← 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
2026
XSC
X-Square Capital
Puerto Rico
$33K $0 1 0.02% Maintained
2027
AIA
Angeles Investment Advisors
California
$32.5K +$4.83K 1 0% Increased
2028
ADL
Asset Dedication LLC
California
$32K +$27K 4 0% Increased
2029
FMP
Financial Management Professionals
Texas
$32K -$43.3K 5 0.01% Reduced
2030
HB
Horizon Bancorp
Indiana
$32K -$14.8K 1 0.02% Reduced
2031
SHIM
Stone House Investment Management
Pennsylvania
$31.8K +$32.5K 1 0.01% New
2032
Foster Group
Foster Group
Iowa
$31.2K -$6.75K 1 0% Reduced
2033
NECFA
New England Capital Financial Advisors
Connecticut
$30.7K $0 1 0.02% Maintained
2034
HWM
HighMark Wealth Management
Minnesota
$30.5K -$783 2 0.03% Reduced
2035
ACP
Arcus Capital Partners
Georgia
$30.3K $0 1 0.01% Maintained
2036
GW&K Investment Management
GW&K Investment Management
Massachusetts
$30K +$637 5 0% Increased
2037
HDIM
Hanson & Doremus Investment Management
Vermont
$30K $0 1 0.01% Maintained
2038
AWM
Activest Wealth Management
Florida
$30K +$23.6K 3 0.02% Increased
2039
OSNBOA
Old Second National Bank of Aurora
Illinois
$29.8K -$81.7K 1 0.01% Reduced
2040
Y.D. More Investments
Y.D. More Investments
Israel
$29.8K $0 1 0.01% Maintained
2041
SMA
Seven Mile Advisory
New Jersey
$28.9K +$1.47K 1 0.03% Increased
2042
AWM
Alterna Wealth Management
Texas
$28.8K $0 1 0.04% Maintained
2043
NRG
Nemes Rush Group
Michigan
$27.3K -$17.3K 2 0.01% Reduced
2044
HC
Hamilton Capital
Ohio
$27.3K -$4.15K 1 0% Reduced
2045
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$27.2K -$1.22K 1 0.01% Reduced
2046
CWM
CarsonAllaria Wealth Management
Illinois
$26.6K $0 3 0.02% Maintained
2047
FSWA
Financial Synergies Wealth Advisors
Texas
$26K +$170 6 0% Increased
2048
CWA Asset Management Group
CWA Asset Management Group
Florida
$25.8K $0 1 0% Maintained
2049
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$25.7K +$22.7K 1 0% New
2050
VWM
Valley Wealth Managers
New Jersey
$25.1K $0 1 0% Maintained