← 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
1476
Susquehanna Advisors Group
Susquehanna Advisors Group
Pennsylvania
$79.7K $0 1 0% Maintained
1477
Aspiriant LLC
Aspiriant LLC
California
$78.5K $0 1 0% Maintained
1478
DF
Dunhill Financial
United Kingdom
$76.4K +$55.9K 5 0.02% Increased
1479
MCM
MV Capital Management
Maryland
$75.9K -$3.14K 6 0.01% Reduced
1480
Eastern Bank
Eastern Bank
Massachusetts
$73.7K +$5.34K 4 0% Increased
1481
TC
Tacita Capital
Ontario, Canada
$72.3K $0 1 0.04% Maintained
1482
AWM
Activest Wealth Management
Florida
$70.7K +$50.1K 6 0.01% Increased
1483
SWP
Strategic Wealth Partners
Ohio
$70K -$13.8K 6 0% Reduced
1484
JWA
JFS Wealth Advisors
Pennsylvania
$69.8K +$3.26K 7 0% Increased
1485
AF
Align Financial
Minnesota
$69.5K $0 1 0.03% Maintained
1486
BIA
Bell Investment Advisors
California
$68.9K +$936 6 0.01% Increased
1487
1WA
180 Wealth Advisors
Washington
$68.2K -$8.85K 1 0.01% Reduced
1488
WFI
West Family Investments
California
$67.9K -$11.8K 1 0.02% Reduced
1489
NAMM
NorthStar Asset Management (Massachusetts)
Massachusetts
$67.3K $0 1 0.02% Maintained
1490
OFS
OneAscent Financial Services
Alabama
$66.8K -$444 1 0% Reduced
1491
Cary Street Partners
Cary Street Partners
Virginia
$66.3K -$6.15K 1 0% Reduced
1492
CVA
Central Valley Advisors
California
$65.6K $0 1 0.02% Maintained
1493
AT
Arlington Trust
Alabama
$64.5K +$54.7K 2 0.01% Increased
1494
KG
Kilter Group
New York
$63.8K +$8.64K 6 0.02% Increased
1495
PGAM
Princeton Global Asset Management
New Jersey
$63.4K -$388 2 0.01% Reduced
1496
KFI
Key Financial Inc
Pennsylvania
$63.1K -$7K 3 0.01% Reduced
1497
AIP
Almanack Investment Partners
Pennsylvania
$62.8K +$62.5K 1 0.01% New
1498
AIM
Axiom Investment Management
New York
$62.5K +$3.97K 3 0.04% Increased
1499
RWM
Rialto Wealth Management
New York
$62.4K -$2.35K 5 0.01% Reduced
1500
WA
WPG Advisers
Maryland
$62.1K +$5.65K 6 0.04% Increased