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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
Sax Wealth Advisors
Sax Wealth Advisors
New Jersey
$204K $0 1 0.07% Maintained
2752
VIM
Vista Investment Management
Pennsylvania
$204K +$194K 1 0.13% New
2753
BMWM
Brown Miller Wealth Management
Virginia
$203K +$193K 1 0.14% New
2754
AFM
Abbot Financial Management
Massachusetts
$202K -$21.4K 1 0.09% Reduced
2755
OFS
Orrstown Financial Services
Pennsylvania
$202K -$15.4K 1 0.29% Reduced
2756
6F
626 Financial
Michigan
$201K +$125K 1 0.13% New
2757
NFG
Nations Financial Group
Iowa
$201K +$192K 1 0.05% New
2758
SKK
Shepherd Kaplan Krochuk
Massachusetts
$198K -$45.3K 1 0.08% Reduced
2759
NIM
NXG Investment Management
Texas
$195K +$273K 1 0.02% New
2760
IRAG
Investment Research & Advisory Group
Georgia
$191K $0 1 0.14% Maintained
2761
WFA
West Financial Advisors
Iowa
$188K $0 1 0.06% Maintained
2762
KFI
Key Financial Inc
Pennsylvania
$179K -$3.17K 2 0.12% Reduced
2763
Country Trust Bank
Country Trust Bank
Illinois
$178K +$24.8K 2 0.01% Increased
2764
LAIC
Lederer & Associates Investment Counsel
California
$178K +$164K 2 0.13% New
2765
PWMG
Prestige Wealth Management Group
New Jersey
$175K -$29K 9 0.05% Reduced
2766
MA
MYDA Advisors
New York
$169K -$274K 1 0.05% Reduced
2767
RCM
Regency Capital Management
Hawaii
$168K +$160K 1 0.18% New
2768
FNBOSM
First National Bank of South Miami
Florida
$167K -$5.44K 2 0.13% Reduced
2769
SIS
Sound Income Strategies
Florida
$166K +$33.7K 5 0.03% Increased
2770
EAM
Exos Asset Management
New York
$165K +$231K 1 0.13% New
2771
LWA
Lenox Wealth Advisors
New York
$158K -$24.3K 5 0.02% Reduced
2772
SC
Sierra Capital
Florida
$155K +$147K 3 0.03% New
2773
CA
Crewe Advisors
Utah
$154K -$5.87K 5 0.04% Reduced
2774
SWP
ShoreHaven Wealth Partners
New Jersey
$149K $0 2 0.08% Maintained
2775
SC
Solstein Capital
California
$149K +$141K 4 0.2% New