← 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
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$75.7K +$8.99K 4 0.01% Increased
1977
CAS
CTC Alternative Strategies
Illinois
$73.8K -$279K 1 0.09% Reduced
1978
RWA
Roberts Wealth Advisors
California
$73.5K -$1.79M 1 0.02% Reduced
1979
TFGT
TS Financial Group (TSFG)
Illinois
$73K -$12.8K 3 0.02% Reduced
1980
CSC
Caldwell Sutter Capital
California
$72.1K +$2.6K 7 0.03% Increased
1981
CHA
Carmichael Hill & Associates
Maryland
$72K $0 2 0.03% Maintained
1982
OBWG
Onyx Bridge Wealth Group
New York
$71.3K +$65.6K 1 0.01% New
1983
VCP
Verus Capital Partners
Arizona
$71.2K -$6.73K 1 0.01% Reduced
1984
GH
GAM Holding
Switzerland
$70.8K +$65K 1 0.01% New
1985
IFWM
Institute for Wealth Management
Colorado
$70.7K $0 1 0.01% Maintained
1986
OFS
OneAscent Financial Services
Alabama
$69K +$18.7K 1 0.05% Increased
1987
PP
Pacifica Partners
Canada
$66.9K $0 3 0.03% Maintained
1988
SCM
Silvant Capital Management
Georgia
$66.1K $0 1 0% Maintained
1989
EAM
Eukles Asset Management
Ohio
$65.8K -$15.1K 2 0.03% Reduced
1990
WRPWM
Werba Rubin Papier Wealth Management
California
$64.1K +$58.9K 1 0.02% New
1991
IFG Advisory
IFG Advisory
Georgia
$63.6K +$58.5K 1 0% New
1992
SN
Sittner & Nelson
Oregon
$62.5K +$1.6K 2 0.03% Increased
1993
PP
PFS Partners
New Jersey
$62.1K $0 3 0.04% Maintained
1994
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$62.1K +$59.5K 2 0.01% New
1995
RIA
Regal Investment Advisors
Michigan
$61.8K -$1.52M 1 0% Reduced
1996
TIM
Tortoise Investment Management
New York
$61.4K -$35.1K 3 0.01% Reduced
1997
FAM
Flaharty Asset Management
Florida
$61.1K +$58.5K 4 0.01% New
1998
HWM
Hemington Wealth Management
Virginia
$61K +$66K 7 0.02% New
1999
GJIA
Glass Jacobson Investment Advisors
Maryland
$60.5K +$900 2 0.02% Increased
2000
PAG
Paladin Advisory Group
Iowa
$57.5K $0 1 0.04% Maintained