← 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
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$576K -$3K 1 0.04% Reduced
1302
CB
Cadence Bank
Mississippi
$575K $0 1 0.06% Maintained
1303
Avantax Advisory Services
Avantax Advisory Services
Texas
$574K +$27.6K 2 0.03% Increased
1304
BHB
Bank Hapoalim BM
Israel
$570K -$687K 1 0.14% Reduced
1305
LMR Partners
LMR Partners
United Kingdom
$569K -$326K 1 0.02% Reduced
1306
PWSG
Pacific Wealth Strategies Group
California
$568K -$18K 1 0.36% Reduced
1307
IRF
IBM Retirement Fund
New York
$566K -$203K 1 0.11% Reduced
1308
FHB
First Hawaiian Bank
Hawaii
$565K -$542K 2 0.03% Reduced
1309
Wedge Capital Management
Wedge Capital Management
North Carolina
$564K +$77.6K 1 0.01% Increased
1310
FAIM
Financial Advocates Investment Management
Washington
$562K +$33.7K 2 0.07% Increased
1311
PFBT
Parkside Financial Bank & Trust
Missouri
$562K -$100K 7 0.18% Reduced
1312
MIM
Marco Investment Management
Georgia
$558K +$24.4K 1 0.1% Increased
1313
TU
TDAM USA
Ontario, Canada
$555K -$451K 2 0.04% Reduced
1314
RMAM
Raab & Moskowitz Asset Management
New Jersey
$554K +$143K 1 0.25% Increased
1315
LIM
Loudon Investment Management
New Hampshire
$551K -$118K 1 0.47% Reduced
1316
ARMC
American Research & Management Company
Massachusetts
$544K $0 1 0.16% Maintained
1317
RE
RBC Europe
United Kingdom
$544K -$19.7K 6 0.05% Reduced
1318
LSAG
Lake Street Advisors Group
New Hampshire
$541K -$16.9K 2 0.06% Reduced
1319
WA
Wheatland Advisors
Pennsylvania
$541K +$187K 2 0.41% Increased
1320
Clearstead Advisors
Clearstead Advisors
Ohio
$536K +$178K 2 0.07% Increased
1321
Williams Jones & Associates
Williams Jones & Associates
New York
$534K +$121K 2 0.01% Increased
1322
CBN
Cadence Bank NA
Texas
$533K +$85.5K 1 0.21% Increased
1323
CF
Copperwynd Financial
Arizona
$531K +$17K 1 0.31% Increased
1324
HA
Harbor Advisors
Florida
$531K $0 1 0.16% Maintained
1325
TCM
Tufton Capital Management
Maryland
$530K $0 1 0.11% Maintained