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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
2101
JSAM
J. Safra Asset Management
New York
$515K -$1.09M 6 0.84% Reduced
2102
LIA
LBMC Investment Advisors
Tennessee
$515K +$3.99K 1 0.1% Increased
2103
SMG
Spectrum Management Group
Indiana
$512K +$266K 1 0.21% Increased
2104
NFG
Nations Financial Group
Iowa
$511K -$90.2K 1 0.54% Reduced
2105
AEPG
American Economic Planning Group
New Jersey
$510K +$52.9K 2 0.21% Increased
2106
PAM
PT Asset Management
Illinois
$508K +$533K 1 0.08% New
2107
CFA
Camarda Financial Advisors
Florida
$507K -$297K 3 0.32% Reduced
2108
NYLT
New York Life Trust
New York
$504K -$72.9K 2 2.44% Reduced
2109
VAM
Verity Asset Management
North Carolina
$502K -$44.9K 2 0.5% Reduced
2110
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$502K $0 1 0.08% Maintained
2111
TWM
Torch Wealth Management
Ohio
$501K $0 1 0.37% Maintained
2112
BAM
Brave Asset Management
New Jersey
$500K +$19.9K 4 0.33% Increased
2113
GIM
Greylin Investment Management
Virginia
$493K -$26.4K 2 0.12% Reduced
2114
LBC
Lawrence B. Cohen
$493K +$4.99K 2 0.29% Increased
2115
WA1
Wimmer Associates 1
California
$493K -$35.7K 1 0.44% Reduced
2116
CAM
Cidel Asset Management
Ontario, Canada
$492K -$1.43M 2 0.03% Reduced
2117
WIA
Westbourne Investment Advisors
Maryland
$490K +$478K 2 0.44% New
2118
VC
Vicus Capital
Pennsylvania
$489K +$22.8K 2 0.12% Increased
2119
LCM
Leisure Capital Management
California
$488K +$666 1 0.48% Increased
2120
GIA
Gargoyle Investment Advisor
New Jersey
$485K -$1.25M 1 0.18% Reduced
2121
BWM
BerganKDV Wealth Management
Minnesota
$482K +$460K 2 0.21% New
2122
Pathstone Family Office
Pathstone Family Office
New Jersey
$481K -$1.38K 3 0.46% Reduced
2123
SCP
Syntal Capital Partners
Texas
$480K -$284K 2 0.57% Reduced
2124
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$475K -$1.67K 2 0.17% Reduced
2125
IFB
iAB Financial Bank
Indiana
$475K $0 2 0.3% Maintained