← 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
1901
CWA
Clearview Wealth Advisors
Oregon
$123K $0 5 0.1% Maintained
1902
ZIG
Zullo Investment Group
Pennsylvania
$123K -$42.6K 4 0.08% Reduced
1903
CT
Clearstead Trust
Maine
$121K +$128K 2 0.04% New
1904
TF
Tompkins Financial
New York
$121K $0 3 0.02% Maintained
1905
EWM
Endurance Wealth Management
Rhode Island
$120K $0 5 0.02% Maintained
1906
AA
Alta Advisers
United Kingdom
$115K +$122K 1 0.07% New
1907
MTIC
Missouri Trust & Investment Company
Missouri
$115K $0 1 0.08% Maintained
1908
CHA
Carmichael Hill & Associates
Maryland
$114K $0 3 0.06% Maintained
1909
CreativeOne Wealth
CreativeOne Wealth
Kansas
$112K +$10.5K 1 0.01% Increased
1910
Twin Tree Management
Twin Tree Management
Texas
$111K -$28.5M 2 0% Reduced
1911
CIA
Capital Impact Advisors
Massachusetts
$110K -$39.4K 1 0.11% Reduced
1912
TNA
True North Advisors
Texas
$110K $0 1 0.04% Maintained
1913
VC
Vestor Capital
Illinois
$110K $0 1 0.01% Maintained
1914
MTIM
Marathon Trading Investment Management
Pennsylvania
$109K -$43.2K 1 0.01% Reduced
1915
CWC
Carolinas Wealth Consulting
North Carolina
$108K -$25.1K 3 0.03% Reduced
1916
FCB
First Command Bank
Texas
$107K -$16K 2 0.02% Reduced
1917
FCFS
First Command Financial Services
Texas
$107K -$16K 2 0.02% Reduced
1918
IFWM
Institute for Wealth Management
Colorado
$107K -$617K 1 0.02% Reduced
1919
KLWA
Kelly Lawrence W & Associates
California
$107K $0 2 0.03% Maintained
1920
Larson Financial Group
Larson Financial Group
Missouri
$105K +$73 7 0.01% Increased
1921
TFGT
TS Financial Group (TSFG)
Illinois
$105K -$11.1K 3 0.05% Reduced
1922
First Pacific Advisors
First Pacific Advisors
California
$104K $0 1 0% Maintained
1923
TCM
Tradewinds Capital Management
Washington
$104K +$74.1K 4 0.04% Increased
1924
BWM
BerganKDV Wealth Management
Minnesota
$102K -$25K 3 0.01% Reduced
1925
TCCM
Timber Creek Capital Management
Massachusetts
$101K $0 2 0.04% Maintained