← 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
OFG
OmniStar Financial Group
North Carolina
$473K -$44.3K 1 0.48% Reduced
1277
Boothbay Fund Management
Boothbay Fund Management
New York
$472K -$105K 1 0.07% Reduced
1278
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$470K -$796K 1 0.09% Reduced
1279
MWA
Meridian Wealth Advisors
Texas
$470K +$476K 3 0.36% New
1280
CT
Chicago Trust
Illinois
$469K +$546K 1 0.22% New
1281
BIM
Baldwin Investment Management
Pennsylvania
$467K +$11.9K 1 0.15% Increased
1282
HM Payson & Co
HM Payson & Co
Maine
$463K -$28.9M 2 1.36% Reduced
1283
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$462K +$7.88K 1 0.02% Increased
1284
Allworth Financial
Allworth Financial
California
$461K -$7.77K 4 0.02% Reduced
1285
FPS
Fieldpoint Private Securities
Connecticut
$461K -$68.2K 3 0.2% Reduced
1286
CFA
Carroll Financial Associates
North Carolina
$458K +$32.9K 6 0.05% Increased
1287
CC
ClearArc Capital
Ohio
$458K -$817K 1 0.14% Reduced
1288
FFSOTS
Fiduciary Financial Services of The Southwest
Texas
$457K $0 1 0.14% Maintained
1289
QC
QCM Cayman
Texas
$455K +$87.8K 2 1.86% Increased
1290
TCM
Tufton Capital Management
Maryland
$455K $0 1 0.11% Maintained
1291
Ballentine Partners
Ballentine Partners
Massachusetts
$451K -$129K 1 0.03% Reduced
1292
Cresset Asset Management
Cresset Asset Management
Illinois
$450K +$494K 6 0.03% New
1293
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$450K $0 3 0.07% Maintained
1294
Advent Capital Management
Advent Capital Management
New York
$449K -$739K 1 0.01% Reduced
1295
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$446K $0 1 0.21% Maintained
1296
PTC
Provident Trust Company
Wisconsin
$446K $0 1 0.02% Maintained
1297
OWA
One Wealth Advisors
California
$444K -$19.1K 2 0.44% Reduced
1298
ESB
Essex Savings Bank
Connecticut
$441K +$447K 4 0.28% New
1299
BHA
Beech Hill Advisors
New York
$440K -$4.11M 1 0.27% Reduced
1300
CCP
Corient Capital Partners
California
$439K -$29.5K 1 0.08% Reduced