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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
2751
MAG
Mayfair Advisory Group
Alabama
$536K +$25.3K 2 0.16% Increased
2752
LWPC
Legacy Wealth Partners (Colorado)
Colorado
$535K +$210K 2 0.12% Increased
2753
PIA
Perennial Investment Advisors
California
$535K +$2.73K 2 0.04% Increased
2754
LFP
Leeward Financial Partners
Washington
$534K -$9.19K 1 0.14% Reduced
2755
EWM
Elmwood Wealth Management
California
$534K -$527K 1 0.13% Reduced
2756
RP
Rice Partnership
Hawaii
$533K -$227K 2 0.06% Reduced
2757
WG
Wellington Group
Indiana
$531K -$532K 1 0.14% Reduced
2758
LAM
Lewis Asset Management
California
$530K -$429K 1 0.19% Reduced
2759
KRW
Kaufman Rossin Wealth
Florida
$530K $0 1 0.25% Maintained
2760
DWM
DecisionMap Wealth Management
Virginia
$529K -$94.6K 1 0.3% Reduced
2761
CWWM
Clear Wave Wealth Management
New Jersey
$529K +$7.06K 1 0.1% Increased
2762
FFO
Fortitude Family Office
Arizona
$528K +$166K 19 0.1% Increased
2763
FMN
Financial Management Network
California
$528K -$524K 1 0.08% Reduced
2764
RIA
Regal Investment Advisors
Michigan
$527K -$592K 1 0.03% Reduced
2765
JE
JMAC Enterprises
Pennsylvania
$526K -$390K 1 0.09% Reduced
2766
SHFA
SS&H Financial Advisors
Michigan
$526K +$525K 1 0.13% New
2767
AWA
Acorn Wealth Advisors
Michigan
$525K -$8.57K 2 0.13% Reduced
2768
GCA
Genesee Capital Advisors
New York
$523K +$211K 2 0.16% Increased
2769
C
Covestor
United Kingdom
$522K -$59.8K 20 0.3% Reduced
2770
FI
Finivi Inc
Massachusetts
$521K +$519K 1 0.27% New
2771
SIC
Sterling Investment Counsel
New York
$520K $0 1 0.12% Maintained
2772
Plancorp LLC
Plancorp LLC
Missouri
$520K -$451K 2 0.01% Reduced
2773
MWA
Muirfield Wealth Advisors
North Carolina
$519K +$29.9K 1 0.34% Increased
2774
KFG
Kingdom Financial Group
Arizona
$517K -$244K 5 0.13% Reduced
2775
IMT
Investment Management Trust
Massachusetts
$517K -$302K 1 0.46% Reduced