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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
KCIA
Kingsbury Capital Investment Advisors
Illinois
$320K +$697 1 0.49% Increased
2502
BWM
Baystate Wealth Management
Massachusetts
$318K -$5.26K 6 0.03% Reduced
2503
FAG
Financial Advisory Group
Texas
$318K $0 1 0.07% Maintained
2504
FNBOH
First National Bank of Hutchinson
Kansas
$318K -$12.4K 1 0.25% Reduced
2505
KA
Kozak & Associates
Colorado
$317K +$697 2 0.2% Increased
2506
PCM
Pointe Capital Management
Michigan
$317K -$11.1K 1 0.25% Reduced
2507
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$317K -$92.1K 1 0% Reduced
2508
PIA
Perennial Investment Advisors
California
$316K +$349K 1 0.14% New
2509
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$315K -$3K 6 0.11% Reduced
2510
CG
Clarus Group
Texas
$315K $0 1 0.29% Maintained
2511
HIG
Heritage Investment Group
Florida
$315K $0 1 0.19% Maintained
2512
SFO
Standard Family Office
South Dakota
$315K +$342K 4 0.14% Increased
2513
Aspiriant LLC
Aspiriant LLC
California
$314K +$26.3K 1 0.02% Increased
2514
DBRC
D.B. Root & Company
Pennsylvania
$314K $0 1 0.14% Maintained
2515
LMKC
L.M. Kohn & Company
Ohio
$314K $0 1 0.15% Maintained
2516
SRC
Sage Rhino Capital
California
$314K $0 1 0.13% Maintained
2517
Private Management Group
Private Management Group
California
$313K $0 1 0.01% Maintained
2518
1W
1776 Wealth
Georgia
$312K $0 1 0.24% Maintained
2519
BIA
Bigelow Investment Advisors
Maine
$312K +$1.49K 1 0.19% Increased
2520
BIP
Blueprint Investment Partners
North Carolina
$312K +$346K 1 0.09% New
2521
CAG
Curtis Advisory Group
California
$312K $0 1 0.13% Maintained
2522
SFS
Stiles Financial Services
Minnesota
$311K +$22.6K 1 0.19% Increased
2523
BWCS
Beirne Wealth Consulting Services
Connecticut
$310K $0 1 0.12% Maintained
2524
EWP
Engrave Wealth Partners
Texas
$308K +$52.3K 1 0.14% Increased
2525
LA
Legacy Advisors
Pennsylvania
$308K -$12.7K 1 0.07% Reduced