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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
2576
MFS
Madrona Financial Services
Washington
$269K -$737 1 0.23% Reduced
2577
MFG
Monte Financial Group
Connecticut
$268K +$282K 1 0.27% New
2578
SRC
Shufro Rose & Co
New York
$268K $0 1 0.03% Maintained
2579
GWM
GSB Wealth Management
Connecticut
$264K $0 1 1.19% Maintained
2580
BW
Biegel & Waller
Maryland
$263K +$227K 1 0.15% New
2581
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$263K -$777K 4 0.02% Reduced
2582
AFG
American Financial Group
Ohio
$260K $0 1 0.03% Maintained
2583
Truepoint Inc
Truepoint Inc
Ohio
$260K -$304K 1 0.02% Reduced
2584
VWA
V Wealth Advisors
Kansas
$258K +$39.2K 1 0.13% Increased
2585
TCCM
Timber Creek Capital Management
Massachusetts
$257K $0 4 0.16% Maintained
2586
ADL
Asset Dedication LLC
California
$256K +$176K 5 0.1% Increased
2587
QF
QVT Financial
New York
$256K $0 1 0.01% Maintained
2588
SI
Shaker Investments
Ohio
$255K $0 1 0.17% Maintained
2589
VC
Vestor Capital
Illinois
$255K -$23.8K 2 0.06% Reduced
2590
TCB
Texas Capital Bancshares
Texas
$254K -$4.79K 1 0.57% Reduced
2591
UWM
USAdvisors Wealth Management
Minnesota
$254K +$240K 1 0.22% New
2592
JWM
Janiczek Wealth Management
Colorado
$253K +$3.41K 1 0.14% Increased
2593
AGM
Alpine Global Management
New York
$252K -$201K 0 – Closed
2594
LCM
Legato Capital Management
California
$252K $0 1 0.04% Maintained
2595
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
$252K +$236K 1 0.15% New
2596
CANC
Culbertson A N & Co
Virginia
$251K +$236K 1 0.07% New
2597
BPCA
Bank Pictet & Cie (Asia)
Singapore
$250K +$252K 1 0.11% New
2598
EIA
Edgemoor Investment Advisors
Maryland
$249K -$29K 1 0.03% Reduced
2599
RWM
Rench Wealth Management
Texas
$249K +$213 1 0.16% Increased
2600
OCM
Orleans Capital Management
Louisiana
$248K -$60.3K 1 0.18% Reduced