← 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
BHB
Bank Hapoalim BM
Israel
$333K -$33.7K 1 0.09% Reduced
1402
FIA
FNY Investment Advisers
New York
$332K +$344K 2 0.13% New
1403
LMR Partners
LMR Partners
United Kingdom
$332K -$2.18M 1 0.02% Reduced
1404
AMG
Asset Management Group
Connecticut
$328K $0 1 0.11% Maintained
1405
Addenda Capital
Addenda Capital
Quebec, Canada
$323K +$31.5K 1 0.03% Increased
1406
SWP
Strategic Wealth Partners
Ohio
$322K +$202K 4 0.19% Increased
1407
CFA
Capstone Financial Advisors
Illinois
$321K $0 1 0.1% Maintained
1408
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$321K -$272K 2 0.01% Reduced
1409
RM
Resource Management
Louisiana
$321K $0 1 0.06% Maintained
1410
OTC
Opera Trading Capital
France
$320K -$353K 2 0.05% Reduced
1411
RIA
Regal Investment Advisors
Michigan
$320K -$299K 2 0.1% Reduced
1412
SBIA
Sheaff Brock Investment Advisors
Indiana
$319K -$109K 1 0.03% Reduced
1413
CWM
Concentric Wealth Management
California
$316K $0 1 0.23% Maintained
1414
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$315K -$78.2K 1 0.03% Reduced
1415
SB
Simmons Bank
Arkansas
$315K +$310K 1 0.03% New
1416
HI
Hendershot Investments
Virginia
$314K $0 1 0.12% Maintained
1417
MA
Marshwinds Advisory
Georgia
$314K $0 1 0.15% Maintained
1418
PAS
Professional Advisory Services
Florida
$313K -$9.2M 1 0.06% Reduced
1419
WI
WrapManager Inc
California
$310K -$9.47K 1 0.1% Reduced
1420
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$309K +$28.6K 1 0.01% Increased
1421
BC
Banced Corp
Illinois
$308K -$25.5K 1 0.53% Reduced
1422
DAM
Delta Asset Management
Tennessee
$307K $0 2 0.04% Maintained
1423
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$306K -$126K 1 0.03% Reduced
1424
ZIG
Zuckerman Investment Group
Illinois
$306K -$17.3K 1 0.07% Reduced
1425
CPA
Clear Perspective Advisors
Illinois
$302K $0 3 0.21% Maintained