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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	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$344	$0	1	0%	Maintained
2002	RPA Redwood Park Advisors Redwood City, California	$326	+$359	1	0%	New
2003	KIG Kessler Investment Group Columbus, Indiana	$324	$0	1	0%	Maintained
2004	DF DecisionPoint Financial Mesa, Arizona	$246	+$275	1	0%	New
2005	IAG Innovative Advisory Group Lexington, Massachusetts	$191	$0	1	0%	Maintained
2006	PW Pandora Wealth Oakbrook Terrace, Illinois	$182	+$127	2	0%	Increased
2007	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$163	-$6.48K	1	0%	Reduced
2008	WCM WealthTrak Capital Management Virginia Beach, Virginia	$163	-$1.73K	1	0%	Reduced
2009	AWM AllSquare Wealth Management Albany, New York	$156	$0	1	0%	Maintained
2010	B Birchbrook Bangor, Maine	$143	$0	1	0%	Maintained
2011	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$121	$0	1	0%	Maintained
2012	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$96	$0	1	0%	Maintained
2013	SHF Safe Harbor Fiduciary Pensacola, Florida	$96	$0	1	0%	Maintained
2014	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$34	$0	1	0%	Maintained
2015	FRA Front Row Advisors Tiburon, California	$34	+$36	1	0%	New
2016	MAS MPWM Advisory Solutions Alpharetta, Georgia	$29	-$10.1K	1	0%	Reduced
2017	BA Bellwether Advisors Lincoln, Nebraska	$27	-$5.71K	1	0%	Reduced
2018	OW Olistico Wealth Tulsa, Oklahoma	$15	$0	1	0%	Maintained
2019	Groupe la Francaise Paris, France	$1	-$3M	0	–	Closed
2020	1C 111 Capital Paris, France	$0	-$680K	0	–	Closed
2021	3IP 3Chopt Investment Partners Richmond, Virginia	$0	-$214K	0	–	Closed
2022	4WM 44 Wealth Management Eugene, Oregon	$0	-$433K	0	–	Closed
2023	AF Abound Financial Granite Bay, California	$0	-$27.4K	0	–	Closed
2024	AWP Accretive Wealth Partners Parsippany, New Jersey	$0	-$1.08M	0	–	Closed
2025	AI Acuitas Investments Seattle, Washington	$0	-$24.3K	0	–	Closed