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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
FFA
Fairfield Financial Advisors
Massachusetts
$57.1K $0 1 0.02% Maintained
2002
HB
Horizon Bancorp
Indiana
$57K -$764 2 0.03% Reduced
2003
MCM
MV Capital Management
Maryland
$56.8K -$2.15K 5 0.01% Reduced
2004
CJ
Caitlin John
Michigan
$56.6K -$29.3K 6 0.04% Reduced
2005
SFO
Standard Family Office
South Dakota
$56.4K $0 1 0.07% Maintained
2006
MCA
Maryland Capital Advisors
Maryland
$55.6K +$51.5K 1 0.03% New
2007
WMA
Wealth Management Associates
New Jersey
$55K $0 1 0.02% Maintained
2008
CWA
Clearview Wealth Advisors
Oregon
$54.2K $0 1 0.04% Maintained
2009
CWC
Carolinas Wealth Consulting
North Carolina
$53.2K -$17.6K 5 0.01% Reduced
2010
CA
Claris Advisors
Missouri
$53.1K +$49.4K 7 0.02% New
2011
Savvy Advisors Inc
Savvy Advisors Inc
New York
$52.8K +$48.5K 1 0.01% New
2012
DAM
Delta Asset Management
Tennessee
$52.5K -$6.17K 4 0% Reduced
2013
BWM
Bullock Wealth Management
Indiana
$51.4K -$4.23K 2 0.03% Reduced
2014
ME
McIlrath & Eck
Washington
$51K $0 2 0.01% Maintained
2015
ABWM
Alpine Bank Wealth Management
Colorado
$50.6K +$46.7K 2 0.01% New
2016
ACM
Accent Capital Management
Ohio
$49.6K -$16.1K 1 0.03% Reduced
2017
DCM
Dimension Capital Management
Florida
$46.8K +$11.9K 1 0.01% Increased
2018
AWM
Aprio Wealth Management
Georgia
$46.2K +$42.5K 1 0.01% New
2019
FWM
FSA Wealth Management
Massachusetts
$46.1K +$44.3K 2 0.02% New
2020
JSAM
J. Safra Asset Management
New York
$45.9K +$12.8K 2 0% Increased
2021
CBT
CoreFirst Bank & Trust
Kansas
$45.4K +$42.2K 2 0.03% New
2022
JIR
James Investment Research
Ohio
$45K $0 1 0.01% Maintained
2023
AWM
Abound Wealth Management
Tennessee
$44.8K +$6.13K 7 0.01% Increased
2024
CMAI
Capital Management Associates Inc
Minnesota
$44.7K +$45.7K 1 0.02% New
2025
ITIM
Indiana Trust & Investment Management
Indiana
$43.9K $0 3 0.02% Maintained