← 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
ALAM
Asahi Life Asset Management
Japan
$406K +$408K 2 0.06% New
1327
WI
Wintrust Investments
Illinois
$406K +$1.45K 1 0.08% Increased
1328
KC
Knuff & Co
California
$404K +$451K 2 0.4% New
1329
TCM
Tributary Capital Management
Nebraska
$402K -$15.9K 1 0.04% Reduced
1330
GWS
Glassman Wealth Services
Virginia
$400K -$17.9K 6 0.22% Reduced
1331
AWM
Aevitas Wealth Management
Massachusetts
$397K -$19.8K 5 0.41% Reduced
1332
KLI
Kelman-Lazarov Inc
Tennessee
$396K -$75.5K 1 0.25% Reduced
1333
PWM
PRW Wealth Management
Massachusetts
$396K +$710K 5 0.49% New
1334
CF
Copperwynd Financial
Arizona
$395K -$16.1K 1 0.24% Reduced
1335
HA
Harbor Advisors
Florida
$395K $0 1 0.15% Maintained
1336
CB
Community Bank
New York
$393K +$165K 1 0.09% Increased
1337
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$392K +$16.9K 1 0.06% Increased
1338
SA
SL Advisors
New Jersey
$392K -$3.14K 1 0.81% Reduced
1339
HJA
Hugh Johnson Advisors
New York
$389K -$2.68M 1 0.14% Reduced
1340
NFG
Nations Financial Group
Iowa
$389K -$23K 1 0.31% Reduced
1341
AIM
Axiom Investment Management
New York
$386K +$382K 1 0.08% New
1342
WIM
Westside Investment Management
California
$385K +$17.7K 3 0.14% Increased
1343
CBU
CIBC Bank USA
Illinois
$384K +$88.1K 1 0.06% Increased
1344
CIAS
Capital Investment Advisory Services
North Carolina
$377K +$39.3K 4 0.16% Increased
1345
WA
WealthTrust Axiom
Pennsylvania
$377K +$19.9K 1 0.15% Increased
1346
GC
Garde Capital
Washington
$376K -$12K 1 0.07% Reduced
1347
LC
Lindbrook Capital
California
$375K +$401K 7 0.18% New
1348
SMC
Smith, Moore & Co
Missouri
$375K -$24.7K 1 0.1% Reduced
1349
RAM
Redmond Asset Management
Virginia
$373K +$159K 1 0.18% Increased
1350
CTI
Community Trust & Investment
Kentucky
$372K $0 1 0.06% Maintained