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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
Riverbridge Partners
Riverbridge Partners
Minnesota
$50.9K $0 1 0% Maintained
2002
JIR
James Investment Research
Ohio
$50.8K $0 1 0.01% Maintained
2003
SFO
Standard Family Office
South Dakota
$50.7K $0 1 0.07% Maintained
2004
FFA
Frazier Financial Advisors
Ohio
$49.8K -$1.74K 4 0.04% Reduced
2005
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$49.1K -$6.78K 1 0.02% Reduced
2006
CPG
Cornerstone Planning Group
New Jersey
$49K +$34.3K 5 0.01% Increased
2007
BWM
Bullock Wealth Management
Indiana
$48.4K -$12K 2 0.03% Reduced
2008
ADL
Asset Dedication LLC
California
$48.1K +$17.6K 5 0% Increased
2009
ME
McIlrath & Eck
Washington
$45.8K $0 2 0.01% Maintained
2010
OCM
Orion Capital Management
California
$45.4K -$13.8K 2 0.02% Reduced
2011
CP
Castleview Partners
Texas
$44K -$23.8K 3 0.03% Reduced
2012
DFA
DHJJ Financial Advisors
Illinois
$43.6K $0 3 0.02% Maintained
2013
ITIM
Indiana Trust & Investment Management
Indiana
$43.5K $0 3 0.02% Maintained
2014
BFPW
BOK Financial Private Wealth
Colorado
$43.2K +$43.2K 1 0% New
2015
LWM
Liberty Wealth Management
California
$42K +$41.9K 1 0.01% New
2016
LSIA
LaSalle St. Investment Advisors
Illinois
$41K +$45.5K 1 0.02% New
2017
OFS
OneAscent Financial Services
Alabama
$41K -$1.27K 1 0.01% Reduced
2018
SJIM
St. Johns Investment Management
Florida
$39.8K $0 3 0.02% Maintained
2019
CA
Crewe Advisors
Utah
$39.7K -$15.4K 2 0% Reduced
2020
G
Gainplan
Michigan
$39.6K -$180K 1 0.02% Reduced
2021
FRA
Front Row Advisors
California
$39.6K -$123 3 0.01% Reduced
2022
CYG
Clean Yield Group
Vermont
$39.5K -$12.9K 3 0.01% Reduced
2023
CFFP
Center for Financial Planning
Michigan
$39.3K -$2.05K 2 0.01% Reduced
2024
DLP
De Lisle Partners
United Kingdom
$39.3K +$42.9K 1 0.01% New
2025
GW&K Investment Management
GW&K Investment Management
Massachusetts
$39K +$2.6K 5 0% Increased