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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
2676
DWM
Defined Wealth Management
Oregon
$592K -$250K 2 0.3% Reduced
2677
PMSA
Patrick M. Sweeney & Associates
Illinois
$591K -$549K 1 0.34% Reduced
2678
Clear Street
Clear Street
New York
$590K +$588K 1 0% New
2679
NA
Nautilus Advisors
California
$590K -$219K 1 0.35% Reduced
2680
SL
Salomon & Ludwin
Virginia
$589K -$68.6K 14 0.05% Reduced
2681
JSAM
J. Safra Asset Management
New York
$589K +$291K 5 0.03% Increased
2682
CRIG
Charter Research & Investment Group
Connecticut
$587K -$155K 2 0.36% Reduced
2683
HKIM
Hayek Kallen Investment Management
Alabama
$587K -$240K 2 0.18% Reduced
2684
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$586K +$333K 2 0.11% Increased
2685
BWM
Bernard Wealth Management
Michigan
$586K -$531K 4 0.22% Reduced
2686
QFA
Quantum Financial Advisors
California
$585K -$283K 2 0.06% Reduced
2687
QC
Quantessence Capital
New York
$585K +$353K 1 1.72% Increased
2688
ACA
Apis Capital Advisors
New York
$585K +$175K 1 0.06% Increased
2689
NRC
New Republic Capital
North Carolina
$584K -$417K 2 0.13% Reduced
2690
FFA
Fragasso Financial Advisors
Pennsylvania
$582K -$256K 2 0.03% Reduced
2691
WQ
Wealth Quarterback
New Jersey
$581K +$187K 2 0.18% Increased
2692
BCM
Basso Capital Management
Connecticut
$581K +$507K 2 0.12% Increased
2693
SL
Sentry LLC
Tennessee
$580K +$252K 2 0.16% Increased
2694
FI
Financial Insights
Washington
$580K -$12.3K 2 0.15% Reduced
2695
BC
Barnett & Company
Tennessee
$580K $0 1 0.43% Maintained
2696
BWG
Berry Wealth Group
Texas
$578K +$51.9K 1 1.86% Increased
2697
FWM
Focused Wealth Management
New York
$577K -$1.38M 2 0.05% Reduced
2698
WC
Wexford Capital
Florida
$576K +$88.9K 2 0.07% Increased
2699
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$575K -$134K 2 0.31% Reduced
2700
BF
bLong Financial
Tennessee
$574K -$294K 2 0.37% Reduced