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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
2826
BCPWM
Bradley & Co Private Wealth Management
Florida
$102K $0 2 0.09% Maintained
2827
JEST
JTC Employer Solutions Trustee
Jersey
$98K +$91.5K 2 0.01% New
2828
FFG
Ford Financial Group
California
$97K +$95.5K 2 0.04% New
2829
PGIM Custom Harvest
PGIM Custom Harvest
New Jersey
$97K $0 1 0.02% Maintained
2830
AWM
Avondale Wealth Management
Texas
$93K $0 2 0.09% Maintained
2831
EWA
Evolution Wealth Advisors
Florida
$90K -$67 4 0.02% Reduced
2832
HS
HighVista Strategies
Massachusetts
$87K $0 1 0.06% Maintained
2833
AFS
Annapolis Financial Services
Maryland
$84K $0 3 0.03% Maintained
2834
AA
AlphaCentric Advisors
Puerto Rico
$82K +$77.5K 1 0.02% New
2835
LF
Lee Financial
Texas
$82K +$6.58K 4 0.02% Increased
2836
SFA
Semmax Financial Advisors
North Carolina
$82K -$20.9K 2 0.03% Reduced
2837
Larson Financial Group
Larson Financial Group
Missouri
$79K -$1.61K 4 0.02% Reduced
2838
GGI
Godsey & Gibb Inc
Virginia
$78K +$76.3K 1 0.05% New
2839
FGAM
Financial Gravity Asset Management
Texas
$76K +$386 2 0.03% New
2840
POIA
Pin Oak Investment Advisors
Texas
$74K +$29.4K 3 0.08% Increased
2841
RA
Resolute Advisors
California
$74K $0 4 0.01% Maintained
2842
DA
Denali Advisors
California
$73K +$67K 1 0.03% New
2843
IPW
IronBridge Private Wealth
Texas
$73K +$211 2 0.04% Increased
2844
IP
Isthmus Partners
Wisconsin
$71K +$65.5K 2 0.01% New
2845
BAM
Bellevue Asset Management
Washington
$70K -$35K 1 0.04% Reduced
2846
Harding Loevner
Harding Loevner
New Jersey
$69K $0 1 0% Maintained
2847
ASBI
American State Bank (Iowa)
Iowa
$65.8K $0 1 0.05% Maintained
2848
KLWA
Kelly Lawrence W & Associates
California
$64K $0 1 0.01% Maintained
2849
MWC
MBM Wealth Consultants
Missouri
$60K -$5.5K 3 0.03% Reduced
2850
TFGT
TS Financial Group (TSFG)
Illinois
$59K -$21.7K 4 0.02% Reduced