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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
2076
IAS
IMA Advisory Services
Colorado
$765K $0 2 0.37% Maintained
2077
HW
Hedeker Wealth
Illinois
$763K $0 1 0.73% Maintained
2078
CAM
Capco Asset Management
Florida
$758K $0 2 0.66% Maintained
2079
NIM
NXG Investment Management
Texas
$757K $0 1 0.03% Maintained
2080
ITIM
Indiana Trust & Investment Management
Indiana
$756K +$203K 2 0.37% Increased
2081
WA
Wheatland Advisors
Pennsylvania
$752K +$232 2 0.68% Increased
2082
Global Retirement Partners
Global Retirement Partners
California
$748K +$66.1K 10 0.35% Increased
2083
Pure Financial Advisors
Pure Financial Advisors
California
$748K +$91.3K 2 0.2% Increased
2084
BWM
BigSur Wealth Management
Florida
$747K $0 1 0.76% Maintained
2085
EARNEST Partners
EARNEST Partners
Georgia
$746K +$29.7K 2 0.01% Increased
2086
TDC
Thompson Davis & Co
Virginia
$746K -$117K 9 1.2% Reduced
2087
CNAM
Campbell Newman Asset Management
Wisconsin
$745K $0 1 0.13% Maintained
2088
ACM
AUA Capital Management
Pennsylvania
$742K +$665K 2 0.67% Increased
2089
HI
Hudock Inc
Pennsylvania
$740K +$34.2K 6 0.38% Increased
2090
EP
Elkfork Partners
Oregon
$735K -$390K 2 0.02% Reduced
2091
IWA
Inspirion Wealth Advisors
Illinois
$735K -$23.2K 2 0.4% Reduced
2092
MFW
Meristem Family Wealth
Minnesota
$729K -$14.3K 2 0.3% Reduced
2093
Pathstone Family Office
Pathstone Family Office
New Jersey
$728K +$4.54K 5 0.31% Increased
2094
CF
CNA Financial
Illinois
$727K $0 1 0.17% Maintained
2095
SSP
Sapphire Star Partners
Washington
$727K +$190K 2 0.92% Increased
2096
NCM
Neumann Capital Management
California
$726K $0 1 0.47% Maintained
2097
RTS
Round Table Services
New Jersey
$726K +$224K 2 0.26% Increased
2098
SCA
Stuart Chaussee & Associates
California
$726K $0 2 0.54% Maintained
2099
AFA
Abacus FCF Advisors
Florida
$725K +$599K 3 2.82% Increased
2100
KL
KWMG LLC
Kansas
$725K +$73 2 0.26% Increased