -$601 2 0.02% Reduced
2013
JIR
James Investment Research
Ohio
$72K +$462 2 0.01% Increased
2014
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$70K -$64.3K 1 0.05% Reduced
2015
HNWAG
High Net Worth Advisory Group
Florida
$68K $0 2 0.02% Maintained
2016
BAM
Bellevue Asset Management
Washington
$65K $0 2 0.04% Maintained
2017
MWA
Moser Wealth Advisors
Washington
$65K $0 1 0.04% Maintained
2018
ED
Exane Derivatives
France
$63K +$19.2K 5 0.02% Increased
2019
Altshuler Shaham
Altshuler Shaham
Israel
$63K +$63.5K 1 0% New
2020
HDIM
Hanson & Doremus Investment Management
Vermont
$62K +$17.2K 2 0.01% Increased
2021
KC
Kingfisher Capital
North Carolina
$62K +$49K 1 0.02% New
2022
BC
Burleson & Co
California
$61K +$55.5K 4 0.01% Increased
2023
GAM
Gemmer Asset Management
California
$61K +$16.1K 8 0.01% Increased
2024
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$61K -$3.38K 2 0% Reduced
2025
SCM
Silvant Capital Management
Georgia
$61K $0 1 0.01% Maintained