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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
1976
PAWC
P.A.W. Capital
Connecticut
$1.33M +$200K 2 1.34% Increased
1977
WA
Wealth Architects
California
$1.33M -$1.58K 3 0.43% Reduced
1978
OA
Oak Associates
Ohio
$1.32M +$254K 2 0.09% Increased
1979
NAM
Needelman Asset Management
California
$1.32M $0 1 2.88% Maintained
1980
WIP
Wellesley Investment Partners
Massachusetts
$1.32M +$57.7K 2 0.46% Increased
1981
PIA
Pinion Investment Advisors
Kansas
$1.32M -$440K 4 2.56% Reduced
1982
WA
WP Advisors
California
$1.32M +$676K 8 1.25% Increased
1983
Ballentine Partners
Ballentine Partners
Massachusetts
$1.31M +$3.2K 4 0.07% Increased
1984
NPA
Nichols & Pratt Advisers
Massachusetts
$1.31M -$84.2K 3 0.12% Reduced
1985
FG
Formula Growth
Quebec, Canada
$1.31M $0 1 0.14% Maintained
1986
SAM
SignalPoint Asset Management
Missouri
$1.31M +$94.7K 3 0.63% Increased
1987
VIMU
Veritas Investment Management (UK)
United Kingdom
$1.31M -$21.3K 2 0.43% Reduced
1988
XS
XR Securities
Illinois
$1.31M +$1.36M 4 0.46% New
1989
HVIA
Hudson Valley Investment Advisors
New York
$1.3M -$386K 3 0.32% Reduced
1990
ACM
Armbruster Capital Management
New York
$1.3M -$41K 2 0.61% Reduced
1991
AOWM
Alpha Omega Wealth Management
Virginia
$1.3M +$89.9K 8 0.64% Increased
1992
MWM
Marietta Wealth Management
Georgia
$1.3M +$3.03K 2 0.63% Increased
1993
EWF
Epstein & White Financial
California
$1.29M -$141K 2 0.96% Reduced
1994
VIA
Vantage Investment Advisors
Pennsylvania
$1.29M -$57.5K 11 0.31% Reduced
1995
HDIM
Hanson & Doremus Investment Management
Vermont
$1.29M -$28.1K 6 0.42% Reduced
1996
FWP
FAS Wealth Partners
Kansas
$1.28M -$185K 3 0.34% Reduced
1997
MA
Marshwinds Advisory
Georgia
$1.28M -$16.1K 3 0.6% Reduced
1998
BFC
Bedel Financial Consulting
Indiana
$1.27M -$53.4K 8 0.94% Reduced
1999
NCM
Northside Capital Management
Oregon
$1.27M -$5.32M 1 0.45% Reduced
2000
ACM
Adalta Capital Management
New York
$1.27M -$4.16M 1 0.9% Reduced