← 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
1326	SWRP Summit Wealth & Retirement Planning San Ramon, California	$231K	$0	1	0.05%	Maintained
1327	SWASL Spartan Wealth Advisory Services LLC Bingham Farms, Michigan	$231K	$0	1	0.02%	Maintained
1328	LI LRI Investments Palm Beach Gardens, Florida	$230K	-$170K	11	0.02%	Reduced
1329	IPW Impact Partnership Wealth Marietta, Georgia	$230K	-$332K	1	0.02%	Reduced
1330	UB Umpqua Bank Lake Oswego, Oregon	$230K	+$14.9K	1	0.05%	Increased
1331	DWP Destiny Wealth Partners Tavares, Florida	$230K	+$48K	1	0.03%	Increased
1332	BGAI Bruce G. Allen Investments Denver, Colorado	$230K	-$83.8K	5	0.15%	Reduced
1333	YLHM Yelin Lapidot Holdings Management Tel Aviv, Israel	$229K	+$219K	1	0.04%	New
1334	WP WealthPLAN Partners Omaha, Nebraska	$229K	-$586K	1	0.04%	Reduced
1335	CA Carson Advisory Athens, Georgia	$229K	+$230K	1	0.11%	New
1336	OAM Occidental Asset Management Burlingame, California	$228K	-$33.7K	1	0.02%	Reduced
1337	FPW Fairvoy Private Wealth Birmingham, Alabama	$227K	+$216K	1	0.05%	New
1338	PSP Principal Street Partners Memphis, Tennessee	$227K	+$216K	1	0.03%	New
1339	MBT Montecito Bank & Trust Santa Barbara, California	$224K	+$214K	1	0.03%	New
1340	LF Lee Financial Dallas, Texas	$223K	$0	1	0.03%	Maintained
1341	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$222K	-$22.6K	3	0.15%	Reduced
1342	PCM Polymer Capital Management New York	$222K	+$237K	1	0.03%	New
1343	Foundations Investment Advisors Phoenix, Arizona	$221K	-$13.3K	1	0%	Reduced
1344	SPWM Schrum Private Wealth Management St. Augustine, Florida	$220K	+$141K	1	0.23%	New
1345	Empirical Wealth Management Seattle, Washington	$218K	-$457K	1	0%	Reduced
1346	PB Pinnacle Bancorp Beatrice, Nebraska	$218K	-$56.4K	6	0.06%	Reduced
1347	JC Jacobs & Co San Francisco, California	$217K	+$207K	1	0.02%	New
1348	MSA Marino Stram & Associates Braintree, Massachusetts	$216K	-$1.21K	1	0.03%	Reduced
1349	Banco Santander Madrid, Spain	$215K	$0	1	0%	Maintained
1350	SL Sentinus LLC Oak Brook, Illinois	$214K	+$230K	1	0.02%	New