← 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
ORG Wealth Partners
ORG Wealth Partners
Texas
$110K +$102K 1 0.04% New
1927
ARMT
Amica Retiree Medical Trust
Rhode Island
$109K +$105K 1 0.09% New
1928
Evermay Wealth Management
Evermay Wealth Management
Virginia
$109K -$2.48K 2 0.02% Reduced
1929
HNB
Hilltop National Bank
Wyoming
$108K $0 7 0.03% Maintained
1930
TWD
True Wealth Design
Ohio
$107K +$80.1K 3 0.04% Increased
1931
TCG
Transcendent Capital Group
Oklahoma
$106K $0 2 0.05% Maintained
1932
DSC
Duncker Streett & Co
Missouri
$106K $0 1 0.02% Maintained
1933
CTC
Cetera Trust Company
Minnesota
$104K -$24.8K 2 0.06% Reduced
1934
OIA
Optimum Investment Advisors
Illinois
$103K $0 1 0.04% Maintained
1935
RCM
RMR Capital Management
California
$103K +$104K 1 0.08% New
1936
SIG North Trading
SIG North Trading
Pennsylvania
$101K +$48K 1 0% Increased
1937
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$98.2K $0 1 0.07% Maintained
1938
Salomon & Ludwin
Salomon & Ludwin
Virginia
$97.1K +$4.76K 3 0.01% Increased
1939
Albion Financial Group
Albion Financial Group
Utah
$96.9K $0 3 0.01% Maintained
1940
MAM
Morse Asset Management
Connecticut
$95.4K +$88.3K 2 0.02% New
1941
POIA
Pin Oak Investment Advisors
Texas
$95K +$1.57K 4 0.09% Increased
1942
Newbridge Financial Services Group
Newbridge Financial Services Group
Florida
$94.3K +$606 3 0.03% Increased
1943
CA
Centerpoint Advisors
Massachusetts
$93K -$30K 3 0.03% Reduced
1944
UIA
Ulland Investment Advisors
Minnesota
$93K -$12K 1 0.07% Reduced
1945
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$91.8K +$104K 1 0% New
1946
Traynor Capital Management
Traynor Capital Management
Pennsylvania
$91.3K +$7.56K 2 0.01% Increased
1947
OR
Olympiad Research
Connecticut
$91.2K $0 2 0.06% Maintained
1948
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$91.1K -$1.08K 5 0% Reduced
1949
PWM
Partnership Wealth Management
Maryland
$90.7K -$233K 2 0.06% Reduced
1950
PFA
Pathway Financial Advisers
Indiana
$90.6K +$84.2K 1 0.04% New