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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
2551
DWA
Dougherty Wealth Advisers
Minnesota
$271K $0 3 0.43% Maintained
2552
HWA
HHM Wealth Advisors
Tennessee
$270K +$10K 4 0.09% Increased
2553
PFA
Pinnacle Family Advisors
Missouri
$270K +$245K 1 0.17% New
2554
CPA
Cowen Prime Advisors
New York
$269K $0 1 0.12% Maintained
2555
TCPWM
Traverso Chambers Private Wealth Management
California
$269K -$4.85K 1 0.1% Reduced
2556
BFG
Barber Financial Group
Kansas
$268K $0 1 0.05% Maintained
2557
GCM
Gables Capital Management
Florida
$267K $0 3 0.16% Maintained
2558
MHR
Matthew Hamilton Rosenberg
$267K +$30.1K 3 0.17% Increased
2559
WLIM
White Lighthouse Investment Management
Massachusetts
$266K $0 1 0.08% Maintained
2560
HAC
Harbor Advisory Corp
New Hampshire
$265K +$240K 1 0.14% New
2561
LWM
Liberty Wealth Management
California
$265K +$25.6K 8 0.13% Increased
2562
PCMK
Paragon Capital Management (Kansas)
Kansas
$265K $0 1 0.14% Maintained
2563
MC
Miramar Capital
Illinois
$264K +$250K 1 0.12% New
2564
WFAG
Wescott Financial Advisory Group
Pennsylvania
$264K +$251K 1 0.19% New
2565
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$264K +$239K 1 0.02% New
2566
GSWM
Golden State Wealth Management
California
$262K +$237K 1 0.08% New
2567
PAA
Peregrine Asset Advisers
Oregon
$261K -$467K 1 0.12% Reduced
2568
SIC
Samalin Investment Counsel
New York
$261K -$36.5K 1 0.2% Reduced
2569
UFA
US Financial Advisors
Massachusetts
$261K +$249K 1 0.08% New
2570
AWP
Abacus Wealth Partners
California
$260K +$217K 1 0.23% New
2571
BCM
Buckhead Capital Management
Georgia
$259K +$235K 1 0.06% New
2572
Confluence Investment Management
Confluence Investment Management
Missouri
$259K $0 1 0% Maintained
2573
GFP
Gryphon Financial Partners
Ohio
$259K -$9.45K 1 0.07% Reduced
2574
SFP
Sandbox Financial Partners
Maryland
$259K +$235K 1 0.24% New
2575
HC
HNP Capital
New York
$258K +$233K 1 0.08% New