← 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
MA
Marshwinds Advisory
Georgia
$259K $0 1 0.14% Maintained
1477
BTNA
Bremer Trust National Association
Minnesota
$258K +$286K 3 0.06% New
1478
AWM
Altium Wealth Management
New York
$257K -$209K 1 0.05% Reduced
1479
NQWM
Northwest Quadrant Wealth Management
Oregon
$257K $0 1 0.13% Maintained
1480
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$256K -$22.9K 3 0.01% Reduced
1481
PHK
Point72 Hong Kong
Hong Kong
$256K -$977K 2 0.12% Reduced
1482
CPA
Clear Perspective Advisors
Illinois
$255K $0 1 0.21% Maintained
1483
DWM
Doyle Wealth Management
Florida
$255K -$6.49M 4 0.04% Reduced
1484
WA
Wambolt & Associates
Colorado
$255K +$253K 1 0.28% New
1485
TFA
Transamerica Financial Advisors
Florida
$253K +$1.92K 4 0.06% Increased
1486
CCG
Ceeto Capital Group
Florida
$252K $0 1 0.21% Maintained
1487
DAM
Delta Asset Management
Tennessee
$249K +$3.08K 3 0.04% Increased
1488
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$249K +$307K 1 0.08% New
1489
RPAM
Rhenman & Partners Asset Management
Sweden
$249K $0 1 0.03% Maintained
1490
SP
SWS Partners
Ohio
$249K +$5.76K 1 0.19% Increased
1491
XSC
X-Square Capital
Puerto Rico
$248K +$99.8K 1 0.19% Increased
1492
SWA
Sutton Wealth Advisors
Florida
$248K +$2.47K 6 0.16% Increased
1493
BPWA
Beacon Pointe Wealth Advisors
California
$244K +$241K 1 0.09% New
1494
FAIM
Financial Advocates Investment Management
Washington
$244K +$1.27K 1 0.03% Increased
1495
BFA
Beaumont Financial Advisors
Massachusetts
$243K -$288K 1 0.04% Reduced
1496
BA
Bennicas & Associates
California
$242K -$243K 1 0.22% Reduced
1497
LWM
Lyell Wealth Management
California
$242K $0 1 0.1% Maintained
1498
CIM
Contravisory Investment Management
Massachusetts
$241K -$4.48M 2 0.1% Reduced
1499
EGA
E&G Advisors
Texas
$241K +$18.5K 1 0.11% Increased
1500
Empirical Wealth Management
Empirical Wealth Management
Washington
$241K -$25.2K 1 0.04% Reduced