← 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
NWMG
Nicholson Wealth Management Group
South Carolina
$0 -$1.63M 0 – Closed
2002
Norges Bank
Norges Bank
Norway
$0 -$445M 0 – Closed
2003
NWM
Nova Wealth Management
Florida
$0 -$1.87K 0 – Closed
2004
OW
Olistico Wealth
Oklahoma
$0 -$20 0 – Closed
2005
OWCM
One Wealth Capital Management
Arizona
$0 -$202K 0 – Closed
2006
OC
Optima Capital
Oregon
$0 -$25.4K 0 – Closed
2007
ORG
Optimist Retirement Group
Washington
$0 -$689K 0 – Closed
2008
OPWM
Oregon Pacific Wealth Management
Oregon
$0 -$272K 0 – Closed
2009
P
Palladiem
Pennsylvania
$0 -$4.5K 0 – Closed
2010
PSFG
Park Square Financial Group
Georgia
$0 -$10.9K 0 – Closed
2011
PLU
Performa Ltd (US)
South Carolina
$0 -$903 0 – Closed
2012
PA
PharVision Advisers
Florida
$0 -$453K 0 – Closed
2013
PAG
Poinciana Advisors Group
Florida
$0 -$1.38M 0 – Closed
2014
PL
Polianta Ltd
Jersey
$0 -$1.41M 0 – Closed
2015
PCM
Polymer Capital Management
New York
$0 -$1.9M 0 – Closed
2016
PCM
Prelude Capital Management
New York
$0 -$1.33M 0 – Closed
2017
PSP
Principal Street Partners
Tennessee
$0 -$210K 0 – Closed
2018
PCMF
Private Capital Management (Florida)
Florida
$0 -$1.92M 0 – Closed
2019
PHIMC
Private Harbour Investment Management & Counsel
Ohio
$0 -$850K 0 – Closed
2020
QWM
Quadcap Wealth Management
Texas
$0 -$246K 0 – Closed
2021
QA
Quattro Advisors
Pennsylvania
$0 -$832 0 – Closed
2022
Q1WB
Quest 10 Wealth Builders
Virginia
$0 -$1.54K 0 – Closed
2023
RSVP
Ramsay Stattman Vela & Price
Colorado
$0 -$297K 0 – Closed
2024
RLH
RD Lewis Holdings
Florida
$0 -$235K 0 – Closed
2025
RAM
Reflection Asset Management
South Carolina
$0 -$18.1K 0 – Closed