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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
DAC
Dividend Assets Capital
South Carolina
$44K -$4.14K 1 0.01% Reduced
2002
FWM
Focused Wealth Management
New York
$44K +$190 4 0.01% Increased
2003
GWM
GDS Wealth Management
Texas
$44K +$66.3K 1 0.01% New
2004
HNWAG
High Net Worth Advisory Group
Florida
$44K -$24.3K 2 0.02% Reduced
2005
ODG
O'Dell Group
Ohio
$44K -$4.62K 3 0.02% Reduced
2006
AIP
Ahrens Investment Partners
Louisiana
$43K -$11K 4 0.02% Reduced
2007
HFS
Heritage Financial Services
Massachusetts
$43K +$49.5K 2 0.02% New
2008
CFO
CVA Family Office
Colorado
$41K -$10K 4 0.01% Reduced
2009
ACP
Arcus Capital Partners
Georgia
$40K $0 1 0.02% Maintained
2010
WFA
West Financial Advisors
Iowa
$39K -$7.04K 1 0.01% Reduced
2011
ED
Exane Derivatives
France
$38.5K -$25K 4 0.02% Reduced
2012
CMP
Coston McIsaac & Partners
Maine
$38K +$38.6K 4 0.02% New
2013
IAS
IMA Advisory Services
Colorado
$38K $0 2 0.01% Maintained
2014
AWM
Alterna Wealth Management
Texas
$37K $0 1 0.04% Maintained
2015
DWMG
DB Wealth Management Group
California
$37K $0 1 0.03% Maintained
2016
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$37K -$17.4K 3 0.02% Reduced
2017
PP
Pacifica Partners
Canada
$37K $0 3 0.03% Maintained
2018
KFS
Kelly Financial Services
Massachusetts
$36.8K -$47 3 0.02% Reduced
2019
FIA
FNY Investment Advisers
New York
$36K +$4.61K 4 0.03% Increased
2020
WWM
Wolff Wiese Magana
California
$36K +$14.7K 4 0.03% Increased
2021
CCA
Column Capital Advisors
Indiana
$35K -$22K 4 0.01% Reduced
2022
DA
Denali Advisors
California
$35K +$13.4K 1 0.02% Increased
2023
FMP
Financial Management Professionals
Texas
$35K -$7.19K 4 0.01% Reduced
2024
FWP
Firethorn Wealth Partners
Georgia
$35K +$1.91K 1 0.03% Increased
2025
GLA
Good Life Advisors
Pennsylvania
$35K $0 1 0% Maintained