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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
2026
LI
LVZ Inc
Michigan
$189K +$42.5K 1 0.09% Increased
2027
SWA
Sutton Wealth Advisors
Florida
$188K +$176K 9 0.18% New
2028
RFG Advisory
RFG Advisory
Alabama
$187K +$175K 1 0.15% New
2029
AWM
AllSquare Wealth Management
New York
$186K +$55.8K 5 0.18% Increased
2030
11A
10-15 Associates
New York
$185K -$7.49K 1 0.06% Reduced
2031
MCF Advisors
MCF Advisors
Kentucky
$184K +$19.3K 4 0.05% Increased
2032
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$183K +$65.5K 4 0.12% Increased
2033
FWCM
First Western Capital Management
California
$182K +$37.7K 1 0.06% Increased
2034
PI
Pettee Investors
Connecticut
$182K $0 1 0.19% Maintained
2035
HFM
Hartford Financial Management
Connecticut
$181K +$9.04K 4 0.11% Increased
2036
FI
FormulaFolio Investments
Michigan
$180K +$167K 1 0.03% New
2037
MFW
Meristem Family Wealth
Minnesota
$178K -$5.22K 1 0.08% Reduced
2038
PCP
Proficio Capital Partners
Massachusetts
$178K -$4.75K 11 0.15% Reduced
2039
Diversified Trust
Diversified Trust
Tennessee
$171K -$598K 1 0.02% Reduced
2040
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$171K $0 1 0% Maintained
2041
PM
Penbrook Management
New York
$165K +$12.6K 1 0.18% Increased
2042
CFG
CKW Financial Group
Hawaii
$163K $0 4 0.06% Maintained
2043
MCM
Maryland Capital Management
Maryland
$163K -$101K 1 0.02% Reduced
2044
MCM
Maple Capital Management
Vermont
$162K -$6.74K 1 0.06% Reduced
2045
SWM
Stockman Wealth Management
Montana
$160K -$8.55K 1 0.13% Reduced
2046
Needham Investment Management
Needham Investment Management
New York
$158K $0 1 0.04% Maintained
2047
Becker Capital Management
Becker Capital Management
Oregon
$151K $0 1 0.01% Maintained
2048
BLA
Balter Liquid Alternatives
Massachusetts
$150K +$93.4K 1 0.35% Increased
2049
TFO
Tarbox Family Office
California
$150K +$4.46K 7 0.11% Increased
2050
BWA
Burt Wealth Advisors
Maryland
$149K -$72K 6 0.14% Reduced