← 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
1276
FWM
Frontier Wealth Management
Missouri
$506K +$107K 1 0.05% Increased
1277
WP
WealthPLAN Partners
Nebraska
$506K -$257K 1 0.09% Reduced
1278
PWP
Private Wealth Partners
California
$502K -$259K 1 0.08% Reduced
1279
LC
LCNB Corp
Ohio
$501K -$18.4K 2 0.35% Reduced
1280
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$495K +$49.9K 2 0.1% Increased
1281
PWW
Pettyjohn Wood & White
Virginia
$491K +$547K 1 0.16% New
1282
HC
Henshaw Capital
Massachusetts
$489K +$1.36K 2 0.04% Increased
1283
WA
WealthTrust Axiom
Pennsylvania
$485K $0 1 0.16% Maintained
1284
RCAG
Rehmann Capital Advisory Group
Michigan
$485K +$32.2K 7 0.07% Increased
1285
BHB
Bank Hapoalim BM
Israel
$483K +$153K 1 0.12% Increased
1286
TCM
Tufton Capital Management
Maryland
$483K $0 1 0.1% Maintained
1287
CI
CAZ Investments
Texas
$482K $0 1 1.31% Maintained
1288
AWM
Altium Wealth Management
New York
$481K -$105K 2 0.09% Reduced
1289
EIA
Eldridge Investment Advisors
New Hampshire
$481K $0 1 0.31% Maintained
1290
PFM
Peak Financial Management
Massachusetts
$481K $0 1 0.22% Maintained
1291
LIC
Lodestar Investment Counsel
Illinois
$478K $0 1 0.05% Maintained
1292
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$474K $0 1 0.19% Maintained
1293
NSEDCP
NJ State Employees Deferred Compensation Plan
New Jersey
$474K +$81.3K 1 0.08% Increased
1294
PTC
Provident Trust Company
Wisconsin
$474K $0 1 0.02% Maintained
1295
RFO
RiverGlades Family Offices
Florida
$473K +$72.1K 1 0.4% Increased
1296
IA
Icon Advisers
Colorado
$472K -$1.29M 2 0.04% Reduced
1297
KLI
Kelman-Lazarov Inc
Tennessee
$472K -$21.2K 1 0.28% Reduced
1298
CHA
Cooper/Haims Advisors
New York
$471K $0 2 0.32% Maintained
1299
RM
Resource Management
Louisiana
$470K +$151K 1 0.09% Increased
1300
CCP
Corient Capital Partners
California
$469K $0 1 0.08% Maintained