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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
CAL
Capital Advisors Ltd
Ohio
$40K +$11K 6 0.01% Increased
2002
GWM
GDS Wealth Management
Texas
$39K $0 1 0.01% Maintained
2003
KFS
Kelly Financial Services
Massachusetts
$38.1K $0 3 0.02% Maintained
2004
Mather Group
Mather Group
Illinois
$38K +$38.1K 1 0% New
2005
SIC
SJS Investment Consulting
Ohio
$38K +$47.1K 8 0.01% New
2006
WFA
West Financial Advisors
Iowa
$38K $0 1 0.01% Maintained
2007
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$37K +$7.41K 1 0.03% Increased
2008
DCM
Dimension Capital Management
Florida
$36K $0 1 0.01% Maintained
2009
ACP
Arcus Capital Partners
Georgia
$35K $0 1 0.01% Maintained
2010
PP
Pacifica Partners
Canada
$35K $0 3 0.03% Maintained
2011
WWM
Wolff Wiese Magana
California
$35K -$1.14K 4 0.03% Reduced
2012
AP
Arlington Partners
Alabama
$34K -$33K 2 0.01% Reduced
2013
CMP
Coston McIsaac & Partners
Maine
$34K -$369 4 0.02% Reduced
2014
OAJ
Ogorek Anthony Joseph
New York
$34K $0 2 0.02% Maintained
2015
PP
PDS Planning
Ohio
$34K -$771 1 0.01% Reduced
2016
AWM
Alterna Wealth Management
Texas
$33K +$421 1 0.04% Increased
2017
DWMG
DB Wealth Management Group
California
$33K $0 1 0.02% Maintained
2018
PO
Private Ocean
California
$33K -$244 1 0.01% Reduced
2019
DCM
DGS Capital Management
New Jersey
$32.5K +$32.6K 1 0.02% New
2020
BC
Burleson & Co
California
$32K $0 4 0.01% Maintained
2021
CCA
Column Capital Advisors
Indiana
$32K $0 4 0.01% Maintained
2022
CFFP
Center for Financial Planning
Michigan
$31K $0 1 0.01% Maintained
2023
GLA
Good Life Advisors
Pennsylvania
$31K $0 1 0% Maintained
2024
HWM
HighMark Wealth Management
Minnesota
$31K -$1.86K 2 0.03% Reduced
2025
IAS
IMA Advisory Services
Colorado
$31K -$3.9K 2 0.01% Reduced