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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
RTS
Round Table Services
New Jersey
$468K +$248K 2 0.19% Increased
2202
QI
Quotient Investors
New York
$467K $0 1 0.29% Maintained
2203
Klingman & Associates
Klingman & Associates
New York
$465K -$156K 2 0.14% Reduced
2204
SCG
Sonata Capital Group
Washington
$462K $0 1 0.36% Maintained
2205
AIM
Aspen Investment Management
Michigan
$459K $0 1 0.35% Maintained
2206
Circle Wealth Management
Circle Wealth Management
New Jersey
$456K +$434K 1 0.24% New
2207
Truepoint Inc
Truepoint Inc
Ohio
$455K +$260K 2 0.05% Increased
2208
AF
Affiance Financial
Minnesota
$452K $0 1 0.36% Maintained
2209
Check Capital Management
Check Capital Management
California
$451K +$480K 1 0.03% New
2210
MFW
Meristem Family Wealth
Minnesota
$451K -$316K 1 0.18% Reduced
2211
BAM
Brave Asset Management
New Jersey
$447K -$26K 2 0.29% Reduced
2212
WAS
WESPAC Advisors SoCal
California
$446K -$42K 3 0.29% Reduced
2213
TWM
Torch Wealth Management
Ohio
$446K -$4.63K 1 0.31% Reduced
2214
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$444K -$907K 2 0.19% Reduced
2215
SCM
Sterneck Capital Management
Missouri
$444K -$190K 1 0.29% Reduced
2216
SGI
Summit Global Investments
Utah
$439K +$446K 1 0.16% New
2217
CW
Cobiz Wealth
Colorado
$435K +$12.6K 2 0.1% Increased
2218
BA
Bard Associates
Illinois
$433K $0 1 0.2% Maintained
2219
EMG
ETF Managers Group
New Jersey
$424K +$419K 4 1.97% New
2220
CFA
CT Financial Advisors
Pennsylvania
$424K +$9.36K 8 0.27% Increased
2221
PHIMC
Private Harbour Investment Management & Counsel
Ohio
$420K -$20.9K 1 0.38% Reduced
2222
MVA
Mount Vernon Associates
Maryland
$419K +$203K 2 0.82% Increased
2223
WC
Whitnell & Co
Illinois
$417K +$453 6 0.19% Increased
2224
PC
Pecaut & Co
Iowa
$411K -$755K 1 0.4% Reduced
2225
ECM
Elgethun Capital Management
South Dakota
$410K +$425K 5 0.32% New