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Electric Vehicles

Electric vehicles replace the engine and fuel tank with a motor and a battery pack, which rewrites both the supply chain and the cost structure of a car. Battery cost and charging convenience set the pace of adoption.

124 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1926
BWP
Baldwin Wealth Partners
Massachusetts
$483K -$35.2K 9 0.08% Reduced
1927
Donaldson Capital Management
Donaldson Capital Management
Indiana
$478K -$9.28K 2 0.06% Reduced
1928
KTC
Kistler-Tiffany Companies
Pennsylvania
$475K -$22.9K 6 0.22% Reduced
1929
RWA
RGT Wealth Advisors
Texas
$473K -$124K 2 0.32% Reduced
1930
RG
Rikoon Group
New Mexico
$473K +$158K 2 0.21% Increased
1931
RTS
Round Table Services
New Jersey
$472K +$475K 2 0.17% New
1932
SCI
Stableford Capital II
Arizona
$470K -$36.6K 1 0.41% Reduced
1933
Palisade Capital Management
Palisade Capital Management
New Jersey
$468K -$1.04M 1 0.02% Reduced
1934
PHAM
Palisades Hudson Asset Management
Florida
$468K +$43.4K 2 0.3% Increased
1935
WCM
Washington Capital Management
Washington
$467K $0 1 0.54% Maintained
1936
ESBC
E.S. Barr & Co
Kentucky
$465K -$11.3K 1 0.05% Reduced
1937
PP
PagnatoKarp Partners
Virginia
$464K +$41.9K 1 0.13% Increased
1938
MUS
Mitsubishi UFJ Securities
Japan
$462K +$165K 3 2.5% Increased
1939
DP
Dearborn Partners
Illinois
$460K $0 1 0.04% Maintained
1940
RVPG
Relative Value Partners Group
$460K +$60.3K 1 0.06% Increased
1941
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$458K -$29.2K 1 0.04% Reduced
1942
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$457K $0 2 0.14% Maintained
1943
CPA
Capital Planning Advisors
California
$456K +$21.5K 2 0.23% Increased
1944
QFA
Quattro Financial Advisors
Texas
$454K +$485K 1 0.23% New
1945
BCM
Bienville Capital Management
New York
$452K $0 1 0.11% Maintained
1946
PFA
Paradigm Financial Advisors
Missouri
$452K -$20.8K 2 0.23% Reduced
1947
CT
Cambridge Trust
Massachusetts
$451K +$32.2K 2 0.03% Increased
1948
CFA
Cahill Financial Advisors
Minnesota
$450K +$139K 1 0.26% Increased
1949
GA
Greytown Advisors
Florida
$448K -$80.4K 1 0.4% Reduced
1950
AFS
Amtrust Financial Services
New York
$442K $0 1 0.09% Maintained