← 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
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$212K -$267K 5 0.01% Reduced
1927
TAM
Tucker Asset Management
Colorado
$212K +$53.3K 4 0.05% Increased
1928
GL
Graypoint LLC
New York
$211K -$1.37K 1 0.02% Reduced
1929
LIA
LBMC Investment Advisors
Tennessee
$211K +$196K 1 0.02% New
1930
FW
FirstPurpose Wealth
Utah
$210K -$46.2K 1 0.08% Reduced
1931
KHCM
Kirtland Hills Capital Management
Ohio
$209K +$218K 1 0.18% New
1932
FSA
Franklin Street Advisors
North Carolina
$209K +$195K 1 0.02% New
1933
RIA
Richwood Investment Advisors
Ohio
$208K -$7.46K 1 0.18% Reduced
1934
Aristeia Capital
Aristeia Capital
Connecticut
$208K -$30K 1 0% Reduced
1935
BBNB
Baker Boyer National Bank
Washington
$207K $0 1 0.07% Maintained
1936
GFA
Gallagher Fiduciary Advisors
Illinois
$207K +$193K 1 0.01% New
1937
GHA
Granite Harbor Advisors
Texas
$206K +$192K 1 0.14% New
1938
CAM
Campion Asset Management
Virginia
$206K +$195K 1 0.16% New
1939
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$206K -$855K 1 0.01% Reduced
1940
HFP
Holistic Financial Partners
Indiana
$206K +$192K 1 0.1% New
1941
BMC
Benin Management Corp
Connecticut
$206K +$192K 1 0.07% New
1942
Waverly Advisors
Waverly Advisors
Alabama
$206K +$192K 1 0% New
1943
JTBR
James T. Borello RIA
Illinois
$205K +$202K 1 0.09% New
1944
AT
Arden Trust
Delaware
$204K -$24.6K 1 0.03% Reduced
1945
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$204K +$24.9K 2 0% Increased
1946
AFT
Alpha Family Trust
California
$204K +$190K 1 0.12% New
1947
GCM
Greenland Capital Management
New York
$203K +$192K 1 0.02% New
1948
IA
Insight Advisors
Pennsylvania
$202K +$188K 1 0.04% New
1949
BFA
Brendel Financial Advisors
New Hampshire
$202K +$189K 1 0.23% New
1950
IFU
iSAM Funds (UK)
United Kingdom
$202K +$190K 1 0.12% New