← 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
1426	SP SWS Partners Columbus, Ohio	$302K	+$285K	1	0.21%	Increased
1427	AA Altman Advisors Chicago, Illinois	$301K	-$149K	1	0.28%	Reduced
1428	UC Unio Capital Princeton, New Jersey	$301K	$0	1	0.23%	Maintained
1429	CBU CIBC Bank USA Chicago, Illinois	$300K	-$32.2K	1	0.04%	Reduced
1430	LCP Legacy Capital Partners Milwaukee, Wisconsin	$300K	$0	1	0.15%	Maintained
1431	SMFS Squar Milner Financial Services Irvine, California	$300K	+$295K	3	0.26%	New
1432	LCM LVM Capital Management Portage, Michigan	$299K	$0	1	0.07%	Maintained
1433	Quadrature Capital London, United Kingdom	$299K	+$379K	1	0.03%	New
1434	CCP Cardan Capital Partners Denver, Colorado	$298K	-$54K	1	0.05%	Reduced
1435	HCM Hilton Capital Management Garden City, New York	$297K	+$38.3K	2	0.05%	Increased
1436	TW Transform Wealth Greenwood Village, Colorado	$297K	-$28.6K	1	0.05%	Reduced
1437	OAM Oak Asset Management Westlake Village, California	$296K	$0	1	0.2%	Maintained
1438	BWA Burt Wealth Advisors North Bethesda, Maryland	$290K	$0	2	0.14%	Maintained
1439	DCM Dimension Capital Management Coral Gables, Florida	$289K	+$24.7K	1	0.16%	Increased
1440	HCP Holt Capital Partners Fort Worth, Texas	$289K	$0	1	0.09%	Maintained
1441	LJHT Laurie J. Hall Trustee	$289K	+$160K	2	0.17%	Increased
1442	WA Wheatland Advisors Lancaster, Pennsylvania	$289K	$0	1	0.23%	Maintained
1443	First Merchants Corp Muncie, Indiana	$288K	-$16.2K	1	0.05%	Reduced
1444	RPC Rossmore Private Capital Glastonbury, Connecticut	$288K	+$286K	1	0.19%	New
1445	FMW Farr Miller & Washington Washington, District of Columbia	$286K	-$295K	1	0.03%	Reduced
1446	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$286K	+$1.57K	1	0.19%	Increased
1447	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$285K	-$794K	1	0.26%	Reduced
1448	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$285K	-$22.6K	1	0.03%	Reduced
1449	OFW Omnia Family Wealth Aventura, Florida	$285K	-$8.53K	5	0.13%	Reduced
1450	WA WBH Advisory Baltimore, Maryland	$284K	$0	1	0.07%	Maintained