← 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
1501
MUS
Mitsubishi UFJ Securities
Japan
$194K +$15.1K 1 0.81% Increased
1502
CIC
Cutler Investment Counsel
Oregon
$191K $0 1 0.04% Maintained
1503
FAM
Foresters Asset Management
Ontario, Canada
$188K -$497K 1 0.08% Reduced
1504
PG
Patten Group
Tennessee
$181K -$5.88K 3 0.07% Reduced
1505
DSC
Duncker Streett & Co
Missouri
$180K $0 1 0.05% Maintained
1506
WA
Winfield Associates
Ohio
$179K -$5.12K 5 0.09% Reduced
1507
MI
Markston International
New York
$176K -$50.1K 1 0.02% Reduced
1508
RBC
Roble Belko & Company
Pennsylvania
$175K +$351K 3 0.07% New
1509
TCM
Tradewinds Capital Management
Washington
$172K $0 1 0.08% Maintained
1510
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$170K -$1.62M 1 0% Reduced
1511
Global Retirement Partners
Global Retirement Partners
California
$168K -$11.4K 5 0.05% Reduced
1512
AIM
Acropolis Investment Management
Missouri
$167K +$176K 1 0.03% New
1513
AOWM
Alpha Omega Wealth Management
Virginia
$167K +$14.7K 3 0.08% Increased
1514
Citizens Financial Group
Citizens Financial Group
Rhode Island
$166K -$178K 2 0.01% Reduced
1515
Evercore Wealth Management
Evercore Wealth Management
New York
$165K -$16K 3 0.01% Reduced
1516
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$165K +$7.89K 5 0.01% Increased
1517
WPA
West Paces Advisors
Georgia
$163K -$11.7K 4 0.12% Reduced
1518
SGAM
Steinberg Global Asset Management
Florida
$159K +$4.17K 1 0.02% Increased
1519
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$154K $0 3 0.13% Maintained
1520
OC
Oakworth Capital
Alabama
$154K -$18.2K 3 0.04% Reduced
1521
SFPIA
Stevens First Principles Investment Advisors
California
$150K $0 2 0.08% Maintained
1522
LJHT
Laurie J. Hall Trustee
$149K +$18.9K 1 0.08% Increased
1523
SLF
Sun Life Financial
Ontario, Canada
$149K -$329K 3 0.02% Reduced
1524
CHP
Cable Hill Partners
Oregon
$145K +$20.5K 5 0.06% Increased
1525
WSCM
Wellington Shields Capital Management
New York
$144K +$7.1K 1 0.02% Increased