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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
2201
TIM
Tortoise Investment Management
New York
$126K +$12.3K 2 0.05% Increased
2202
AIM
Acropolis Investment Management
Missouri
$122K -$170K 1 0.02% Reduced
2203
UFA
US Financial Advisors
Massachusetts
$120K +$120K 4 0.11% New
2204
Avior Wealth Management
Avior Wealth Management
Nebraska
$118K +$281 2 0.09% Increased
2205
JFA
JNBA Financial Advisors
Minnesota
$118K +$69.9K 7 0.05% Increased
2206
SGK
Steigerwald Gordon & Koch
Virginia
$118K $0 1 0.06% Maintained
2207
IMS
Index Management Solutions
Pennsylvania
$117K -$2.64M 6 0.02% Reduced
2208
PSC
Piper Sandler & Co
Minnesota
$107K +$105K 1 0.05% New
2209
BCM
Blume Capital Management
California
$106K +$99.2K 2 0.07% Increased
2210
BMM
Buffington Mohr McNeal
Idaho
$105K $0 1 0.06% Maintained
2211
ZTNA
Zions Trust National Association
Utah
$105K -$10.2K 2 0.15% Reduced
2212
DAL
David A. Lorber
$100K -$1.21M 1 0.3% Reduced
2213
TCM
TD Capital Management
Tennessee
$98K +$805 2 0.02% Increased
2214
LIM
Longfellow Investment Management
Massachusetts
$96K -$280K 2 0.02% Reduced
2215
BWFA
Baltimore-Washington Financial Advisors
Maryland
$93K -$4.71K 4 0.03% Reduced
2216
CWM
Catamount Wealth Management
Connecticut
$87K +$86.4K 2 0.08% New
2217
EWM
Edge Wealth Management
New York
$86K -$5.23M 1 0.03% Reduced
2218
PO
Private Ocean
California
$84K +$10.2K 2 0.06% Increased
2219
RCG
Ruggie Capital Group
Florida
$84K +$85.2K 2 0.08% New
2220
LWA
Lenox Wealth Advisors
New York
$77K -$16K 4 0.03% Reduced
2221
PCTC
Perkins Coie Trust Company
Washington
$77K $0 6 0.06% Maintained
2222
LOCC
Lombard Odier & Cie (Canada)
Quebec, Canada
$73K -$870K 2 0.1% Reduced
2223
SAM
Solaris Asset Management
New York
$72K +$73.8K 2 0.05% New
2224
MCM
Mitchell Capital Management
Kansas
$68K -$3.32K 1 0.02% Reduced
2225
IP
Isthmus Partners
Wisconsin
$65K +$64.5K 1 0.02% New