← 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
1976	TF Tompkins Financial Ithaca, New York	$127K	+$430	4	0.02%	Increased
1977	DSC Duncker Streett & Co St. Louis, Missouri	$126K	+$31.8K	2	0.03%	Increased
1978	UCB United Community Bank Greenville, South Carolina	$125K	+$23.9K	1	0.12%	Increased
1979	LIM Lagoda Investment Management New York	$123K	-$4.41K	1	0.08%	Reduced
1980	BWM BerganKDV Wealth Management Bloomington, Minnesota	$123K	+$17K	4	0.01%	Increased
1981	TAM Tucker Asset Management Littleton, Colorado	$122K	+$27K	2	0.04%	Increased
1982	EWM Endurance Wealth Management Providence, Rhode Island	$122K	$0	5	0.02%	Maintained
1983	CWA Clearview Wealth Advisors Salem, Oregon	$122K	-$463	4	0.09%	Reduced
1984	SSG Summit Securities Group New York	$121K	-$828K	4	0%	Reduced
1985	WIM Westside Investment Management Santa Monica, California	$120K	$0	4	0.3%	Maintained
1986	CreativeOne Wealth Overland Park, Kansas	$120K	+$14.6K	1	0.01%	Increased
1987	SOW State of Wyoming Cheyenne, Wyoming	$120K	-$224K	3	0.04%	Reduced
1988	AA Alta Advisers London, United Kingdom	$116K	$0	1	0.07%	Maintained
1989	MTIC Missouri Trust & Investment Company Springfield, Missouri	$116K	$0	1	0.07%	Maintained
1990	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$116K	+$115K	2	0.05%	New
1991	CIA Capital Impact Advisors Boston, Massachusetts	$112K	$0	1	0.11%	Maintained
1992	Arax Advisory Partners Denver, Colorado	$112K	-$25.3K	5	0.02%	Reduced
1993	RFA Register Financial Advisors Atlanta, Georgia	$108K	+$112K	1	0.07%	New
1994	OIA Optimum Investment Advisors Chicago, Illinois	$108K	-$23.9K	2	0.06%	Reduced
1995	TIM Tortoise Investment Management White Plains, New York	$108K	-$526	3	0.02%	Reduced
1996	TCCM Timber Creek Capital Management Boston, Massachusetts	$107K	$0	2	0.04%	Maintained
1997	JIR James Investment Research Alpha, Ohio	$107K	-$43K	3	0.02%	Reduced
1998	IFWM Institute for Wealth Management Denver, Colorado	$105K	+$420	1	0.02%	Increased
1999	First Pacific Advisors El Segundo, California	$105K	$0	1	0%	Maintained
2000	TCM Tradewinds Capital Management Bellingham, Washington	$103K	-$455	4	0.05%	Reduced