← 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
1351
Penserra Capital Management
Penserra Capital Management
California
$185K +$86K 1 0.02% Increased
1352
PHK
Point72 Hong Kong
Hong Kong
$185K -$1.29M 1 0.1% Reduced
1353
SFG
SevenBridge Financial Group
Pennsylvania
$185K -$122K 3 0.13% Reduced
1354
EWM
Elite Wealth Management
Washington
$183K +$57.3M 2 0.3% Increased
1355
PIM
Parasol Investment Management
Illinois
$183K $0 1 0.19% Maintained
1356
JCM
Jacobi Capital Management
Pennsylvania
$182K $0 2 0.09% Maintained
1357
CIC
Cutler Investment Counsel
Oregon
$180K +$10.2K 1 0.05% Increased
1358
VanEck Associates
VanEck Associates
New York
$180K +$48.1K 1 0% Increased
1359
AIM
Assured Investment Management
New York
$173K +$160K 1 0% New
1360
TCM
Tradewinds Capital Management
Washington
$165K -$22.9K 2 0.12% Reduced
1361
CAW
Cornerstone Advisors (Washington)
Washington
$164K +$136K 6 0.14% Increased
1362
EDRS
Edmond de Rothschild (Suisse)
Switzerland
$163K -$16.8K 2 0.05% Reduced
1363
DIA
Davidson Investment Advisors
Montana
$161K $0 1 0.02% Maintained
1364
TCM
Tuttle Capital Management
Connecticut
$160K +$157K 1 0.12% New
1365
SIM
Sonora Investment Management
Arizona
$159K +$21K 5 0.03% Increased
1366
Klingman & Associates
Klingman & Associates
New York
$156K $0 1 0.05% Maintained
1367
RA
Rational Advisors
New York
$151K +$146K 1 0.1% New
1368
DSC
Duncker Streett & Co
Missouri
$150K +$88.5K 2 0.05% Increased
1369
GBT
Grove Bank & Trust
Florida
$150K -$6K 2 0.13% Reduced
1370
Rockefeller Financial Services
Rockefeller Financial Services
New York
$149K $0 1 0% Maintained
1371
JAM
Jolley Asset Management
North Carolina
$148K +$4.57K 1 0.12% Increased
1372
JSAM
J. Safra Asset Management
New York
$141K -$51K 1 0.25% Reduced
1373
ZB
Zions Bancorporation
Utah
$141K +$33.2K 5 0.03% Increased
1374
Perigon Wealth Management
Perigon Wealth Management
California
$134K +$61.1K 2 0.03% Increased
1375
SGAM
Steinberg Global Asset Management
Florida
$133K $0 1 0.02% Maintained