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Lithium & Battery Materials

Lithium, nickel, cobalt, graphite, and the refined chemicals made from them are the inputs to every rechargeable cell. Prices swing violently, because a new mine takes years to open while demand moves with vehicle sales.

47 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
801
DWM
Doyle Wealth Management
Florida
$1K +$539 1 0% New
802
FNBOSM
First National Bank of South Miami
Florida
$1K -$2.44K 1 0% Reduced
803
FWM
Focused Wealth Management
New York
$1K $0 1 0% Maintained
804
GAM
Griffin Asset Management
New York
$1K +$1.11K 1 0% New
805
HGWM
Harvest Group Wealth Management
Massachusetts
$1K +$1.62K 1 0% New
806
JFA
JNBA Financial Advisors
Minnesota
$1K +$898 1 0% New
807
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K +$1.74K 1 0% Increased
808
LWA
Lowe Wealth Advisors
Maryland
$1K +$1.76K 1 0% New
809
NL
NVWM LLC
Pennsylvania
$1K -$8.04K 1 0% Reduced
810
Pathstone Family Office
Pathstone Family Office
New Jersey
$1K +$1.35K 2 0% Increased
811
PCM
Prelude Capital Management
New York
$1K -$104K 1 0% Reduced
812
SFSIG
San Francisco Sentry Investment Group
California
$1K +$812 2 0% Increased
813
SIS
Sound Income Strategies
Florida
$1K $0 1 0% Maintained
814
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$1K +$1.24K 1 0% Increased
815
RWM
Raffa Wealth Management
District of Columbia
$90 -$1.28K 1 0% Reduced
816
AIS
Accurate Investment Solutions
Pennsylvania
$0 $0 1 0% Maintained
817
AP
Advisor Partners
California
$0 -$248K 0 – Closed
818
AIA
Alera Investment Advisors
Illinois
$0 -$34K 0 – Closed
819
AIC
Ameritas Investment Company
Nebraska
$0 -$2K 0 – Closed
820
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$0 -$50K 0 – Closed
821
Artisan Partners
Artisan Partners
Wisconsin
$0 -$121M 0 – Closed
822
ACP
Ashfield Capital Partners
California
$0 -$1.26M 0 – Closed
823
APC
Aspire Private Capital
North Carolina
$0 $0 0 – Closed
824
ADL
Asset Dedication LLC
California
$0 -$7K 0 – Closed
825
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$0 -$1.39M 0 – Closed