← 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
1926
SAM
S.A. Mason
Michigan
$154K $0 3 0.11% Maintained
1927
CGA
Channing Global Advisors
Florida
$153K +$57.7K 1 0.15% Increased
1928
JWA
JFS Wealth Advisors
Pennsylvania
$152K +$4.9K 10 0.01% Increased
1929
1WM
1900 Wealth Management
Texas
$149K $0 1 0.02% Maintained
1930
JEST
JTC Employer Solutions Trustee
Jersey
$149K $0 1 0.01% Maintained
1931
ZB
Zions Bancorporation
Utah
$147K -$10K 5 0.01% Reduced
1932
POIA
Pin Oak Investment Advisors
Texas
$146K +$1.45K 5 0.16% Increased
1933
CA
CapWealth Advisors
Tennessee
$145K +$42.9K 1 0.02% Increased
1934
CWC
Carolinas Wealth Consulting
North Carolina
$145K -$1.65K 4 0.03% Reduced
1935
Meitav Investment House
Meitav Investment House
Israel
$145K -$517K 2 0% Reduced
1936
KFI
Key Financial Inc
Pennsylvania
$142K +$193 6 0.05% Increased
1937
HCP
Hexagon Capital Partners
Arkansas
$140K -$18.2K 6 0.04% Reduced
1938
BWAM
Boyd Watterson Asset Management
Ohio
$140K $0 2 0.06% Maintained
1939
NFSG
Newbridge Financial Services Group
Florida
$140K +$10.2K 5 0.07% Increased
1940
RCG
Rock Creek Group
District of Columbia
$139K +$129K 1 0.02% New
1941
FP
Financial Perspectives
Minnesota
$137K $0 4 0.06% Maintained
1942
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$137K +$6.65K 3 0.03% Increased
1943
UCB
United Community Bank
South Carolina
$135K +$25.7K 1 0.12% Increased
1944
TAM
Tucker Asset Management
Colorado
$133K -$6.08K 2 0.04% Reduced
1945
TA
Teton Advisors
New York
$131K $0 1 0.04% Maintained
1946
KLWA
Kelly Lawrence W & Associates
California
$127K $0 2 0.03% Maintained
1947
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$126K -$10.4M 1 0% Reduced
1948
GJIA
Glass Jacobson Investment Advisors
Maryland
$125K +$130K 4 0.06% New
1949
HCM
Hollencrest Capital Management
California
$124K -$17.9K 4 0.01% Reduced
1950
MTIC
Missouri Trust & Investment Company
Missouri
$124K +$1.43K 2 0.07% Increased