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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
2526
RHFI
Reilly Herbert Faulkner III
$285K $0 1 0.09% Maintained
2527
BWM
Baystate Wealth Management
Massachusetts
$283K -$26.8K 4 0.03% Reduced
2528
GSIS
Global Strategic Investment Solutions
Arizona
$283K $0 1 0.06% Maintained
2529
SWA
SOA Wealth Advisors
New York
$283K +$268K 5 0.08% New
2530
BFC
Blue Fin Capital
Rhode Island
$282K -$32.3K 1 0.1% Reduced
2531
LJAC
L.J. Altfest & Co
New York
$281K $0 1 0.07% Maintained
2532
SDAM
Shulman DeMeo Asset Management
New York
$281K +$20K 1 0.08% Increased
2533
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors
Colorado
$281K +$257K 1 0.26% New
2534
TC
Trust Company
Kansas
$280K -$9.91K 2 0.22% Reduced
2535
WMA
Wealth Management Associates
New Jersey
$279K -$37K 1 0.18% Reduced
2536
HS
Horan Securities
United States
$279K -$15.9K 4 0.23% Reduced
2537
SIC
Sigma Investment Counselors
Michigan
$279K +$253K 1 0.02% New
2538
CST
Charles Schwab Trust
Nevada
$278K +$9.27K 1 0.07% Increased
2539
T
TRUADVICE
Florida
$278K +$269K 1 0.08% New
2540
ACM
Adalta Capital Management
New York
$277K $0 1 0.17% Maintained
2541
FCM
Firestone Capital Management
Florida
$277K $0 4 0.11% Maintained
2542
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$277K $0 1 0.51% Maintained
2543
PCMC
Paragon Capital Management (Colorado)
Colorado
$277K $0 1 0.15% Maintained
2544
FCIM
Fairview Capital Investment Management
California
$276K $0 1 0.01% Maintained
2545
MC
MRJ Capital
New York
$275K -$165K 1 0.19% Reduced
2546
ACA
Affinity Capital Advisors
California
$273K $0 1 0.11% Maintained
2547
PM
Parametrica Management
Hong Kong
$273K +$13.7K 1 0.17% Increased
2548
CL
CPWM LLC
Washington
$272K +$1.2K 1 0.02% Increased
2549
MPCG
Matrix Private Capital Group
New York
$272K +$8.85K 1 0.2% Increased
2550
CFO
CVA Family Office
Colorado
$271K -$7.44K 4 0.17% Reduced