← 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
1801
Farr Miller & Washington
Farr Miller & Washington
District of Columbia
$230K +$451 1 0.02% Increased
1802
Parcion Private Wealth
Parcion Private Wealth
Washington
$230K -$4.19M 1 0.03% Reduced
1803
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors
Maryland
$229K +$199K 1 0.02% New
1804
CFO
Colony Family Offices
North Carolina
$229K +$217K 1 0.18% New
1805
DLG
Daniel L. Goodwin
$229K $0 1 0.12% Maintained
1806
German American Bancorp
German American Bancorp
Indiana
$229K +$1.13K 1 0.04% Increased
1807
SAM
SignalPoint Asset Management
Missouri
$229K +$199K 1 0.08% New
1808
BWM
Buckley Wealth Management
Nevada
$228K $0 1 0.08% Maintained
1809
CCG
Ceeto Capital Group
Florida
$228K $0 1 0.11% Maintained
1810
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$228K $0 1 0.02% Maintained
1811
LBMC Investment Advisors
LBMC Investment Advisors
Tennessee
$228K $0 1 0.02% Maintained
1812
WMC
Westwood Management Corporation
Illinois
$228K $0 1 0.02% Maintained
1813
Wilkinson Global Asset Management
Wilkinson Global Asset Management
New York
$228K +$225K 1 0.01% New
1814
WMA
Wealth Management Associates
New Jersey
$227K +$235K 1 0.14% New
1815
SCM
SOL Capital Management
Maryland
$227K $0 1 0.05% Maintained
1816
Check Capital Management
Check Capital Management
California
$226K -$136K 1 0.01% Reduced
1817
FL
Fort LP
Maryland
$226K -$236K 1 0.06% Reduced
1818
LJHT
Laurie J. Hall Trustee
$226K -$18.3K 3 0.09% Reduced
1819
Todd Asset Management
Todd Asset Management
Kentucky
$226K $0 1 0.01% Maintained
1820
RTS
Round Table Services
New Jersey
$223K +$220K 1 0.05% New
1821
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$222K $0 1 0.02% Maintained
1822
TCB
Texas Capital Bancshares
Texas
$222K $0 1 0.18% Maintained
1823
StoneX Group
StoneX Group
New York
$221K +$6.31K 1 0.04% Increased
1824
McLean Asset Management
McLean Asset Management
Virginia
$220K $0 1 0.17% Maintained
1825
MWM
Minot Wealth Management
Massachusetts
$219K +$654 1 0.06% Increased