← 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	Grimes & Company Westborough, Massachusetts	$237K	-$16.8K	1	0.03%	Reduced
1327	PG Patten Group Chattanooga, Tennessee	$237K	-$96.8K	3	0.1%	Reduced
1328	RG Rikoon Group Santa Fe, New Mexico	$236K	-$23.4K	1	0.1%	Reduced
1329	Allworth Financial Folsom, California	$234K	+$4.14K	3	0.02%	Increased
1330	AIP ARS Investment Partners New York	$234K	-$13.5K	1	0.03%	Reduced
1331	Old Mission Capital Chicago, Illinois	$234K	-$22.6M	1	0.03%	Reduced
1332	ARMC American Research & Management Company Marion, Massachusetts	$233K	$0	1	0.08%	Maintained
1333	Lincoln National Corp Radnor, Pennsylvania	$233K	+$226K	1	0.01%	New
1334	WA Wheatland Advisors Lancaster, Pennsylvania	$232K	+$226K	1	0.21%	New
1335	CPA Clear Perspective Advisors Aurora, Illinois	$231K	$0	2	0.15%	Maintained
1336	IFB iAB Financial Bank Fort Wayne, Indiana	$231K	$0	1	0.12%	Maintained
1337	PWP Private Wealth Partners Mill Valley, California	$231K	+$6.88K	1	0.05%	Increased
1338	Addenda Capital Montreal, Quebec, Canada	$229K	+$227K	1	0.02%	New
1339	MC Montag & Caldwell Atlanta, Georgia	$227K	-$976	1	0.01%	Reduced
1340	Nikko Asset Management Americas New York	$227K	+$218K	1	0.02%	New
1341	LC LCNB Corp Lebanon, Ohio	$225K	-$9.54K	1	0.22%	Reduced
1342	11A 10-15 Associates Goshen, New York	$223K	$0	1	0.06%	Maintained
1343	VWM Venturi Wealth Management Austin, Texas	$223K	+$216K	1	0.05%	New
1344	BCM Bienville Capital Management New York	$222K	-$161K	1	0.05%	Reduced
1345	BWA Burt Wealth Advisors North Bethesda, Maryland	$221K	$0	2	0.16%	Maintained
1346	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$220K	+$215K	1	0.03%	New
1347	DAM Delta Asset Management Memphis, Tennessee	$216K	+$5.27K	2	0.03%	Increased
1348	MFW Mosaic Family Wealth St. Louis, Missouri	$216K	+$10.7K	4	0.09%	Increased
1349	CWM Concert Wealth Management San Jose, California	$212K	+$1.56K	1	0.05%	Increased
1350	Crawford Investment Counsel Atlanta, Georgia	$212K	+$205K	1	0.01%	New