← All themes Sin Stocks

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
1001
LWI
Long Wharf Investors
Massachusetts
$514K +$44.9K 1 0.44% Increased
1002
ANBT
American National Bank & Trust
Texas
$510K +$2.33K 1 0.2% Increased
1003
FANJ
Financial Architects (New Jersey)
New Jersey
$510K +$2.37K 1 0.3% Increased
1004
Choreo LLC
Choreo LLC
Illinois
$507K +$502K 1 0.15% New
1005
BAC
Boys Arnold & Co
North Carolina
$505K $0 1 0.09% Maintained
1006
CC
Cornerstone Capital
California
$505K $0 2 0.14% Maintained
1007
HCM
Herndon Capital Management
Georgia
$505K $0 2 0.01% Maintained
1008
Zacks Investment Management
Zacks Investment Management
Illinois
$503K -$549K 1 0.02% Reduced
1009
Welch Group
Welch Group
Alabama
$495K $0 1 0.11% Maintained
1010
GA
GFS Advisors
Texas
$488K +$95.9K 2 0.19% Increased
1011
OWD
Osborn Williams & Donohoe
Ohio
$488K $0 1 0.11% Maintained
1012
CL
CIM LLC
New York
$486K -$133K 1 0.26% Reduced
1013
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$478K +$9.86K 7 0.29% Increased
1014
MPA
Marvin & Palmer Associates
Delaware
$475K -$1.27M 1 0.42% Reduced
1015
WTB
Washington Trust Bank
Washington
$475K +$460K 4 0.1% New
1016
MWAC
Mariner Wealth Advisors (Cincinnati)
Ohio
$474K $0 1 0.08% Maintained
1017
BC
Banced Corp
Illinois
$466K +$453K 2 0.48% New
1018
CCA
Cobblestone Capital Advisors
New York
$464K +$39.8K 1 0.09% Increased
1019
KIA
KCM Investment Advisors
California
$462K +$29.7K 1 0.05% Increased
1020
NG
NatWest Group
United Kingdom
$461K -$2.76M 1 0.02% Reduced
1021
SWM
SVA Wealth Management
Wisconsin
$461K +$447K 2 0.22% New
1022
WIL
Winifred I. Li
$460K +$271K 1 0.4% Increased
1023
TMC
Trellus Management Company
Florida
$454K +$448K 1 0.4% New
1024
FNB
First Niagara Bank
New York
$449K -$12.5K 1 0.09% Reduced
1025
Grimes & Company
Grimes & Company
Massachusetts
$448K +$2.96K 2 0.13% Increased