← 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
1951	MCI MRP Capital Investments Alpharetta, Georgia	$106K	-$602K	3	0.12%	Reduced
1952	OIA Optimum Investment Advisors Chicago, Illinois	$106K	$0	2	0.06%	Maintained
1953	RFA Register Financial Advisors Atlanta, Georgia	$104K	-$1.11K	1	0.08%	Reduced
1954	Arax Advisory Partners Denver, Colorado	$102K	-$10.6K	4	0.01%	Reduced
1955	PVH Psagot Value Holdings Tel Aviv, Israel	$102K	+$111K	3	0.04%	New
1956	First Pacific Advisors El Segundo, California	$102K	$0	1	0%	Maintained
1957	JSAM J. Safra Asset Management New York	$101K	+$99.9K	1	0.02%	New
1958	UCB United Community Bank Greenville, South Carolina	$98.9K	-$22.3K	1	0.09%	Reduced
1959	IFWM Institute for Wealth Management Denver, Colorado	$98.9K	$0	1	0.02%	Maintained
1960	CCP Carmel Capital Partners San Diego, California	$98.4K	+$97.1K	3	0.06%	New
1961	EWM Endowment Wealth Management Appleton, Wisconsin	$97.6K	-$1.07K	1	0.1%	Reduced
1962	AFG Albion Financial Group Salt Lake City, Utah	$97.5K	$0	3	0.01%	Maintained
1963	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$97.5K	+$63.9K	1	0.07%	Increased
1964	WWP WR Wealth Planners Columbia, Missouri	$97.2K	+$76.7K	7	0.04%	Increased
1965	WMA Wealth Management Associates Cherry Hill, New Jersey	$94.3K	+$7.99K	1	0.06%	Increased
1966	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$94.1K	$0	2	0.05%	Maintained
1967	RWM Raffa Wealth Management Washington, District of Columbia	$93.9K	$0	9	0.03%	Maintained
1968	SC Solstein Capital Menlo Park, California	$93.9K	-$72.4K	1	0.08%	Reduced
1969	TCM Tradewinds Capital Management Bellingham, Washington	$92.9K	-$7.03K	2	0.03%	Reduced
1970	DSC Duncker Streett & Co St. Louis, Missouri	$92.6K	-$30.3K	1	0.02%	Reduced
1971	EWM Evermay Wealth Management Arlington, Virginia	$91.3K	$0	1	0.02%	Maintained
1972	CGA Channing Global Advisors Miami, Florida	$90.7K	$0	1	0.1%	Maintained
1973	PP Pacifica Partners Surrey, Canada	$88.3K	+$1.43K	3	0.05%	Increased
1974	SN Sittner & Nelson Eugene, Oregon	$86K	$0	2	0.05%	Maintained
1975	AIP Ahrens Investment Partners Lafayette, Louisiana	$83.9K	+$81.6K	4	0.04%	New