← 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
QTM
qPULA Trading Management
New York
$224K -$340K 1 0.83% Reduced
1802
DWM
Doyle Wealth Management
Florida
$220K -$250K 1 0.02% Reduced
1803
Financial Engines Advisors
Financial Engines Advisors
California
$219K +$1.52K 1 0% Increased
1804
LIA
LS Investment Advisors
Michigan
$219K $0 1 0.04% Maintained
1805
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$218K +$8.56K 1 0.01% Increased
1806
SA
Shilanski & Associates
Alaska
$218K +$3.61K 1 0.1% Increased
1807
SIP
Stoneridge Investment Partners
Pennsylvania
$218K -$1.04M 1 0.12% Reduced
1808
CA
CapWealth Advisors
Tennessee
$217K +$37.8K 1 0.03% Increased
1809
H6H
Hightower 6M Holding
Kansas
$217K -$335 1 0.02% Reduced
1810
HS
Horan Securities
United States
$217K +$19.9K 2 0.13% Increased
1811
Phoenix Financial
Phoenix Financial
Israel
$217K -$1.24M 1 0% Reduced
1812
MMG
Monetary Management Group
Missouri
$216K $0 1 0.07% Maintained
1813
NR
Newfound Research
Massachusetts
$216K -$86.8K 2 0.46% Reduced
1814
AGA
Accuvest Global Advisors
Utah
$215K +$224K 1 0.14% New
1815
SFA
Seneca Financial Advisors
New York
$215K -$13.1K 1 0.14% Reduced
1816
MA
Modus Advisors
Minnesota
$214K $0 1 0.11% Maintained
1817
AA
AlphaMark Advisors
Kentucky
$213K -$173 6 0.1% Reduced
1818
BFO
Biltmore Family Office
North Carolina
$213K $0 1 0.05% Maintained
1819
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$213K $0 1 0.05% Maintained
1820
WFA
Woodward Financial Advisors
North Carolina
$212K $0 1 0.2% Maintained
1821
HKIM
Hayek Kallen Investment Management
Alabama
$211K -$54.3K 1 0.09% Reduced
1822
HSWM
Hubbell Strickland Wealth Management
Louisiana
$210K +$219K 1 0.14% New
1823
OWA
Opal Wealth Advisors
New York
$210K +$2.85K 1 0.14% Increased
1824
TFP
Tilia Fiduciary Partners
North Carolina
$210K -$6.08K 7 0.2% Reduced
1825
TC
Titleist Capital
Texas
$210K -$20.4K 1 0.05% Reduced