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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
2676
EP
Elkfork Partners
Oregon
$206K +$67.2K 2 0.01% Increased
2677
PG
Proffitt & Goodson
Tennessee
$206K +$1.57K 2 0.05% Increased
2678
BWP
BSW Wealth Partners
Colorado
$204K +$1.36K 1 0.08% Increased
2679
CWM
Connecticut Wealth Management
Connecticut
$204K +$208K 1 0.03% New
2680
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$204K +$314 1 0.07% Increased
2681
SCM
Stumpf Capital Management
Arizona
$204K -$230K 1 0.17% Reduced
2682
AIP
Ahrens Investment Partners
Louisiana
$203K $0 1 0.09% Maintained
2683
BIA
Barry Investment Advisors
Massachusetts
$202K +$200K 1 0.07% New
2684
BW
Biegel & Waller
Maryland
$202K $0 1 0.1% Maintained
2685
DAM
Doheny Asset Management
California
$202K -$687K 1 0.17% Reduced
2686
CAM
Cubic Asset Management
Massachusetts
$201K -$262 1 0.06% Reduced
2687
HFA
Harbert Fund Advisors
Alabama
$201K +$168K 1 0.29% New
2688
Alesco Advisors
Alesco Advisors
New York
$200K -$31.6K 1 0.01% Reduced
2689
LIM
Lagoda Investment Management
New York
$200K $0 1 0.23% Maintained
2690
PGAM
Princeton Global Asset Management
New Jersey
$197K -$167K 3 0.12% Reduced
2691
RWA
Redhawk Wealth Advisors
Minnesota
$196K +$208K 5 0.08% New
2692
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$194K $0 1 0.07% Maintained
2693
LGWM
Litman Gregory Wealth Management
California
$194K +$109K 3 0.05% Increased
2694
Balentine LLC
Balentine LLC
Georgia
$188K +$44.3K 11 0.01% Increased
2695
ADL
Asset Dedication LLC
California
$187K -$109K 4 0.06% Reduced
2696
NIM
NuWave Investment Management
New Jersey
$186K -$1.69M 8 0.2% Reduced
2697
SFPIA
Stevens First Principles Investment Advisors
California
$181K $0 1 0.11% Maintained
2698
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$181K +$174K 1 0% New
2699
AIS
AlphaOne Investment Services
Pennsylvania
$174K +$171K 1 0.14% Increased
2700
PWP
Personal Wealth Partners
Minnesota
$158K +$164K 8 0.08% New