← 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
TCM
Traynor Capital Management
Pennsylvania
$929K +$82.5K 1 0.74% Increased
1002
Conning Inc
Conning Inc
Connecticut
$926K +$19.8K 3 0.04% Increased
1003
FANJ
Financial Architects (New Jersey)
New Jersey
$922K +$37.5K 5 0.33% Increased
1004
DA
Denali Advisors
California
$916K -$2.67M 1 0.2% Reduced
1005
HC
Henshaw Capital
Massachusetts
$916K +$861K 2 0.12% New
1006
SAM
Shikiar Asset Management
New York
$915K +$885K 2 0.42% New
1007
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$914K +$12.3K 2 0.03% Increased
1008
RCA
Rowland Carmichael Advisors
Arizona
$914K +$897K 1 0.84% New
1009
Geneos Wealth Management
Geneos Wealth Management
Colorado
$911K +$893K 8 0.14% New
1010
CMANY
Capital Management Associates (New York)
New York
$907K -$289K 1 1.64% Reduced
1011
CC
Coastland Capital
California
$907K +$867K 1 0.04% New
1012
NME
Notis-McConarty Edward
$907K $0 1 0.64% Maintained
1013
LA
LVW Advisors
New York
$906K +$3.58K 3 0.29% Increased
1014
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$906K -$95.4K 1 0.66% Reduced
1015
Smithfield Trust
Smithfield Trust
Pennsylvania
$906K +$62K 4 0.18% Increased
1016
RWA
Ropes Wealth Advisors
Massachusetts
$904K +$37.8K 4 0.4% Increased
1017
JIC
Joel Isaacson & Co
New York
$903K -$10.6K 2 0.2% Reduced
1018
BRWA
B. Riley Wealth Advisors
Florida
$898K +$134K 2 0.21% Increased
1019
COI
Connable Office Inc
Michigan
$897K +$4.43K 2 0.25% Increased
1020
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$884K +$33.2K 3 0.01% Increased
1021
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$883K -$33.9K 5 0.16% Reduced
1022
FP
FDO Partners
Massachusetts
$876K +$275K 1 0.57% Increased
1023
IMAS
ID Management A/S
Denmark
$873K $0 2 0.28% Maintained
1024
WIC
Woodmont Investment Counsel
Tennessee
$871K +$5.29K 2 0.26% Increased
1025
MLIC
Mandatum Life Insurance Company
Finland
$866K $0 1 0.12% Maintained