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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
2801
WF
Wayfinding Financial
Washington
$291K +$312K 1 0.23% New
2802
Circle Wealth Management
Circle Wealth Management
New Jersey
$290K -$21.4K 1 0.04% Reduced
2803
CFG
CKW Financial Group
Hawaii
$290K -$38.9K 2 0.04% Reduced
2804
PAMG
Patton Albertson Miller Group
Tennessee
$289K $0 1 0.05% Maintained
2805
WWM
Wolff Wiese Magana
California
$289K -$57.8K 4 0.19% Reduced
2806
GC
Garde Capital
Washington
$287K +$404 2 0.03% Increased
2807
OCPWS
One Charles Private Wealth Services
Massachusetts
$287K +$202 1 0.16% Increased
2808
BIC
Beach Investment Counsel
Pennsylvania
$286K $0 1 0.04% Maintained
2809
OWM
OneAscent Wealth Management
Alabama
$286K -$1.8M 1 0.71% Reduced
2810
MAWAG
Mid-American Wealth Advisory Group
Missouri
$285K +$293K 1 0.23% New
2811
RWG
Regal Wealth Group
California
$284K -$33.1K 1 0.16% Reduced
2812
HAS
HBW Advisory Services
California
$283K $0 1 0.07% Maintained
2813
SWMG
Signature Wealth Management Group
Georgia
$283K $0 1 0.14% Maintained
2814
TWP
Tower Wealth Partners
Pennsylvania
$283K -$39.2K 1 0.29% Reduced
2815
Waverly Advisors
Waverly Advisors
Alabama
$283K -$273K 1 0.02% Reduced
2816
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$282K -$2.02K 1 0.02% Reduced
2817
MPMG
Minneapolis Portfolio Management Group
Minnesota
$281K -$214K 1 0.03% Reduced
2818
PFWA
Paces Ferry Wealth Advisors
Georgia
$281K -$8.32K 1 0.2% Reduced
2819
TC
Trilogy Capital
California
$281K +$67.4K 1 0.02% Increased
2820
PMAM
Penn Mutual Asset Management
Pennsylvania
$280K $0 1 0.3% Maintained
2821
HPWM
Highland Private Wealth Management
Washington
$278K +$22.4K 1 0.04% Increased
2822
MFG
Menard Financial Group
Texas
$278K +$276K 1 0.23% New
2823
SCM
Stevens Capital Management
Pennsylvania
$278K -$300K 1 0.06% Reduced
2824
FAM
Flaharty Asset Management
Florida
$277K -$7.87K 1 0.05% Reduced
2825
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$277K -$63.6K 1 0.8% Reduced