← 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
1101	F.L. Putnam Investment Management Lynnfield, Massachusetts	$313K	$0	1	0.04%	Maintained
1102	GIS Guardian Investor Services New York	$311K	-$10K	3	0.24%	Reduced
1103	LCM Logan Capital Management Newtown Square, Pennsylvania	$310K	$0	1	0.02%	Maintained
1104	Carson Wealth (CWM LLC) Omaha, Nebraska	$309K	+$269K	1	0.06%	New
1105	PineBridge Investments New York	$309K	-$194K	1	0.01%	Reduced
1106	WIL Winifred I. Li	$306K	-$187K	1	0.26%	Reduced
1107	CL CSS LLC Chicago, Illinois	$300K	$0	1	0.01%	Maintained
1108	WSCM Wellington Shields Capital Management New York	$299K	$0	1	0.05%	Maintained
1109	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$296K	$0	1	0.09%	Maintained
1110	CWM Concert Wealth Management San Jose, California	$294K	+$22.4K	1	0.04%	Increased
1111	CS Comerica Securities Detroit, Michigan	$287K	+$21.2K	1	0.26%	Increased
1112	TCM Tradewinds Capital Management Bellingham, Washington	$284K	$0	1	0.22%	Maintained
1113	FIG Fortress Investment Group New York	$283K	-$24.4K	1	0%	Reduced
1114	SFSG Stearns Financial Services Group Greensboro, North Carolina	$283K	$0	1	0.1%	Maintained
1115	LDB Lee, Danner & Bass Nashville, Tennessee	$280K	+$15.8K	1	0.03%	Increased
1116	M MOTCO San Antonio, Texas	$280K	+$27.2K	2	0.03%	Increased
1117	WCA Westover Capital Advisors Wilmington, Delaware	$279K	-$21K	1	0.24%	Reduced
1118	DVM Dreman Value Management West Palm Beach, Florida	$278K	+$95.9K	2	0.02%	Increased
1119	HFS Haverford Financial Services Radnor, Pennsylvania	$278K	-$28.4K	1	0.12%	Reduced
1120	HI Hendershot Investments Centreville, Virginia	$278K	$0	1	0.16%	Maintained
1121	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$276K	-$50.4K	1	0.04%	Reduced
1122	LCP Legacy Capital Partners Milwaukee, Wisconsin	$276K	$0	1	0.18%	Maintained
1123	NAM Nichols Asset Management Sudbury, Massachusetts	$276K	$0	1	0.06%	Maintained
1124	BDF Balasa Dinverno & Foltz	$274K	$0	1	0.03%	Maintained
1125	CG Clinton Group New York	$272K	+$277K	1	0.14%	New