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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
2001
NC
NewSquare Capital
Pennsylvania
$246K +$12.9K 3 0.09% Increased
2002
FFA
Fragasso Financial Advisors
Pennsylvania
$246K -$1.82M 1 0.19% Reduced
2003
Pure Financial Advisors
Pure Financial Advisors
California
$245K -$930 1 0.09% Reduced
2004
WA
WealthTrust-Arizona
Arizona
$245K -$2.51K 10 0.27% Reduced
2005
JEW
Jamison Eaton & Wood
New Jersey
$244K $0 1 0.07% Maintained
2006
RCM
Rotella Capital Management
Washington
$244K -$982K 2 0.26% Reduced
2007
SMM
Stadion Money Management
Georgia
$243K +$226K 1 0.01% New
2008
LWM
LBA Wealth Management
Florida
$242K -$4.95K 4 0.17% Reduced
2009
OA
Oxbow Advisors
Texas
$242K -$1.24M 1 0.03% Reduced
2010
AMIM
Aull & Monroe Investment Management
Alabama
$237K $0 1 0.13% Maintained
2011
CPA
Court Place Advisors
Maryland
$236K $0 1 0.16% Maintained
2012
CA
Continental Advisors
Utah
$230K $0 1 0.05% Maintained
2013
HCA
Horan Capital Advisors
Ohio
$230K +$214K 1 0.2% New
2014
FAM
Fiduciary Asset Management
Missouri
$229K $0 1 0.04% Maintained
2015
LBC
Lawrence B. Cohen
$229K -$4.23K 1 0.15% Reduced
2016
EWM
Evermay Wealth Management
Virginia
$228K +$213K 1 0.2% New
2017
AHC
Adell Harriman & Carpenter
Texas
$228K $0 1 0.06% Maintained
2018
11A
10-15 Associates
New York
$227K +$2.23K 1 0.08% Increased
2019
SRC
Shufro Rose & Co
New York
$227K $0 1 0.02% Maintained
2020
WA
Wheatland Advisors
Pennsylvania
$227K +$254 1 0.23% Increased
2021
PA
Planning Alternatives
Michigan
$224K +$227K 1 0.06% New
2022
EI
EDMP Inc
Florida
$223K -$2.7K 1 0.21% Reduced
2023
AC
Alexandria Capital
Virginia
$222K -$41.4K 4 0.1% Reduced
2024
FNBOH
First National Bank of Hutchinson
Kansas
$222K $0 1 0.14% Maintained
2025
DSAM
Dock Street Asset Management
Florida
$220K -$29.2K 1 0.13% Reduced