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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
RVW Wealth
RVW Wealth
California
$265K +$275K 3 0.03% New
2802
Biltmore Family Office
Biltmore Family Office
North Carolina
$265K -$30.4K 1 0.06% Reduced
2803
Summit Wealth Partners
Summit Wealth Partners
Florida
$265K -$24.9K 1 0.07% Reduced
2804
MAWAG
Mid-American Wealth Advisory Group
Missouri
$264K +$1.46K 1 0.21% Increased
2805
SL
Sentry LLC
Tennessee
$263K -$244K 1 0.06% Reduced
2806
Verum Partners
Verum Partners
North Carolina
$262K -$104K 1 0.12% Reduced
2807
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors
Colorado
$261K +$19.4K 1 0.24% Increased
2808
CCB
Cutter & Co Brokerage
Missouri
$260K +$4.57K 1 0.08% Increased
2809
CG
Clifford Group
Massachusetts
$260K -$46.5K 1 0.28% Reduced
2810
SJIM
St. Johns Investment Management
Florida
$259K $0 2 0.15% Maintained
2811
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$259K $0 1 0.09% Maintained
2812
CPRC
Consolidated Portfolio Review Corp
New York
$259K $0 1 0.06% Maintained
2813
CT
Columbia Trust
Oregon
$258K +$3.27K 1 0.15% Increased
2814
Beacon Financial Group
Beacon Financial Group
Texas
$258K +$266K 1 0.04% New
2815
Fourpath Capital Management
Fourpath Capital Management
Oklahoma
$258K +$11.4K 1 0.19% Increased
2816
Sunburst Financial Group
Sunburst Financial Group
Alabama
$257K $0 1 0.09% Maintained
2817
AWM
Atticus Wealth Management
Florida
$257K $0 3 0.1% Maintained
2818
PP
PFS Partners
New Jersey
$256K +$438 6 0.23% Increased
2819
Summit Financial Strategies
Summit Financial Strategies
Ohio
$256K -$84.2K 1 0.05% Reduced
2820
LVZ Inc
LVZ Inc
Michigan
$255K -$9.7K 1 0.04% Reduced
2821
Tennessee Valley Asset Management Partners
Tennessee Valley Asset Management Partners
Tennessee
$253K +$715 1 0.08% Increased
2822
BDFN
Bond & Devick Financial Network
Minnesota
$253K $0 1 0.16% Maintained
2823
LGG
Luts & Greenleigh Group
Maryland
$253K -$36.6K 1 0.31% Reduced
2824
FWM
Forza Wealth Management
Florida
$252K $0 1 0.13% Maintained
2825
GTAM
Global Trust Asset Management
Florida
$251K -$95.2K 1 0.12% Reduced