← 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
1051
HF Advisory Group
HF Advisory Group
Maryland
$10.4M -$197K 3 3.2% Reduced
1052
OP Asset Management
OP Asset Management
$10.3M +$390K 7 0.11% Increased
1053
Matrix Asset Advisors
Matrix Asset Advisors
New York
$10.3M +$4.16M 1 0.84% Increased
1054
Ballentine Partners
Ballentine Partners
Massachusetts
$10.3M +$873K 14 0.13% Increased
1055
Apella Capital
Apella Capital
Connecticut
$10.2M +$21.1K 3 0.14% Increased
1056
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services
New York
$10.2M +$501K 4 0.04% Increased
1057
HP
Havemeyer Place
Connecticut
$10.2M -$1.47M 8 1.01% Reduced
1058
Allied Investment Advisors
Allied Investment Advisors
Montana
$10.2M +$1.04M 2 1.28% Increased
1059
Axxcess Wealth Management
Axxcess Wealth Management
California
$10.1M +$3.33M 6 0.16% Increased
1060
HAM
Hedges Asset Management
Nevada
$10.1M +$9.7M 4 6.65% New
1061
DV Equities
DV Equities
Illinois
$10.1M +$10.2M 1 1.45% New
1062
Consolidated Investment Group
Consolidated Investment Group
Colorado
$10.1M $0 1 0.88% Maintained
1063
R.H. Investment Group
R.H. Investment Group
Arizona
$10.1M +$34.2K 2 7.61% Increased
1064
Fairview Capital Investment Management
Fairview Capital Investment Management
California
$10.1M -$416K 1 0.53% Reduced
1065
LVM Capital Management
LVM Capital Management
Michigan
$10M -$1.06M 3 0.84% Reduced
1066
Fiduciary Trust
Fiduciary Trust
Massachusetts
$10M +$81.5K 6 0.11% Increased
1067
Smartleaf Asset Management
Smartleaf Asset Management
Massachusetts
$10M -$4.42K 30 0.32% Reduced
1068
Aurdan Capital Management
Aurdan Capital Management
Pennsylvania
$9.9M -$325K 2 2.52% Reduced
1069
Smithfield Trust
Smithfield Trust
Pennsylvania
$9.9M -$373K 10 0.39% Reduced
1070
Hunter Associates Investment Management
Hunter Associates Investment Management
Pennsylvania
$9.9M -$446K 3 1.13% Reduced
1071
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$9.8M +$154K 7 0.28% Increased
1072
Frec Markets Inc
Frec Markets Inc
California
$9.8M +$4.41M 14 0.88% Increased
1073
SF
Symphony Financial
Texas
$9.8M +$266K 4 1.07% Increased
1074
KWMG LLC
KWMG LLC
Kansas
$9.8M +$98.2K 2 0.71% Increased
1075
Thrive Capital Management (Pennsylvania)
Thrive Capital Management (Pennsylvania)
Pennsylvania
$9.7M +$201K 3 1.84% Increased