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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
2251
KFA
Kelleher Financial Advisors
New York
$434K $0 1 0.84% Maintained
2252
HA
Harfst & Associates
Wyoming
$429K -$40.5K 5 0.17% Reduced
2253
JWA
JFS Wealth Advisors
Pennsylvania
$429K -$52.3K 2 0.12% Reduced
2254
KLI
Kelman-Lazarov Inc
Tennessee
$429K +$47.5K 1 0.24% Increased
2255
JWM
Jacobus Wealth Management
Wisconsin
$427K +$39.1K 2 0.12% Increased
2256
PHIMC
Private Harbour Investment Management & Counsel
Ohio
$426K $0 1 0.35% Maintained
2257
MKC
M. Kraus & Co
Vermont
$423K +$202K 2 0.27% Increased
2258
ATC
Adirondack Trust Company
New York
$422K -$24.7K 5 0.34% Reduced
2259
AWP
Ascent Wealth Partners
New York
$419K +$205K 2 0.18% Increased
2260
PAG
Private Advisory Group
Washington
$419K +$57.6K 1 0.25% Increased
2261
LBC
Lawrence B. Cohen
$418K -$56.7K 2 0.27% Reduced
2262
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$417K -$40.1K 2 0.02% Reduced
2263
QI
Quotient Investors
New York
$416K -$184K 1 0.3% Reduced
2264
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$415K +$9.37K 1 0.27% Increased
2265
BIM
Baldwin Investment Management
Pennsylvania
$414K +$2.4K 1 0.17% Increased
2266
DF Dent & Co
DF Dent & Co
Maryland
$410K $0 1 0.01% Maintained
2267
RP
Rowlandmiller & Partners
Georgia
$410K $0 2 0.17% Maintained
2268
SAM
Solaris Asset Management
New York
$408K +$44K 4 0.25% Increased
2269
HEIP
Hudson Edge Investment Partners
New Jersey
$404K -$15K 1 0.06% Reduced
2270
SFG
StrategIQ Financial Group
Indiana
$403K -$212K 1 0.17% Reduced
2271
ZB
Zions Bancorporation
Utah
$402K -$68.9K 10 0.07% Reduced
2272
SC
Stratford Consulting
Texas
$399K +$2.56K 1 0.17% Increased
2273
Rockefeller Financial Services
Rockefeller Financial Services
New York
$398K -$11K 4 0.01% Reduced
2274
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$395K -$444K 4 0.1% Reduced
2275
MCM
McRae Capital Management
New Jersey
$392K $0 2 0.16% Maintained