← All themes

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
3301
BIP Wealth
BIP Wealth
Georgia
$234K $0 1 0.02% Maintained
3302
QCIG
Quad-Cities Investment Group
Iowa
$233K -$30.7K 1 0.13% Reduced
3303
CFA
Cahill Financial Advisors
Minnesota
$232K +$9.68K 1 0.03% Increased
3304
OPOWM
One Plus One Wealth Management
Florida
$232K $0 1 0.13% Maintained
3305
MA
Modus Advisors
Minnesota
$232K -$4.12K 1 0.08% Reduced
3306
SWM
Seed Wealth Management
Illinois
$232K -$238K 1 0.2% Reduced
3307
Aspiriant LLC
Aspiriant LLC
California
$231K -$630K 1 0.01% Reduced
3308
TCOK
Trust Company of Kansas
Kansas
$231K $0 1 0.12% Maintained
3309
CWM
Concentrum Wealth Management
California
$229K -$489 1 0.1% Reduced
3310
WH
Willner & Heller
California
$229K -$13.4K 1 0.22% Reduced
3311
TCOO
Trust Company of Oklahoma
Oklahoma
$229K -$12.3K 1 0.08% Reduced
3312
SFP
Shepherd Financial Partners
Massachusetts
$229K -$98 1 0.03% Reduced
3313
CUAMC
China Universal Asset Management Company
China
$228K -$558K 1 0.03% Reduced
3314
WIA
Wetzel Investment Advisors
Indiana
$228K -$22.4K 13 0.13% Reduced
3315
HC
Hara Capital
Washington
$228K +$17.2K 1 0.15% Increased
3316
MWM
MBE Wealth Management
Wisconsin
$228K +$220K 1 0.14% New
3317
GWM
Greenhouse Wealth Management
Connecticut
$227K $0 1 0.17% Maintained
3318
FWA
FSC Wealth Advisors
New York
$227K -$6.38K 4 0.17% Reduced
3319
KWA
Kellett Wealth Advisors
Ohio
$227K -$20.9K 1 0.18% Reduced
3320
BWAM
Boyd Watterson Asset Management
Ohio
$226K $0 5 0.06% Maintained
3321
IDA
Intelligence Driven Advisers
California
$226K +$220K 1 0.03% New
3322
ILI
Invesco LLC (Illinois)
Illinois
$226K +$212K 1 0.09% New
3323
EWM
Elite Wealth Management
Washington
$225K -$82.2K 1 0.01% Reduced
3324
NP
Ninepoint Partners
Ontario, Canada
$224K +$11.5K 2 0.02% Increased
3325
FCMA
Foresight Capital Management Advisors
Michigan
$224K $0 1 0.15% Maintained