← 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
1201
IIM
Ipswich Investment Management
Massachusetts
$352K +$6.01K 2 0.17% Increased
1202
IC
IKOS CIF
Cyprus
$350K +$56.7K 1 0.85% Increased
1203
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$349K $0 1 0.27% Maintained
1204
FMA
FNY Managed Accounts
New York
$348K +$150K 4 0.61% Increased
1205
CIM
CIM Investment Management
Pennsylvania
$340K +$43.2K 1 0.15% Increased
1206
CL
CIM LLC
New York
$340K +$22.8K 1 0.17% Increased
1207
SFA
Stewardship Financial Advisors
Georgia
$339K -$1.79M 1 0.27% Reduced
1208
PAIA
Park Avenue Institutional Advisers
New York
$338K +$4.62K 3 0.29% Increased
1209
SignatureFD
SignatureFD
Georgia
$334K +$100K 6 0.06% Increased
1210
ACM
Argentus Capital Management
Texas
$332K +$95.8K 1 0.12% Increased
1211
DCM
Dynamic Capital Management
Jersey
$332K -$762K 1 0.12% Reduced
1212
HVIA
Hudson Valley Investment Advisors
New York
$331K +$15.6K 1 0.11% Increased
1213
FNB
First Niagara Bank
New York
$329K -$3.91K 1 0.1% Reduced
1214
BWM
Braver Wealth Management
Massachusetts
$326K +$320K 1 0.05% New
1215
Emerald Advisers
Emerald Advisers
Pennsylvania
$326K $0 1 0.02% Maintained
1216
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$325K $0 1 0.05% Maintained
1217
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$325K +$14.7K 1 0.03% Increased
1218
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$325K +$7.22K 2 0.44% Increased
1219
SFM
Signature Financial Management
Virginia
$323K $0 1 0.16% Maintained
1220
HCM
Hollencrest Capital Management
California
$320K +$6.77K 1 0.05% Increased
1221
SCA
Snowden Capital Advisors
New York
$319K +$303K 1 0.11% New
1222
PFBT
Parkside Financial Bank & Trust
Missouri
$318K +$20.3K 6 0.16% Increased
1223
FTI
Fiduciary Trust International
Massachusetts
$317K $0 1 0.1% Maintained
1224
NCM
Neumann Capital Management
California
$317K $0 1 0.21% Maintained
1225
OC
Oakworth Capital
Alabama
$313K $0 3 0.13% Maintained