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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
1176
Transcend Capital Advisors
Transcend Capital Advisors
New Jersey
$8.1M +$1.7M 7 0.55% Increased
1177
Numerai
Numerai
California
$8.08M +$2.28M 8 0.66% Increased
1178
Wealth Alliance
Wealth Alliance
New York
$8.08M +$195K 6 0.68% Increased
1179
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$8.08M -$3.59M 5 0.18% Reduced
1180
Addison Capital
Addison Capital
Pennsylvania
$8.06M -$615K 4 1.32% Reduced
1181
GWM
Gibbs Wealth Management
Georgia
$8.05M +$502K 7 0.97% Increased
1182
Kennedy Capital Management
Kennedy Capital Management
Missouri
$8.05M -$151K 3 0.14% Reduced
1183
CWM
Cornerstone Wealth Management
Missouri
$8.05M +$200K 6 0.35% Increased
1184
Personal CFO Solutions
Personal CFO Solutions
New Jersey
$8.04M +$487K 8 1.16% Increased
1185
Peterson Wealth Services
Peterson Wealth Services
Utah
$8.04M +$1.66M 3 1.75% Increased
1186
Tufton Capital Management
Tufton Capital Management
Maryland
$8.04M -$25.8K 3 1.35% Reduced
1187
Capital Investment Advisory Services
Capital Investment Advisory Services
North Carolina
$8.03M +$322K 3 0.5% Increased
1188
Belpointe Asset Management
Belpointe Asset Management
Nevada
$8.01M +$445K 8 0.26% Increased
1189
Mengis Capital Management
Mengis Capital Management
Oregon
$8.01M -$23.9K 1 1.22% Reduced
1190
Howard Capital Management Group
Howard Capital Management Group
California
$7.98M $0 2 0.49% Maintained
1191
Kentucky Farm Bureau Mutual Insurance
Kentucky Farm Bureau Mutual Insurance
Kentucky
$7.98M $0 3 2.21% Maintained
1192
GA
GFS Advisors
Texas
$7.96M -$1.55M 1 0.84% Reduced
1193
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$7.91M +$143K 4 0.15% Increased
1194
Core Capital Management & Research
Core Capital Management & Research
Texas
$7.91M +$7.69M 2 4.16% New
1195
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$7.91M +$248K 5 0.22% Increased
1196
Valley National Advisers
Valley National Advisers
Pennsylvania
$7.9M -$10.8K 10 0.88% Reduced
1197
Venturi Wealth Management
Venturi Wealth Management
Texas
$7.89M +$267K 6 0.31% Increased
1198
Advyzon Investment Management
Advyzon Investment Management
Illinois
$7.89M +$1.18M 5 0.57% Increased
1199
Bridger Management
Bridger Management
New York
$7.88M $0 2 5.25% Maintained
1200
Twin Tree Management
Twin Tree Management
Texas
$7.87M +$4.84M 6 0.15% Increased