← 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
1301	CFA Carroll Financial Associates Charlotte, North Carolina	$463K	+$66.8K	6	0.05%	Increased
1302	ACP Ashfield Capital Partners San Francisco, California	$461K	-$241K	1	0.05%	Reduced
1303	Colony Group Boston, Massachusetts	$459K	-$30.6K	2	0.02%	Reduced
1304	OneDigital Investment Advisors Overland Park, Kansas	$458K	+$31.7K	5	0.11%	Increased
1305	Guardian Capital (Canada) Toronto, Ontario, Canada	$454K	-$2.28M	1	0.01%	Reduced
1306	Wedge Capital Management Charlotte, North Carolina	$454K	+$102K	1	0%	Increased
1307	Lincoln National Corp Radnor, Pennsylvania	$453K	+$25.4K	1	0.02%	Increased
1308	WIM Westside Investment Management Santa Monica, California	$447K	+$13.8K	3	0.14%	Increased
1309	TCM Tuttle Capital Management Riverside, Connecticut	$445K	-$1.46M	1	0.08%	Reduced
1310	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$442K	+$436K	1	0.21%	New
1311	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$441K	-$8.8M	2	0.03%	Reduced
1312	QC QCM Cayman Houston, Texas	$440K	+$467K	2	1.44%	New
1313	MBT Montecito Bank & Trust Santa Barbara, California	$439K	+$61.7K	1	0.13%	Increased
1314	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$439K	$0	1	0.13%	Maintained
1315	IWA Intercontinental Wealth Advisors San Antonio, Texas	$438K	+$71.6K	1	0.22%	Increased
1316	BRWM B. Riley Wealth Management Memphis, Tennessee	$436K	+$430K	1	0.11%	New
1317	AIM Advantage Investment Management Cedar Rapids, Iowa	$435K	+$89.5K	5	0.28%	Increased
1318	TC Truvestments Capital Sarasota, Florida	$434K	+$442K	3	0.21%	New
1319	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$433K	+$17.1K	2	0.01%	Increased
1320	AAP Ardsley Advisory Partners Stamford, Connecticut	$432K	+$425K	1	0.06%	New
1321	CAM Carret Asset Management New York	$432K	$0	1	0.07%	Maintained
1322	VAM Visionary Asset Management Houston, Texas	$432K	+$39.5K	1	0.14%	Increased
1323	Simplicity Solutions Minneapolis, Minnesota	$430K	+$429K	2	0.02%	New
1324	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$429K	-$50.2K	6	0.39%	Reduced
1325	RNC Capital Management Los Angeles, California	$428K	-$274K	1	0.03%	Reduced