← 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
1401
CIC
Cutler Investment Counsel
Oregon
$194K $0 1 0.05% Maintained
1402
PG
Patten Group
Tennessee
$189K -$32.8K 3 0.08% Reduced
1403
HCA
Horan Capital Advisors
Ohio
$186K +$181K 4 0.11% New
1404
IHT Wealth Management
IHT Wealth Management
Illinois
$185K -$21.1K 5 0.08% Reduced
1405
MCF Advisors
MCF Advisors
Kentucky
$183K $0 2 0.04% Maintained
1406
Evercore Wealth Management
Evercore Wealth Management
New York
$180K $0 4 0.01% Maintained
1407
Wolverine Asset Management
Wolverine Asset Management
Illinois
$178K -$112K 4 0% Reduced
1408
WA
Winfield Associates
Ohio
$175K -$68K 4 0.09% Reduced
1409
OC
Oakworth Capital
Alabama
$173K +$586 3 0.04% Increased
1410
JGIA
Jackson Grant Investment Advisers
Connecticut
$171K +$2.41K 3 0.12% Increased
1411
Global Retirement Partners
Global Retirement Partners
California
$166K +$29.3K 5 0.07% Increased
1412
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$160K +$124K 5 0.01% Increased
1413
MWM
Mascoma Wealth Management
New Hampshire
$160K -$396 2 0.11% Reduced
1414
DSC
Duncker Streett & Co
Missouri
$157K -$12K 1 0.05% Reduced
1415
MCIA
Mountain Capital Investment Advisors
Colorado
$157K +$95.8K 3 0.14% Increased
1416
WPA
West Paces Advisors
Georgia
$156K -$812 4 0.12% Reduced
1417
MUS
Mitsubishi UFJ Securities
Japan
$156K $0 1 0.75% Maintained
1418
TCM
Tradewinds Capital Management
Washington
$155K $0 1 0.08% Maintained
1419
SGAM
Steinberg Global Asset Management
Florida
$147K +$24K 1 0.02% Increased
1420
LBG
Lloyds Banking Group
United Kingdom
$146K -$9.85K 1 1.46% Reduced
1421
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$144K +$62.7K 3 0.12% Increased
1422
AOWM
Alpha Omega Wealth Management
Virginia
$140K $0 2 0.07% Maintained
1423
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$140K +$520 4 0.01% Increased
1424
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$140K -$139K 1 0.01% Reduced
1425
WSCM
Wellington Shields Capital Management
New York
$140K $0 1 0.02% Maintained