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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
PC
Promus Capital
Illinois
$8.07K $0 1 0.01% Maintained
2002
HFS
Hughes Financial Services
Virginia
$8.05K +$7.93K 4 0% New
2003
RWS
Retirement Wealth Solutions
Wisconsin
$7.87K $0 1 0.01% Maintained
2004
IWP
IAG Wealth Partners
Wisconsin
$7.73K $0 2 0% Maintained
2005
DCP
Distillate Capital Partners
Illinois
$7.73K +$6.91K 1 0% Increased
2006
SB
Strategic Blueprint
Georgia
$7.71K -$331K 1 0% Reduced
2007
MSWM
Mowery & Schoenfeld Wealth Management
Illinois
$7.48K -$24.2K 2 0.01% Reduced
2008
VWM
Vermillion Wealth Management
Minnesota
$7.45K +$58 3 0% Increased
2009
TTIC
Tower Trust & Investment Company
Iowa
$7.39K +$7.46K 1 0.01% New
2010
SC
Solstein Capital
California
$7.23K -$3.39K 1 0% Reduced
2011
SC
Swan Capital
Florida
$7.09K $0 2 0% Maintained
2012
NC
North Capital
Utah
$7.06K +$6.43K 2 0.01% New
2013
Close Asset Management
Close Asset Management
United Kingdom
$7K $0 1 0% Maintained
2014
MIM
MTM Investment Management
South Carolina
$6.96K $0 1 0% Maintained
2015
FFA
Fragasso Financial Advisors
Pennsylvania
$6.79K +$9.56K 1 0% New
2016
CTWM
Cherry Tree Wealth Management
Minnesota
$6.72K +$6.57K 3 0% Increased
2017
AWG
Altus Wealth Group
Colorado
$6.68K $0 1 0% Maintained
2018
SIC
Samalin Investment Counsel
New York
$6.6K +$9.29K 1 0% New
2019
CP
Clarendon Private
Massachusetts
$6.58K +$9.25K 1 0.01% New
2020
LI
LifeWealth Investments
Florida
$6.58K +$9.25K 1 0% New
2021
MDA
Minot DeBlois Advisors
Massachusetts
$6.29K -$28.7K 1 0.01% Reduced
2022
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$6.16K $0 1 0% Maintained
2023
BFS
Burkett Financial Services
South Carolina
$6.16K $0 1 0% Maintained
2024
FF
Friedenthal Financial
New Jersey
$6.16K +$4.91K 1 0% Increased
2025
LWA
Lowe Wealth Advisors
Maryland
$6.09K $0 1 0% Maintained