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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
3351
NA
Nautilus Advisors
California
$405K $0 1 0.24% Maintained
3352
RIM
Rockbridge Investment Management
New York
$405K +$391K 2 0.03% New
3353
IWP
Invenio Wealth Partners
Florida
$405K -$867 1 0.15% Reduced
3354
PFW
Petros Family Wealth
Minnesota
$405K +$388K 1 0.25% New
3355
ERWM
Elk River Wealth Management
Colorado
$404K $0 1 0.06% Maintained
3356
WDL
Well Done LLC
Michigan
$404K +$1.89K 1 0.05% Increased
3357
TWA
Trace Wealth Advisors
California
$404K -$40.5K 1 0.26% Reduced
3358
MWP
Meridian Wealth Partners
Pennsylvania
$404K +$11.3K 1 0.05% Increased
3359
MBAM
Mink Brook Asset Management
Florida
$404K $0 2 0.18% Maintained
3360
POIA
Pin Oak Investment Advisors
Texas
$404K -$10K 6 0.29% Reduced
3361
GFL
Granite FO LLC
New Hampshire
$402K $0 3 0.21% Maintained
3362
RCM
RMR Capital Management
California
$402K $0 1 0.28% Maintained
3363
MFC
Mechanics Financial Corp
Ohio
$401K +$42.4K 5 0.14% Increased
3364
MCM
Maple Capital Management
Vermont
$401K -$14K 1 0.02% Reduced
3365
PGIM Custom Harvest
PGIM Custom Harvest
New Jersey
$401K +$384K 1 0.01% New
3366
PWMG
Prestige Wealth Management Group
New Jersey
$400K -$463K 11 0.07% Reduced
3367
PPWM
PFG Private Wealth Management
Florida
$399K +$13.1K 1 0.17% Increased
3368
CMI
Clare Market Investments
Texas
$397K +$19.3K 1 0.07% Increased
3369
MCWS
McKinley Carter Wealth Services
West Virginia
$397K +$113K 1 0.02% Increased
3370
OPWM
Oregon Pacific Wealth Management
Oregon
$395K -$65.4K 1 0.37% Reduced
3371
SWTS
Stonehaven Wealth & Tax Solutions
Wisconsin
$395K +$35.3K 1 0.32% Increased
3372
AFS
Axiom Financial Strategies
Indiana
$395K +$15.3K 1 0.12% Increased
3373
GP
Geneva Partners
Wisconsin
$394K +$382K 1 0.11% New
3374
CWM
Cranbrook Wealth Management
Michigan
$394K +$1.46K 3 0.07% Increased
3375
BDWCC
B&D White Capital Company
Texas
$393K +$422K 1 0.04% New