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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
1351
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$5.81M +$26.5K 3 0.1% Increased
1352
PP
Patten & Patten
Tennessee
$5.81M -$234K 3 0.31% Reduced
1353
BEAM
Baker Ellis Asset Management
Washington
$5.8M -$129K 1 0.6% Reduced
1354
HWM
Hohimer Wealth Management
Washington
$5.8M +$213K 5 0.58% Increased
1355
SWM
Shrier Wealth Management
California
$5.8M +$9.46K 4 1.96% Increased
1356
MFWP
Mosaic Family Wealth Partners
Missouri
$5.79M +$3.73M 6 0.39% Increased
1357
I
InceptionR
California
$5.79M -$4.62M 8 1.42% Reduced
1358
OFI Invest Asset Management
OFI Invest Asset Management
France
$5.79M -$71M 3 0.06% Reduced
1359
SageView Advisory Group
SageView Advisory Group
California
$5.79M -$141K 2 0.19% Reduced
1360
SLWA
San Luis Wealth Advisors
California
$5.78M -$47.2K 4 0.87% Reduced
1361
OL
Odyssean LLC
Connecticut
$5.77M +$2.97M 5 0.94% Increased
1362
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$5.75M +$1.8M 4 0.05% Increased
1363
FPWM
FSB Premier Wealth Management
Iowa
$5.74M +$58.3K 2 1.62% Increased
1364
MWAM
Manhattan West Asset Management
California
$5.73M +$212K 1 0.96% Increased
1365
BCP
Berkeley Capital Partners
Georgia
$5.72M +$337K 5 1.18% Increased
1366
SouthState Corp
SouthState Corp
Florida
$5.72M -$1.58M 11 0.24% Reduced
1367
NIP
Nicholas Investment Partners
California
$5.71M +$5.41M 2 0.32% New
1368
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$5.69M -$697K 2 0.09% Reduced
1369
CST
Charles Schwab Trust
Nevada
$5.67M +$4.61M 2 0.32% Increased
1370
SHGA
Sand Hill Global Advisors
California
$5.66M -$250K 2 0.17% Reduced
1371
CL
CSS LLC
Illinois
$5.66M -$1.86M 6 0.22% Reduced
1372
HC
Hendley & Co
Ohio
$5.64M +$609K 2 2% Increased
1373
VCP
Verus Capital Partners
Arizona
$5.63M -$94.6K 4 0.3% Reduced
1374
BAM
Ballast Asset Management
Texas
$5.62M -$54.6K 1 2.24% Reduced
1375
PDL
Portfolio Design Labs
California
$5.61M +$79.7K 4 0.92% Increased