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Sin Stocks

Sin stocks are the businesses many funds are instructed to avoid — drink, tobacco, gambling, and weapons. Being excluded by others has historically left them cheap and generous with cash.

78 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2501
FA
Financial Advantage
Maryland
$38K +$40K 1 0.03% New
2502
IIA
IPG Investment Advisors
California
$37K -$239K 1 0.01% Reduced
2503
RFWA
RPg Family Wealth Advisory
Massachusetts
$35K -$12K 2 0.03% Reduced
2504
PS
Portfolio Solutions
Michigan
$29K -$167K 2 0% Reduced
2505
WAM
Watermark Asset Management
California
$29K +$2.13K 4 0.01% Increased
2506
RWG
Regal Wealth Group
California
$26K $0 2 0.02% Maintained
2507
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$25K +$14.9K 4 0% Increased
2508
SJIM
St. Johns Investment Management
Florida
$20K $0 1 0.01% Maintained
2509
CIA
Cascade Investment Advisors
Oregon
$19.6K $0 2 0.02% Maintained
2510
AGA
Accuvest Global Advisors
Utah
$15K -$1.04M 3 0.01% Reduced
2511
HWP
Hefty Wealth Partners
Indiana
$14K $0 2 0.01% Maintained
2512
HCM
Horrell Capital Management
Arkansas
$14K $0 2 0.01% Maintained
2513
LWA
Lenox Wealth Advisors
New York
$13K -$155K 6 0% Reduced
2514
FFW
Fusion Family Wealth
New York
$10K -$12K 1 0% Reduced
2515
LGWM
Litman Gregory Wealth Management
California
$7K $0 1 0% Maintained
2516
KIG
Kessler Investment Group
Indiana
$2K $0 1 0% Maintained
2517
MVIP
Mar Vista Investment Partners
California
$2K $0 1 0% Maintained
2518
SA
SRH Advisors
Kansas
$2K $0 1 0.01% Maintained
2519
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$1K -$596K 1 0% Reduced
2520
1WCM
12 West Capital Management
New York
$0 -$1.36M 0 – Closed
2521
AIM
Acrospire Investment Management
Illinois
$0 -$1.66M 0 – Closed
2522
ACM
Addison Clark Management
Connecticut
$0 -$11.9M 0 – Closed
2523
AWM
Affinity Wealth Management
Delaware
$0 -$226K 0 – Closed
2524
Allstate Corporation
Allstate Corporation
Illinois
$0 -$11M 0 – Closed
2525
AIA
Armor Investment Advisors
North Carolina
$0 -$218K 0 – Closed