← 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
1526
SWA
Stratos Wealth Advisors
Ohio
$280K +$269K 1 0.07% New
1527
FIM
Freedom Investment Management
Connecticut
$278K -$23.1K 1 0.03% Reduced
1528
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$277K -$10.6K 1 0% Reduced
1529
MAG
Mayfair Advisory Group
Alabama
$277K +$39.2K 1 0.71% Increased
1530
BFC
Bedel Financial Consulting
Indiana
$276K -$31K 6 0.14% Reduced
1531
JFA
JNBA Financial Advisors
Minnesota
$276K -$17.6K 4 0.06% Reduced
1532
PC
Permit Capital
Pennsylvania
$276K -$65.7K 2 0.09% Reduced
1533
First Merchants Corp
First Merchants Corp
Indiana
$275K -$414 1 0.02% Reduced
1534
HL
HeadInvest LLC
Maine
$275K +$13.4K 1 0.08% Increased
1535
MSR
Main Street Research
Connecticut
$272K $0 1 0.03% Maintained
1536
PFS
Physicians Financial Services
North Carolina
$272K $0 1 0.14% Maintained
1537
TNA
True North Advisors
Texas
$272K +$376K 1 0.08% New
1538
CAM
Cidel Asset Management
Ontario, Canada
$271K $0 1 0.02% Maintained
1539
LIM
Lagoda Investment Management
New York
$271K $0 1 0.2% Maintained
1540
WB
West Bancorporation
Iowa
$271K +$35.6K 3 0.32% Increased
1541
XSC
X-Square Capital
Puerto Rico
$271K +$547 1 0.2% Increased
1542
RAM
Roanoke Asset Management
New Jersey
$270K $0 1 0.15% Maintained
1543
SP
Successful Portfolios
Florida
$270K +$13.9K 1 0.22% Increased
1544
55I LLC
55I LLC
Massachusetts
$268K $0 1 0.02% Maintained
1545
RIL
Rothschild Investment LLC
Illinois
$268K -$18.2K 1 0.03% Reduced
1546
Personal Capital Advisors
Personal Capital Advisors
California
$267K +$268K 1 0% New
1547
WP
WealthShield Partners
North Carolina
$267K $0 1 0.09% Maintained
1548
ACP
Arrowgrass Capital Partners
United Kingdom
$266K $0 1 100% Maintained
1549
WIC
Whitegate Investment Counselors
New Hampshire
$264K $0 1 0.05% Maintained
1550
CA
Calton & Associates
Florida
$263K -$99.4K 1 0.05% Reduced