← 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
1626
NMG
New Millennium Group
Utah
$58.9K +$45.1K 2 0.03% Increased
1627
SWA
SOA Wealth Advisors
New York
$58.8K -$30.1K 3 0.01% Reduced
1628
IFG Advisory
IFG Advisory
Georgia
$58.1K $0 1 0% Maintained
1629
Albion Financial Group
Albion Financial Group
Utah
$58.1K $0 4 0% Maintained
1630
CWA
Clearview Wealth Advisors
Oregon
$56.5K -$233 1 0.04% Reduced
1631
Bell Investment Advisors
Bell Investment Advisors
California
$56.1K -$1.44K 9 0.01% Reduced
1632
Country Trust Bank
Country Trust Bank
Illinois
$56K +$18.8K 4 0% Increased
1633
Tortoise Investment Management
Tortoise Investment Management
New York
$56K -$2.55K 6 0.01% Reduced
1634
Aspiriant LLC
Aspiriant LLC
California
$55.8K -$3.67K 1 0% Reduced
1635
Winthrop Advisory Group
Winthrop Advisory Group
Massachusetts
$55.5K $0 1 0% Maintained
1636
HNB
Hilltop National Bank
Wyoming
$54.9K -$101K 6 0.01% Reduced
1637
MIM
MTM Investment Management
South Carolina
$54.6K +$1.51K 5 0.02% Increased
1638
Chilton Capital Management
Chilton Capital Management
Texas
$54.3K -$53.1K 3 0% Reduced
1639
GW&K Investment Management
GW&K Investment Management
Massachusetts
$54K +$18.8K 5 0% Increased
1640
SWCM
Sullivan Wood Capital Management
District of Columbia
$53.7K -$16.7K 1 0.08% Reduced
1641
FC
Fairscale Capital
New Hampshire
$53K $0 3 0.04% Maintained
1642
AWM
Abound Wealth Management
Tennessee
$52.9K +$31.2K 6 0.01% Increased
1643
POIA
Pin Oak Investment Advisors
Texas
$52.7K $0 3 0.04% Maintained
1644
PWMA
Pension & Wealth Management Advisors
Massachusetts
$52.5K +$53.4K 2 0.02% Increased
1645
SCM
Silvant Capital Management
Georgia
$52K $0 1 0% Maintained
1646
Evelyn Partners Investment Management
Evelyn Partners Investment Management
$50.2K -$58.2K 1 0% Reduced
1647
WMA
Wealth Management Associates
New Jersey
$49.9K $0 1 0.02% Maintained
1648
PAM
Paradigm Asset Management
New York
$49.5K $0 2 0.01% Maintained
1649
PWMG
Prestige Wealth Management Group
New Jersey
$49K +$1.96K 6 0.01% Increased
1650
EC
EntryPoint Capital
New York
$49K -$520K 1 0.02% Reduced