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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
TWP
TFO Wealth Partners
Ohio
$41.6K +$1.37K 2 0.01% Increased
2002
SJIM
St. Johns Investment Management
Florida
$41.4K $0 3 0.02% Maintained
2003
KFS
Kelly Financial Services
Massachusetts
$41.4K -$1.1K 3 0.02% Reduced
2004
EC
Estate Counselors
Wisconsin
$40.6K $0 1 0.01% Maintained
2005
Country Trust Bank
Country Trust Bank
Illinois
$40.5K $0 2 0% Maintained
2006
FFC
First Financial Corp
Indiana
$40.5K +$42K 1 0.02% New
2007
GLA
Good Life Advisors
Pennsylvania
$40.4K +$14.3K 1 0% Increased
2008
BG
Benedetti & Gucer
Georgia
$40.1K +$8.4K 1 0.02% Increased
2009
VCM
Versant Capital Management
Arizona
$39.3K -$67 8 0.01% Reduced
2010
SG
StoneX Group
New York
$39.3K +$38.8K 1 0% New
2011
OFS
OneAscent Financial Services
Alabama
$39K +$9.17K 1 0.01% Increased
2012
NCM
Northwest Capital Management
Oregon
$38.9K $0 2 0.02% Maintained
2013
BBP
Banco BTG Pactual
Brazil
$37.9K -$150K 1 0.01% Reduced
2014
CAM
Chesapeake Asset Management
New York
$37.5K $0 1 0.04% Maintained
2015
IPW
Impact Partnership Wealth
Georgia
$37.5K +$19.8K 4 0.01% Increased
2016
CMP
Coston McIsaac & Partners
Maine
$37K +$65 5 0.01% Increased
2017
DCM
Dimension Capital Management
Florida
$35.8K +$2.98K 1 0.01% Increased
2018
OAJ
Ogorek Anthony Joseph
New York
$35K -$5.22K 2 0.01% Reduced
2019
ICM
Intrepid Capital Management
Florida
$34.7K $0 2 0.02% Maintained
2020
AWM
Atticus Wealth Management
Florida
$34.4K $0 2 0.01% Maintained
2021
TFA
Tranquilli Financial Advisor
New Jersey
$34.3K +$6.98K 1 0.02% Increased
2022
CFFP
Center for Financial Planning
Michigan
$33.9K $0 1 0.01% Maintained
2023
SIC
SJS Investment Consulting
Ohio
$33.9K +$1.04K 7 0.01% Increased
2024
PO
Private Ocean
California
$33.7K $0 1 0% Maintained
2025
ECM
EMC Capital Management
Texas
$33K +$45.6K 1 0.02% Increased