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Energy Efficiency

Efficiency is the cheapest energy there is — insulation, better motors, heat pumps, controls, and lighting that cut consumption instead of adding supply. Building codes and utility rebates create much of the demand.

31 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2501
UAML
US Asset Management LLC
Pennsylvania
$765K -$468K 2 0.58% Reduced
2502
RWM
Rialto Wealth Management
New York
$765K +$2.52K 11 0.15% Increased
2503
BWM
BKM Wealth Management
Wisconsin
$764K -$397K 2 0.27% Reduced
2504
Beck Mack & Oliver
Beck Mack & Oliver
New York
$762K -$497K 1 0.01% Reduced
2505
LWP
LFG Wealth Partners
Kentucky
$761K -$712K 1 0.36% Reduced
2506
NG
Northstar Group
New York
$760K -$396K 1 0.1% Reduced
2507
GHA
Granite Harbor Advisors
Texas
$759K -$778K 1 0.3% Reduced
2508
SA
Sylvest Advisors
Texas
$759K +$24.5K 1 0.34% Increased
2509
DOA
D'Orazio & Associates
Virginia
$757K -$414K 2 0.09% Reduced
2510
EA
Everpar Advisors
Oklahoma
$756K -$256K 2 0.22% Reduced
2511
FDS
First Dallas Securities
Texas
$756K +$115K 2 0.25% Increased
2512
GS
GWN Securities
Florida
$754K -$237K 1 0.13% Reduced
2513
TWD
True Wealth Design
Ohio
$753K +$63.5K 16 0.18% Increased
2514
CAM
Covenant Asset Management
New Jersey
$753K -$423K 2 0.13% Reduced
2515
AAG
Armstrong Advisory Group
Massachusetts
$753K -$449K 4 0.05% Reduced
2516
RCSA
REYL & Cie S.A.
Switzerland
$753K +$741K 1 0.87% New
2517
AWM
Atticus Wealth Management
Florida
$752K -$27.7K 2 0.18% Reduced
2518
SIM
Samara Investment Management
Oregon
$752K +$35.1K 1 0.69% Increased
2519
HCM
Howland Capital Management
Massachusetts
$751K -$287K 2 0.03% Reduced
2520
CFP
Cypress Financial Planning
New Jersey
$750K $0 1 0.18% Maintained
2521
WPA
West Paces Advisors
Georgia
$749K +$249K 7 0.13% Increased
2522
GCM
Gallacher Capital Management
Colorado
$747K -$1.07M 3 0.42% Reduced
2523
MFS
McNamara Financial Services
Massachusetts
$747K $0 1 0.13% Maintained
2524
PHWA
Petersen Hastings Wealth Advisors
Washington
$747K $0 1 0.06% Maintained
2525
TVWM
Tower View Wealth Management
Wisconsin
$747K -$98.8K 1 0.33% Reduced