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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
IWA
IVC Wealth Advisors
Pennsylvania
$224K $0 1 0.16% Maintained
2727
NF
Nikulski Financial
Iowa
$224K $0 1 0.1% Maintained
2728
SWMG
Strategic Wealth Management Group
Maryland
$224K -$80.3K 1 0.08% Reduced
2729
BB
Bell Bank
North Dakota
$223K +$10.8K 1 0.03% Increased
2730
CG
CFO4Life Group
Texas
$223K +$205K 1 0.05% New
2731
QCIG
Quad-Cities Investment Group
Iowa
$223K +$6.34K 1 0.15% Increased
2732
EGA
E&G Advisors
Texas
$222K -$227K 0 – Closed
2733
IPW
Inlet Private Wealth
Florida
$222K +$214K 1 0.06% New
2734
FCMC
Founders Capital Management (Connecticut)
Connecticut
$221K -$13.8K 1 0.05% Reduced
2735
SVCP
Silicon Valley Capital Partners
California
$221K +$203K 1 0.04% New
2736
WCG
Weaver Consulting Group
California
$220K -$5.07K 1 0.12% Reduced
2737
KA
KLCM Advisors
Wisconsin
$219K +$206K 1 0.05% New
2738
MLFP
MPS Loria Financial Planners
Illinois
$219K -$49.8K 1 0.1% Reduced
2739
OFA
Oak Family Advisors
Illinois
$219K +$224K 1 0.09% New
2740
SDJVC
St. Denis J. Villere & Co
Louisiana
$219K $0 1 0.01% Maintained
2741
BWM
Bulltick Wealth Management
Florida
$217K -$65.7K 1 0.05% Reduced
2742
AIM
AMI Investment Management
Indiana
$216K +$221K 1 0.09% New
2743
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$216K -$300K 1 0.01% Reduced
2744
AIS
American Investment Services
Massachusetts
$215K +$202K 1 0.05% New
2745
AP
Arlington Partners
Alabama
$215K -$37K 5 0.07% Reduced
2746
FA
Fiducient Advisors
Illinois
$215K $0 1 0.07% Maintained
2747
TI
tru Independence
Oregon
$215K -$847K 2 0.06% Reduced
2748
TCWM
Total Clarity Wealth Management
Illinois
$214K -$19.5K 1 0.12% Reduced
2749
GWS
Glassman Wealth Services
Virginia
$213K -$33K 8 0.04% Reduced
2750
CMO
Covenant Multifamily Offices
Texas
$211K -$402K 1 0.04% Reduced