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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
FA
Fiducient Advisors
Illinois
$208K $0 1 0.06% Maintained
2752
IPW
Inlet Private Wealth
Florida
$208K $0 1 0.06% Maintained
2753
PRWA
Platte River Wealth Advisors
Colorado
$208K -$18.5K 1 0.08% Reduced
2754
AWP
Abacus Wealth Partners
California
$206K +$215K 1 0.08% New
2755
NRI
NFP Retirement Inc
California
$205K +$219K 1 0.08% New
2756
CB
Cadence Bank
Mississippi
$205K +$213K 1 0.03% New
2757
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$205K +$213 1 0.04% Increased
2758
MSCM
McElhenny Sheffield Capital Management
Texas
$205K +$219K 1 0.09% New
2759
NF
Nikulski Financial
Iowa
$205K $0 1 0.09% Maintained
2760
EW
Element Wealth
Mississippi
$203K -$1.71K 1 0.16% Reduced
2761
APW
Austin Private Wealth
Texas
$202K +$6.18K 1 0.04% Increased
2762
ME
McIlrath & Eck
Washington
$202K -$52.2K 8 0.06% Reduced
2763
PPW
Parcion Private Wealth
Washington
$202K +$204K 1 0.02% New
2764
PI
Pettee Investors
Connecticut
$202K $0 1 0.09% Maintained
2765
Plancorp LLC
Plancorp LLC
Missouri
$202K +$215K 1 0.01% New
2766
DI
DFPG Investments
Utah
$201K -$25.6K 1 0.08% Reduced
2767
IWA
IVC Wealth Advisors
Pennsylvania
$201K -$16.8K 1 0.14% Reduced
2768
PAG
Private Advisory Group
Washington
$201K +$209K 1 0.05% New
2769
TWM
Titus Wealth Management
California
$201K +$2.56K 1 0.11% Increased
2770
Sax Wealth Advisors
Sax Wealth Advisors
New Jersey
$200K $0 1 0.05% Maintained
2771
FC
FCA Corp
Texas
$198K $0 1 0.06% Maintained
2772
HI
Hendershot Investments
Virginia
$198K $0 1 0.04% Maintained
2773
AWM
Avondale Wealth Management
Texas
$193K +$113K 2 0.19% Increased
2774
IRAG
Investment Research & Advisory Group
Georgia
$188K $0 1 0.12% Maintained
2775
CC
Corsicana & Co
Texas
$187K $0 1 0.12% Maintained