← 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	JLBC J.L. Bainbridge & Co Sarasota, Florida	$294K	+$292K	1	0.04%	New
1502	Cookson Peirce & Co Pittsburgh, Pennsylvania	$293K	+$245K	1	0.02%	New
1503	TFA Transamerica Financial Advisors St. Petersburg, Florida	$292K	+$280K	4	0.06%	New
1504	FCM Fairbanks Capital Management Rancho Santa Fe, California	$291K	+$288K	1	0.31%	New
1505	Aptus Capital Advisors Fairhope, Alabama	$289K	$0	1	0.04%	Maintained
1506	DC Diametric Capital Boston, Massachusetts	$288K	+$43.9K	1	0.18%	Increased
1507	LWM Lyell Wealth Management Menlo Park, California	$288K	-$2.52K	1	0.09%	Reduced
1508	CBU CIBC Bank USA Chicago, Illinois	$287K	+$280K	1	0.04%	New
1509	RAM Roanoke Asset Management Jersey City, New Jersey	$286K	+$29.3K	1	0.13%	Increased
1510	BFC Bedel Financial Consulting Indianapolis, Indiana	$284K	$0	5	0.17%	Maintained
1511	LCM LVM Capital Management Portage, Michigan	$283K	-$24.4K	1	0.06%	Reduced
1512	MSR Main Street Research Lakeville, Connecticut	$283K	+$195	1	0.06%	Increased
1513	AAM Augustine Asset Management Jacksonville, Florida	$282K	-$2.98K	1	0.19%	Reduced
1514	Homrich & Berg Atlanta, Georgia	$282K	-$10.8K	1	0.01%	Reduced
1515	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$281K	+$781	1	0.27%	Increased
1516	Evercore Wealth Management New York	$281K	+$48.8K	1	0.01%	Increased
1517	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$280K	-$481K	1	0.2%	Reduced
1518	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$279K	+$74.8K	1	0.23%	Increased
1519	DCM Dimension Capital Management Coral Gables, Florida	$279K	+$7.29K	1	0.09%	Increased
1520	SFSG Stearns Financial Services Group Greensboro, North Carolina	$278K	+$107	1	0.05%	Increased
1521	VWA V Wealth Advisors Overland Park, Kansas	$278K	+$4.49K	1	0.11%	Increased
1522	OSIA O'Shares Investment Advisers Boston, Massachusetts	$276K	+$16.9K	1	0.04%	Increased
1523	BFO Biltmore Family Office Charlotte, North Carolina	$274K	-$1.62M	1	0.15%	Reduced
1524	DIM DC Investments Management Mclean, Virginia	$273K	+$266K	1	0.15%	New
1525	HAM Highstreet Asset Management London, Ontario, Canada	$272K	-$9.98K	2	0.01%	Reduced