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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
1901
WA
Waddell & Associates
Tennessee
$2.53M -$117K 5 0.13% Reduced
1902
APC
Aspire Private Capital
North Carolina
$2.53M -$649K 3 0.52% Reduced
1903
BIP Wealth
BIP Wealth
Georgia
$2.53M +$597K 2 0.07% Increased
1904
WAM
Walker Asset Management
Missouri
$2.53M +$13.8K 3 1.27% Increased
1905
QWM
Quadcap Wealth Management
Texas
$2.52M -$79.2K 3 0.24% Reduced
1906
PFM
Privium Fund Management
Netherlands
$2.52M -$458K 1 0.46% Reduced
1907
CAM
Claret Asset Management
Quebec, Canada
$2.52M +$315K 7 0.27% Increased
1908
WFI
West Family Investments
California
$2.52M +$592K 5 0.73% Increased
1909
CFA
CWS Financial Advisors
Michigan
$2.52M +$9.18K 2 0.56% Increased
1910
BCA
Bay Colony Advisors
Massachusetts
$2.51M +$112K 4 0.28% Increased
1911
FBFS
First Business Financial Services
Wisconsin
$2.51M +$21.1K 2 0.19% Increased
1912
WSCM
Wellington Shields Capital Management
New York
$2.5M -$695K 2 0.32% Reduced
1913
SIC
Shoker Investment Counsel
Ohio
$2.5M +$151K 1 0.63% Increased
1914
CSI
Cross Staff Investments
New York
$2.5M -$22.2K 3 1.41% Reduced
1915
BCM
BluePath Capital Management
Georgia
$2.49M +$56.4K 2 1.37% Increased
1916
BST
Bath Savings Trust
Maine
$2.49M +$20.9K 2 0.26% Increased
1917
KFA
Kapstone Financial Advisors
Ohio
$2.49M -$15.4K 2 1.04% Reduced
1918
SA
Sovran Advisors
California
$2.49M +$246K 3 0.19% Increased
1919
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$2.49M -$317K 2 0.09% Reduced
1920
AFA
AA Financial Advisors
Ohio
$2.49M +$103K 2 0.3% Increased
1921
SWA
Shah Wealth Advisors
California
$2.48M +$2.39M 2 0.57% New
1922
CTA
Chesley Taft & Associates
Illinois
$2.46M -$1.48M 4 0.1% Reduced
1923
RF
Rossby Financial
Florida
$2.46M -$162K 16 0.45% Reduced
1924
SB
Strategic Blueprint
Georgia
$2.46M +$65.8K 2 0.12% Increased
1925
CIG
Cascade Investment Group
Colorado
$2.46M -$84K 3 1.38% Reduced