← 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
2001	PP Pacifica Partners Surrey, Canada	$79.9K	-$1.07K	3	0.05%	Reduced
2002	BIA Bell Investment Advisors Oakland, California	$79.2K	+$11.4K	9	0.02%	Increased
2003	CreativeOne Wealth Overland Park, Kansas	$79K	+$10.2K	1	0%	Increased
2004	FRA Front Row Advisors Tiburon, California	$78K	+$60	3	0.03%	Increased
2005	FMP Financial Management Professionals Austin, Texas	$76K	+$3.88K	5	0.01%	Increased
2006	TFA Transamerica Financial Advisors St. Petersburg, Florida	$76K	$0	4	0.01%	Maintained
2007	SCM Silvant Capital Management Atlanta, Georgia	$75.7K	$0	1	0%	Maintained
2008	PCM Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$75.7K	$0	1	0.03%	Maintained
2009	CAL Capital Advisors Ltd Shaker Heights, Ohio	$75K	+$8.74K	4	0.01%	Increased
2010	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$74.7K	+$2.32K	4	0.02%	Increased
2011	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$73.8K	+$5.88K	2	0.06%	Increased
2012	JIR James Investment Research Alpha, Ohio	$73.7K	-$33K	1	0.01%	Reduced
2013	BCM Bluefin Capital Management New York	$72.4K	+$92.2K	2	0.01%	New
2014	M MOTCO San Antonio, Texas	$71K	+$21.5K	5	0%	Increased
2015	JAM JCIC Asset Management Toronto, Ontario, Canada	$69.4K	$0	1	0.03%	Maintained
2016	TCM Tradewinds Capital Management Bellingham, Washington	$67.9K	-$171	2	0.02%	Reduced
2017	RW Regimen Wealth Atlanta, Georgia	$67.3K	$0	1	0.03%	Maintained
2018	Livforsakringsbolaget Skandia Stockholm, Sweden	$65.1K	$0	3	0.01%	Maintained
2019	FA Fiduciary Alliance Greenville, South Carolina	$65K	+$65.4K	6	0.01%	New
2020	CIA Cape Investment Advisory Mcdonough, Georgia	$63.8K	+$2.64K	8	0.04%	Increased
2021	FIA FNY Investment Advisers New York	$63K	-$14.7K	3	0.08%	Reduced
2022	ME McIlrath & Eck Arlington, Washington	$63K	-$5.52K	2	0.01%	Reduced
2023	DAM Delta Asset Management Memphis, Tennessee	$61.7K	+$6.18K	5	0.01%	Increased
2024	OCM Osterweis Capital Management San Francisco, California	$61.5K	$0	1	0%	Maintained
2025	IFWM Institute for Wealth Management Denver, Colorado	$61K	$0	1	0.01%	Maintained