← 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
WB
West Bancorporation
Iowa
$220K $0 1 0.16% Maintained
1802
PJWM
Philip James Wealth Mangement
Georgia
$219K -$772 1 0.15% Reduced
1803
SCG
Sonata Capital Group
Washington
$219K $0 1 0.11% Maintained
1804
SWM
Stockman Wealth Management
Montana
$219K -$3.86K 1 0.04% Reduced
1805
AC
Avestar Capital
New York
$219K -$21.4K 1 0.02% Reduced
1806
JCM
Jacobsen Capital Management
Utah
$218K -$1.54K 1 0.1% Reduced
1807
HH
Hilltop Holdings
Texas
$217K -$17.1K 1 0.03% Reduced
1808
MWA
Monograph Wealth Advisors
California
$217K $0 1 0.03% Maintained
1809
GHA
Granite Harbor Advisors
Texas
$217K +$21.3K 1 0.14% Increased
1810
FWP
FAS Wealth Partners
Kansas
$217K -$9K 1 0.02% Reduced
1811
TCOTS
Trust Company of the South
North Carolina
$215K $0 1 0.05% Maintained
1812
RC
Roundview Capital
New Jersey
$214K -$179K 1 0.02% Reduced
1813
IF
Intrua Financial
Texas
$214K -$34.5K 1 0.03% Reduced
1814
TNB
Thomasville National Bank
Georgia
$213K -$23.9K 1 0.02% Reduced
1815
EBA
Eagle Bay Advisors
New York
$213K +$94.9K 4 0.13% Increased
1816
SRC
Sage Rhino Capital
California
$213K -$36.8K 1 0.05% Reduced
1817
RWB
RMR Wealth Builders
New Jersey
$212K -$264K 1 0.02% Reduced
1818
WRM
Weybosset Research & Management
Rhode Island
$212K $0 1 0.08% Maintained
1819
RWM
Raffa Wealth Management
District of Columbia
$212K $0 8 0.06% Maintained
1820
FAFN
First Affirmative Financial Network
Colorado
$212K -$226K 1 0.15% Reduced
1821
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$212K $0 1 0.04% Maintained
1822
C
Covestor
United Kingdom
$211K -$82.6K 7 0.14% Reduced
1823
GHAM
Gilman Hill Asset Management
Connecticut
$211K $0 1 0.04% Maintained
1824
RWM
Revisor Wealth Management
Ohio
$211K -$119K 1 0.15% Reduced
1825
GIP
Greatmark Investment Partners
Georgia
$211K $0 1 0.03% Maintained