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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	HGERS Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$62K	+$24K	6	0.02%	Increased
2002	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$61.9K	-$26K	1	0.05%	Reduced
2003	RW Regimen Wealth Atlanta, Georgia	$59.7K	+$55.4K	1	0.03%	New
2004	AT Avalon Trust Santa Fe, New Mexico	$59.5K	+$57.4K	2	0.01%	New
2005	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$59.5K	-$199K	1	0%	Reduced
2006	SCM Silvant Capital Management Atlanta, Georgia	$59.4K	$0	1	0%	Maintained
2007	TCI Wealth Advisors Tucson, Arizona	$59.3K	-$37.6K	9	0.01%	Reduced
2008	CP Castleview Partners Dallas, Texas	$59.2K	+$12.3K	3	0.05%	Increased
2009	ONST Old North State Trust Greensboro, North Carolina	$59K	+$35.5K	3	0.04%	Increased
2010	Livforsakringsbolaget Skandia Stockholm, Sweden	$58.5K	$0	3	0.01%	Maintained
2011	PP PFS Partners Mine Hill, New Jersey	$57.1K	$0	2	0.06%	Maintained
2012	OCM Osterweis Capital Management San Francisco, California	$56.5K	-$16.4K	1	0%	Reduced
2013	HWA HHM Wealth Advisors Chattanooga, Tennessee	$56.3K	+$7.12K	4	0.01%	Increased
2014	AGC Aspen Grove Capital Avon, Colorado	$56K	$0	1	0.02%	Maintained
2015	SFG Steward Financial Group Colleyville, Texas	$55K	-$8.29K	6	0.02%	Reduced
2016	BAM Bellevue Asset Management Bellevue, Washington	$54.2K	-$571	2	0.04%	Reduced
2017	DP Denver PWM Denver, Colorado	$53.6K	+$7.18K	1	0.02%	Increased
2018	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$53K	-$121	2	0.05%	Reduced
2019	CBT CoreFirst Bank & Trust Topeka, Kansas	$52.9K	$0	1	0.04%	Maintained
2020	PAG Paladin Advisory Group Clive, Iowa	$50.7K	+$50K	2	0.04%	New
2021	MCM MV Capital Management Bethesda, Maryland	$49.5K	-$5.13K	3	0.01%	Reduced
2022	SC Schubert & Co Mckinney, Texas	$49K	+$1.33K	10	0.04%	Increased
2023	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$48.7K	+$223	1	0.02%	Increased
2024	CCA Column Capital Advisors Indianapolis, Indiana	$48.3K	+$10.6K	5	0.01%	Increased
2025	M MOTCO San Antonio, Texas	$48.1K	-$1.06K	2	0%	Reduced