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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
2401
BBNB
Baker Boyer National Bank
Washington
$203K +$193K 1 0.88% New
2402
BO
BRR OpCo
Ohio
$203K -$2.97M 1 0.07% Reduced
2403
PCMM
Private Capital Management (Minnesota)
Minnesota
$203K $0 1 0.23% Maintained
2404
SAM
Steinberg Asset Management
New York
$203K +$193K 1 0.08% New
2405
FUBT
First United Bank & Trust
Maryland
$201K -$244K 1 0.15% Reduced
2406
Alesco Advisors
Alesco Advisors
New York
$200K $0 1 0.02% Maintained
2407
PFM
Peak Financial Management
Massachusetts
$200K $0 1 0.09% Maintained
2408
Avior Wealth Management
Avior Wealth Management
Nebraska
$196K -$12.6K 7 0.07% Reduced
2409
NCM
New Capital Management
Texas
$195K +$190K 3 0.28% New
2410
CFD
Creative Financial Designs
Indiana
$194K +$190K 4 0.16% New
2411
RFWA
RPg Family Wealth Advisory
Massachusetts
$191K -$23.2K 5 0.16% Reduced
2412
Empirical Finance
Empirical Finance
Pennsylvania
$182K +$177K 11 0.12% New
2413
TIM
Tortoise Investment Management
New York
$180K -$1.52K 4 0.06% Reduced
2414
CP
Corbenic Partners
Pennsylvania
$177K +$94 5 0.19% Increased
2415
CPP
Crow Point Partners
Massachusetts
$166K -$352K 2 0.03% Reduced
2416
KLWA
Kelly Lawrence W & Associates
California
$166K $0 2 0.04% Maintained
2417
LJHT
Laurie J. Hall Trustee
$163K +$164K 3 0.1% New
2418
AFG
American Financial Group
Ohio
$161K -$324K 1 0.02% Reduced
2419
IP
Intellectus Partners
California
$157K +$160K 3 0.08% New
2420
LYV
Live Your Vision
Pennsylvania
$157K +$314 3 0.07% Increased
2421
SIG
Stanford Investment Group
California
$151K -$73.5K 5 0.07% Reduced
2422
ADL
Asset Dedication LLC
California
$148K -$26.2K 2 0.09% Reduced
2423
CIC
Cutler Investment Counsel
Oregon
$145K $0 1 0.04% Maintained
2424
AW
Alpha Windward
Massachusetts
$144K -$419K 2 0.09% Reduced
2425
BCA
Benchmark Capital Advisors
New York
$144K $0 1 0.12% Maintained