← 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
1776	LS Leelyn Smith Geneva, Illinois	$209K	-$578K	1	0.07%	Reduced
1777	LWP Legacy Wealth Planning Reno, Nevada	$209K	+$196K	1	0.27%	New
1778	B Bridgeworth Birmingham, Alabama	$207K	+$183K	1	0.07%	New
1779	SG StoneX Group New York	$207K	-$62.7K	1	0.05%	Reduced
1780	Brighton Jones LLC Seattle, Washington	$206K	+$185K	1	0.01%	New
1781	BWA Burt Wealth Advisors North Bethesda, Maryland	$206K	$0	1	0.07%	Maintained
1782	SRC Shufro Rose & Co New York	$206K	+$194K	1	0.02%	New
1783	Hancock Whitney Gulfport, Mississippi	$205K	+$183K	1	0.01%	New
1784	COF Capital One Financial Mclean, Virginia	$204K	-$302K	1	0.03%	Reduced
1785	APA Allegiant Private Advisors Sarasota, Florida	$203K	+$182K	1	0.04%	New
1786	MAM McLean Asset Management Tysons, Virginia	$203K	+$182K	1	0.18%	New
1787	MMG Monetary Management Group St Louis, Missouri	$203K	$0	1	0.07%	Maintained
1788	PWM Palumbo Wealth Management Great Neck, New York	$202K	+$189K	1	0.16%	New
1789	VCA Verdence Capital Advisors Hunt Valley, Maryland	$202K	+$190K	1	0.04%	New
1790	WCM Weld Capital Management New York	$200K	+$185K	1	0.08%	New
1791	NSB Norway Savings Bank Portland, Maine	$197K	+$21.2K	2	0.11%	Increased
1792	PWMG Prestige Wealth Management Group Flemington, New Jersey	$197K	-$14K	6	0.05%	Reduced
1793	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$194K	+$12K	8	0.05%	Increased
1794	IF IRON Financial Northbrook, Illinois	$192K	-$58.8K	1	0.1%	Reduced
1795	LWM Liberty Wealth Management Oakland, California	$186K	-$26.2K	4	0.09%	Reduced
1796	TC Truvestments Capital Sarasota, Florida	$183K	+$129K	4	0.13%	Increased
1797	OIA Optimum Investment Advisors Chicago, Illinois	$181K	-$5.9K	3	0.06%	Reduced
1798	TF Tompkins Financial Ithaca, New York	$180K	-$48.6K	3	0.03%	Reduced
1799	SWA SOA Wealth Advisors New York	$179K	+$163K	5	0.05%	New
1800	Simon Quick Advisors Morristown, New Jersey	$178K	+$94.8K	3	0.05%	Increased