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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
FFWA
FRG Family Wealth Advisors
Washington
$0 -$247K 0 – Closed
2002
FFWM
Future Financial Wealth Management
Ohio
$0 -$74K 0 – Closed
2003
GGS
Galvin Gaustad & Stein
Arizona
$0 -$12.6M 0 – Closed
2004
GC
Garde Capital
Washington
$0 -$120K 0 – Closed
2005
GWM
GDS Wealth Management
Texas
$0 -$32.4K 0 – Closed
2006
GPW
Genesis Private Wealth
Virginia
$0 -$22.4K 0 – Closed
2007
GU
Georgetown University
District of Columbia
$0 -$489K 0 – Closed
2008
GSEP
Golden State Equity Partners
California
$0 -$201K 0 – Closed
2009
GAG
Goodman Advisory Group
Massachusetts
$0 -$1.33K 0 – Closed
2010
GK
Graney & King
New York
$0 -$9.43K 0 – Closed
2011
GCM
Greenland Capital Management
New York
$0 -$2.96M 0 – Closed
2012
GSWM
Greenup Street Wealth Management
Michigan
$0 -$763K 0 – Closed
2013
GFWA
Grey Fox Wealth Advisors
Delaware
$0 -$119 0 – Closed
2014
Groupe la Francaise
Groupe la Francaise
France
$0 -$9.69K 0 – Closed
2015
GA
GSG Advisors
New Jersey
$0 -$206K 0 – Closed
2016
GTS Securities
GTS Securities
Florida
$0 -$1.53M 0 – Closed
2017
HIMS
Hager Investment Management Services
New Hampshire
$0 -$15.3K 0 – Closed
2018
HHGA
Halbert Hargrove Global Advisors
California
$0 -$3.63K 0 – Closed
2019
HWA
Heartwood Wealth Advisors
Virginia
$0 -$99.8K 0 – Closed
2020
HHRDM
H&H Retirement Design & Management
Nevada
$0 -$406K 0 – Closed
2021
HCM
Horrell Capital Management
Arkansas
$0 -$5.36K 0 – Closed
2022
IWA
Icon Wealth Advisors
Texas
$0 -$301K 0 – Closed
2023
I
InceptionR
California
$0 -$746K 0 – Closed
2024
ISWM
Independent Solutions Wealth Management
New York
$0 -$375K 0 – Closed
2025
IC
Innealta Capital
Texas
$0 -$225K 0 – Closed