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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
2726
MSWM
Mowery & Schoenfeld Wealth Management
Illinois
$553K -$40.6K 4 0.75% Reduced
2727
ANBOT
American National Bank of Texas
Texas
$551K $0 2 0.5% Maintained
2728
PAM
PCG Asset Management
New Jersey
$551K -$156K 2 0.39% Reduced
2729
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$550K +$520K 2 0.04% New
2730
GGS
Galvin Gaustad & Stein
Arizona
$549K -$605K 1 0.04% Reduced
2731
LWM
LightSquare Wealth Management
Michigan
$549K -$6.21K 1 0.38% Reduced
2732
SIA
Schear Investment Advisers
Ohio
$549K -$555K 1 0.18% Reduced
2733
AGC
Aspen Grove Capital
Colorado
$548K -$547K 1 0.08% Reduced
2734
LFS
Legacy Financial Strategies
Kansas
$548K -$548K 1 0.08% Reduced
2735
W
Wealthquest
Ohio
$548K -$95.7K 2 0.03% Reduced
2736
MHC
May Hill Capital
Massachusetts
$547K +$46K 2 0.11% Increased
2737
ASG
Advisory Solutions Group
Minnesota
$546K +$544K 1 0.19% New
2738
GIC
Generali Investments CEE
Czech Republic
$546K -$525K 1 0.03% Reduced
2739
MEG
Millstone Evans Group
Colorado
$546K -$301K 4 0.3% Reduced
2740
IWP
IAG Wealth Partners
Wisconsin
$546K +$46.7K 2 0.05% Increased
2741
CG
CFO4Life Group
Texas
$545K -$40K 1 0.07% Reduced
2742
CFA
Cahill Financial Advisors
Minnesota
$545K -$567K 1 0.05% Reduced
2743
SCM
Sunbeam Capital Management
Georgia
$545K -$201K 1 0.25% Reduced
2744
TPWA
TRUE Private Wealth Advisors
Oregon
$544K -$276K 2 0.05% Reduced
2745
Destination Wealth Management
Destination Wealth Management
California
$543K -$306K 2 0.01% Reduced
2746
FSA
Financial Sense Advisors
California
$543K -$531K 1 0.11% Reduced
2747
MAM
Morse Asset Management
Connecticut
$538K -$76.2K 3 0.09% Reduced
2748
SGFG
Silver Grove Financial Group
New York
$537K +$89.7K 16 0.29% Increased
2749
ACG
Allen Capital Group
Nebraska
$536K -$87K 2 0.04% Reduced
2750
MAG
Mayfair Advisory Group
Alabama
$536K +$25.3K 2 0.16% Increased