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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
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$98.3K +$5.52K 8 0.01% Increased
2002
AFG
Albion Financial Group
Utah
$98.3K +$351 3 0.01% Increased
2003
CHA
Carmichael Hill & Associates
Maryland
$96.1K -$17.1K 2 0.05% Reduced
2004
EWM
Endowment Wealth Management
Wisconsin
$95.3K +$9.8K 1 0.1% Increased
2005
EWM
Evermay Wealth Management
Virginia
$93.6K +$82.3K 1 0.02% Increased
2006
WMA
Wealth Management Associates
New Jersey
$92.7K +$3.5K 1 0.06% Increased
2007
PFA
Pathway Financial Advisers
Indiana
$92.7K +$96K 1 0.04% New
2008
CYG
Clean Yield Group
Vermont
$92.6K +$4.74K 5 0.04% Increased
2009
Wolverine Asset Management
Wolverine Asset Management
Illinois
$91.9K $0 1 0% Maintained
2010
SC
Seldon Capital
California
$91.6K $0 2 0.08% Maintained
2011
WPWM
Western Pacific Wealth Management
Illinois
$90.6K +$33.7K 1 0.08% Increased
2012
RWM
Raffa Wealth Management
District of Columbia
$88.4K -$2.87K 9 0.04% Reduced
2013
GWA
Gibson Wealth Advisors
Texas
$88K +$86.6K 1 0% Increased
2014
PP
Pacifica Partners
Canada
$85.5K +$50.8K 3 0.06% Increased
2015
GC
Globeflex Capital
California
$83.4K $0 1 0.01% Maintained
2016
SN
Sittner & Nelson
Oregon
$83.2K -$4.39K 2 0.05% Reduced
2017
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$82K +$87.4K 1 0.01% New
2018
FRA
Front Row Advisors
California
$79K -$1.56K 3 0.04% Reduced
2019
Fred Alger Management
Fred Alger Management
New York
$77.1K -$47.8K 1 0% Reduced
2020
GPI
General Partner Inc
Pennsylvania
$76.9K +$79.5K 1 0.07% New
2021
GMA
Glassy Mountain Advisors
Maryland
$76.6K +$75.4K 1 0.04% New
2022
CGA
Channing Global Advisors
Florida
$76.2K +$66.8K 1 0.09% New
2023
LS
Leelyn Smith
Illinois
$75.2K -$8.06K 2 0.02% Reduced
2024
OCM
Osterweis Capital Management
California
$74.3K $0 2 0.01% Maintained
2025
BIA
Bell Investment Advisors
California
$73.6K -$4.47K 9 0.02% Reduced