← 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
BWA
Burt Wealth Advisors
Maryland
$259K $0 2 0.17% Maintained
1352
LC
LCNB Corp
Ohio
$258K $0 1 0.24% Maintained
1353
CBN
Cadence Bank NA
Texas
$251K +$35.8K 1 0.1% Increased
1354
SCM
SOL Capital Management
Maryland
$251K $0 1 0.07% Maintained
1355
CPA
Clear Perspective Advisors
Illinois
$250K -$12.9K 2 0.2% Reduced
1356
Grimes & Company
Grimes & Company
Massachusetts
$250K -$19.3K 1 0.03% Reduced
1357
FP
Foundry Partners
Minnesota
$247K $0 1 0.01% Maintained
1358
Park National Corp
Park National Corp
Ohio
$247K +$7.37K 1 0.01% Increased
1359
MFW
Mosaic Family Wealth
Missouri
$246K -$11.4K 4 0.1% Reduced
1360
BCM
Bienville Capital Management
New York
$244K -$2.11K 1 0.04% Reduced
1361
MCM
Monarch Capital Management
Indiana
$244K $0 1 0.09% Maintained
1362
PFS
Physicians Financial Services
North Carolina
$244K $0 1 0.2% Maintained
1363
11A
10-15 Associates
New York
$242K $0 1 0.06% Maintained
1364
Tiedemann Advisors
Tiedemann Advisors
New York
$242K +$268K 1 0.02% New
1365
Krilogy Financial
Krilogy Financial
Missouri
$241K -$11.5K 4 0.06% Reduced
1366
SWA
Sutton Wealth Advisors
Florida
$240K -$883 4 0.18% Reduced
1367
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$240K $0 1 0.03% Maintained
1368
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$240K -$2.04K 3 0.03% Reduced
1369
MI
Markston International
New York
$240K $0 1 0.02% Maintained
1370
Waverly Advisors
Waverly Advisors
Alabama
$240K $0 1 0.05% Maintained
1371
Perigon Wealth Management
Perigon Wealth Management
California
$239K +$210K 3 0.08% Increased
1372
AIP
ARS Investment Partners
New York
$236K $0 1 0.03% Maintained
1373
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$230K +$221K 2 0.01% New
1374
LIM
Lagoda Investment Management
New York
$226K -$2.53K 1 0.08% Reduced
1375
Csenge Advisory Group
Csenge Advisory Group
Florida
$222K +$220K 1 0.09% New