← 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
HPC
Hobart Private Capital
North Carolina
$220K $0 1 0.17% Maintained
1502
Alesco Advisors
Alesco Advisors
New York
$219K $0 1 0.01% Maintained
1503
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$219K $0 1 0.21% Maintained
1504
AC
Abbrea Capital
California
$217K -$11.7K 1 0.06% Reduced
1505
GHAM
Gilman Hill Asset Management
Connecticut
$216K +$213K 1 0.08% New
1506
MAM
Morse Asset Management
Connecticut
$216K -$1.1M 1 0.06% Reduced
1507
SG
StoneX Group
New York
$216K -$34.9K 1 0.16% Reduced
1508
MCF Advisors
MCF Advisors
Kentucky
$215K +$66 3 0.04% Increased
1509
PGIM
Pacific Global Investment Management
California
$215K +$95.8K 1 0.04% New
1510
RCM
Raging Capital Management
New Jersey
$215K +$96.4K 1 0.04% New
1511
BCM
Beck Capital Management
Texas
$214K +$211K 1 0.09% New
1512
SIM
Sonora Investment Management
Arizona
$214K +$24.3K 4 0.03% Increased
1513
ACM
Argyle Capital Management
Pennsylvania
$213K $0 1 0.08% Maintained
1514
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$213K -$14.7K 1 0.01% Reduced
1515
Truepoint Inc
Truepoint Inc
Ohio
$213K $0 1 0.02% Maintained
1516
WAS
WESPAC Advisors SoCal
California
$212K $0 1 0.11% Maintained
1517
H
HoyleCohen
California
$211K +$208K 1 0.04% New
1518
KCM
Kanawha Capital Management
Virginia
$210K $0 1 0.03% Maintained
1519
VRM
Vectors Research Management
New York
$210K +$207K 1 0.13% New
1520
Clearstead Advisors
Clearstead Advisors
Ohio
$209K $0 1 0.03% Maintained
1521
GEM
Global Endowment Management
North Carolina
$209K +$225K 1 0.03% New
1522
RIL
Rothschild Investment LLC
Illinois
$208K +$232K 1 0.02% New
1523
VAM
Verity Asset Management
North Carolina
$207K +$223K 1 0.2% New
1524
WA
WESPAC Advisors
California
$206K +$203K 1 0.12% New
1525
IIA
IPG Investment Advisors
California
$205K $0 1 0.07% Maintained