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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
1026
Pillsbury Lake Capital
Pillsbury Lake Capital
California
$10.7M -$3.67M 1 2.91% Reduced
1027
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$10.7M +$3.35M 37 0.4% Increased
1028
CPC
CFC Planning Company
Indiana
$10.6M +$662K 2 6.22% Increased
1029
ARS Wealth Advisors Group
ARS Wealth Advisors Group
Florida
$10.6M +$50K 2 0.83% Increased
1030
UMB Bank
UMB Bank
Missouri
$10.6M -$219K 25 0.13% Reduced
1031
Private Trust Company
Private Trust Company
Ohio
$10.6M -$81.3K 23 0.85% Reduced
1032
Deltec Asset Management
Deltec Asset Management
New York
$10.6M -$48.7K 2 1.57% Reduced
1033
GPC
Guardian Point Capital
Virginia
$10.6M $0 1 3.26% Maintained
1034
Tabor Asset Management
Tabor Asset Management
New York
$10.6M +$1.04M 2 3.24% Increased
1035
Vigil Wealth Management
Vigil Wealth Management
Florida
$10.6M $0 2 7.56% Maintained
1036
Blue Trust Inc
Blue Trust Inc
Georgia
$10.6M +$230K 22 0.11% Increased
1037
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$10.6M +$115K 14 0.12% Increased
1038
Icon Wealth Advisors
Icon Wealth Advisors
Texas
$10.6M +$1.16M 6 0.64% Increased
1039
Carolina Wealth Advisors
Carolina Wealth Advisors
South Carolina
$10.5M -$16K 5 4.13% Reduced
1040
Slagle Financial
Slagle Financial
Illinois
$10.5M -$37.2K 2 3.15% Reduced
1041
Metis Global Partners
Metis Global Partners
California
$10.5M -$2.73M 6 0.24% Reduced
1042
Atlanta Consulting Group Advisors
Atlanta Consulting Group Advisors
Georgia
$10.5M +$1.06M 5 1.66% Increased
1043
Naviter Wealth
Naviter Wealth
Arkansas
$10.5M +$1.85M 7 0.95% Increased
1044
Orca Wealth Management
Orca Wealth Management
Florida
$10.5M +$358K 3 6.28% Increased
1045
Avantax Planning Partners
Avantax Planning Partners
Iowa
$10.4M -$181K 5 0.26% Reduced
1046
Gilman Hill Asset Management
Gilman Hill Asset Management
Connecticut
$10.4M +$244K 2 1.43% Increased
1047
Dupree Financial Group
Dupree Financial Group
Kentucky
$10.4M +$292K 1 3.91% Increased
1048
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$10.4M +$391K 8 0.22% Increased
1049
Windle Wealth
Windle Wealth
Oklahoma
$10.4M +$182K 1 4.18% Increased
1050
Coronation Fund Managers
Coronation Fund Managers
South Africa
$10.4M -$51.9M 1 0.4% Reduced