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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
2701
BFG
Barber Financial Group
Kansas
$215K -$4.53K 1 0.06% Reduced
2702
DWM
Dorchester Wealth Management
Quebec, Canada
$215K $0 1 0.05% Maintained
2703
DSN
D. Scott Neal
Kentucky
$215K $0 1 0.09% Maintained
2704
OWA
One Wealth Advisors
California
$215K +$220K 1 0.07% New
2705
JWM
Janiczek Wealth Management
Colorado
$214K +$27.8K 7 0.07% Increased
2706
AMM
American Money Management
California
$213K $0 1 0.07% Maintained
2707
BL
Bleichroeder LP
New York
$213K $0 1 0.04% Maintained
2708
CA
Cambridge Advisors
Nebraska
$213K $0 1 0.06% Maintained
2709
TAM
Taurus Asset Management
New York
$213K $0 1 0.03% Maintained
2710
RIM
Rockbridge Investment Management
New York
$212K -$61.5K 1 0.05% Reduced
2711
MA
Maxele Advisors
Missouri
$212K -$523 1 0.36% Reduced
2712
COCM
Charter Oak Capital Management
New Hampshire
$212K -$302K 1 0.03% Reduced
2713
LCM
Landscape Capital Management
New Jersey
$212K +$76.9K 1 0.03% Increased
2714
MW
MBL Wealth
North Carolina
$212K +$2.79K 1 0.05% Increased
2715
SWA
SOA Wealth Advisors
New York
$212K -$3.03K 5 0.06% Reduced
2716
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$212K +$16.9K 1 0.01% Increased
2717
AF
Aldebaran Financial
$211K -$985 1 0.23% Reduced
2718
AC
Asio Capital
Kentucky
$211K -$4.01K 1 0.07% Reduced
2719
SFP
Sandbox Financial Partners
Maryland
$211K +$1.04K 1 0.15% Increased
2720
HWM
Horizons Wealth Management
North Carolina
$210K $0 1 0.19% Maintained
2721
Nomura Holdings
Nomura Holdings
Japan
$210K -$416K 2 0% Reduced
2722
PP
PFS Partners
New Jersey
$210K +$376 7 0.23% Increased
2723
PFT
Providence First Trust
Arizona
$209K $0 1 0.13% Maintained
2724
AC
Addison Capital
Pennsylvania
$208K $0 1 0.13% Maintained
2725
CMS
Capital Market Strategies
Florida
$208K +$212K 1 0.23% New