← 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
SN
Sittner & Nelson
Oregon
$71.1K -$3.69K 2 0.04% Reduced
1952
BIA
Bell Investment Advisors
California
$70.3K -$5.9K 9 0.02% Reduced
1953
DAM
Delta Asset Management
Tennessee
$69.9K +$4.72K 5 0.01% Increased
1954
OCM
Orion Capital Management
California
$69.1K +$76.7K 2 0.04% New
1955
CAC
Certified Advisory Corp
Florida
$68.6K +$2.47M 1 0.01% New
1956
TFA
Transamerica Financial Advisors
Florida
$67K $0 4 0.01% Maintained
1957
BFPW
BOK Financial Private Wealth
Colorado
$66.9K +$6.53K 1 0.01% Increased
1958
WPWM
Western Pacific Wealth Management
Illinois
$66K -$8.35K 2 0.05% Reduced
1959
DP
Denver PWM
Colorado
$64.3K +$19.4K 2 0.03% Increased
1960
OCM
Osterweis Capital Management
California
$62.8K $0 1 0% Maintained
1961
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$62.5K $0 3 0.01% Maintained
1962
PI
PFG Investments
New York
$62.3K -$543 1 0.01% Reduced
1963
FAM
Flaharty Asset Management
Florida
$61.5K +$64.3K 4 0.01% New
1964
PCM
Pennsylvania Capital Management
Pennsylvania
$61.4K $0 1 0.03% Maintained
1965
PAM
Paradigm Asset Management
New York
$61.2K -$16.7K 2 0.02% Reduced
1966
ITIM
Indiana Trust & Investment Management
Indiana
$60.5K +$63K 3 0.03% New
1967
JAM
JCIC Asset Management
Ontario, Canada
$59.7K $0 1 0.03% Maintained
1968
CAG
Compass Advisory Group
New York
$59.5K -$191K 1 0.03% Reduced
1969
SWA
Sutton Wealth Advisors
Florida
$57.7K +$61 6 0.03% Increased
1970
ML
McAdam LLC
Pennsylvania
$57.5K -$4.7K 1 0% Reduced
1971
CIA
Cape Investment Advisory
Georgia
$56.6K -$4.21K 8 0.03% Reduced
1972
MCM
MV Capital Management
Maryland
$56.5K +$3.22K 3 0.01% Increased
1973
PAG
Paladin Advisory Group
Iowa
$56.3K $0 2 0.05% Maintained
1974
FFA
Fairfield Financial Advisors
Massachusetts
$54.8K +$261 1 0.02% Increased
1975
ME
McIlrath & Eck
Washington
$54.2K $0 2 0.01% Maintained