← 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
1701
LIA
LS Investment Advisors
Michigan
$243K $0 1 0.03% Maintained
1702
OWA
Opal Wealth Advisors
New York
$243K -$9.1K 1 0.23% Reduced
1703
PHAM
Palisades Hudson Asset Management
Florida
$242K $0 1 0.11% Maintained
1704
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$242K +$94.1K 4 0% Increased
1705
KFA
Kelleher Financial Advisors
New York
$241K +$250K 1 0.11% New
1706
VWA
Visionary Wealth Advisors
Illinois
$241K +$78.4K 1 0.02% Increased
1707
LIM
Leavell Investment Management
Alabama
$240K $0 1 0.02% Maintained
1708
MC
Machina Capital
France
$240K +$254K 1 0.52% New
1709
MFS
Mirabella Financial Services
United Kingdom
$240K +$254K 1 0.03% New
1710
MA
Modus Advisors
Minnesota
$240K -$222K 1 0.1% Reduced
1711
BFO
Biltmore Family Office
North Carolina
$239K $0 1 0.06% Maintained
1712
IWN
Independent Wealth Network
Iowa
$239K +$247K 1 0.16% New
1713
PFS
Physicians Financial Services
North Carolina
$239K $0 1 0.1% Maintained
1714
COF
Capital One Financial
Virginia
$238K $0 1 0.03% Maintained
1715
CWA
Clearview Wealth Advisors
Oregon
$238K -$23.1K 5 0.15% Reduced
1716
Conning Inc
Conning Inc
Connecticut
$238K -$32.7K 1 0.01% Reduced
1717
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$238K -$218K 1 0.02% Reduced
1718
SLWA
San Luis Wealth Advisors
California
$238K +$251K 1 0.13% New
1719
NFG
Norris Financial Group
South Carolina
$238K -$12.7K 1 0.16% Reduced
1720
CS
Capital Square
Tennessee
$236K +$31.4K 1 0.17% Increased
1721
RE
RBC Europe
United Kingdom
$236K -$37.7K 5 0.01% Reduced
1722
3LCM
3D/L Capital Management
Connecticut
$235K +$655 1 0.06% Increased
1723
MCCP
Mission Creek Capital Partners
California
$234K $0 1 0.04% Maintained
1724
BIA
Barry Investment Advisors
Massachusetts
$233K $0 1 0.06% Maintained
1725
BWM
BerganKDV Wealth Management
Minnesota
$233K -$27.8K 6 0.03% Reduced