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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
2601
Merriman Wealth Management
Merriman Wealth Management
Washington
$244K +$221K 1 0.03% New
2602
SFPG
Stonebridge Financial Planning Group
Florida
$244K $0 2 0.15% Maintained
2603
FANJ
Financial Architects (New Jersey)
New Jersey
$243K +$221K 1 0.04% New
2604
HCM
Highlander Capital Management
New Jersey
$242K $0 2 0.14% Maintained
2605
TFM
TFC Financial Management
Massachusetts
$242K +$29.8K 3 0.1% Increased
2606
CA
Cambridge Advisors
Nebraska
$241K +$232K 1 0.06% New
2607
EFL
ERn Financial LLC
Wisconsin
$241K +$219K 1 0.1% New
2608
BIM
Bogle Investment Management
Massachusetts
$239K -$1.18M 1 0.38% Reduced
2609
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$239K +$217K 1 0.18% New
2610
HWM
Hemington Wealth Management
Virginia
$239K +$216K 1 0.11% New
2611
NED
Nancy E. Dempze
$239K +$217K 1 0.22% New
2612
PAMG
Patton Albertson Miller Group
Tennessee
$239K +$201K 1 0.06% New
2613
SSCA
South Shore Capital Advisors
Massachusetts
$239K +$217K 1 0.24% New
2614
CMBA
C.M. Bidwell & Associates
Hawaii
$237K +$119K 4 0.19% Increased
2615
PWP
Private Wealth Partners
California
$237K -$57.8K 1 0.03% Reduced
2616
RI
Ridgewood Investments
New Jersey
$236K $0 1 0.19% Maintained
2617
NQWM
Northwest Quadrant Wealth Management
Oregon
$235K +$215K 1 0.08% New
2618
PL
Parthenon LLC
Kentucky
$235K +$213K 1 0.04% New
2619
DAM
Diamant Asset Management
Connecticut
$233K $0 1 0.21% Maintained
2620
LIA
LBMC Investment Advisors
Tennessee
$233K +$211K 1 0.03% New
2621
MWM
Maltin Wealth Management
New Jersey
$232K -$154K 1 0.16% Reduced
2622
CCB
Cutter & Co Brokerage
Missouri
$230K +$208K 1 0.06% New
2623
FWM
FSA Wealth Management
Massachusetts
$230K +$209K 2 0.12% New
2624
HFG
Heron Financial Group
New York
$230K +$209K 1 0.16% New
2625
IIM
Ironwood Investment Management
Massachusetts
$229K +$203K 1 0.13% New