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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
SPWM
Schrum Private Wealth Management
Florida
$251K $0 1 0.29% Maintained
2827
MF
Montis Financial
Massachusetts
$250K -$380K 1 0.17% Reduced
2828
ICP
Interchange Capital Partners
Pennsylvania
$250K +$262K 1 0.2% New
2829
HI
Human Investing
Oregon
$250K +$262K 1 0.06% New
2830
WDC
Woodward Diversified Capital
California
$250K +$51.3K 1 0.18% Increased
2831
MPMG
Minneapolis Portfolio Management Group
Minnesota
$249K $0 1 0.04% Maintained
2832
PCWA
Pacific Capital Wealth Advisors
California
$249K -$13.2K 1 0.07% Reduced
2833
SDJVC
St. Denis J. Villere & Co
Louisiana
$248K -$19.4K 1 0.02% Reduced
2834
GA
Gateway Advisory
New Jersey
$248K +$28K 1 0.05% Increased
2835
PPG
Peak Planning Group
Colorado
$248K +$987 1 0.19% Increased
2836
MSWM
McGlone Suttner Wealth Management
Wisconsin
$247K +$4.21K 1 0.06% Increased
2837
BMC
Benin Management Corp
Connecticut
$247K $0 1 0.09% Maintained
2838
HFS
Heritage Financial Services
Massachusetts
$246K +$39.5K 1 0.05% Increased
2839
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$246K +$3.11K 1 0.04% Increased
2840
ETIA
Epic Trust Investment Advisors
Washington
$246K +$247K 1 0.39% New
2841
GCM
Gables Capital Management
Florida
$245K -$12.3K 3 0.17% Reduced
2842
BWM
BCS Wealth Management
Tennessee
$245K +$257K 1 0.1% New
2843
AIM
AMI Investment Management
Indiana
$244K $0 1 0.11% Maintained
2844
IPW
Inlet Private Wealth
Florida
$244K $0 1 0.08% Maintained
2845
HIC
Hartline Investment Corp
Illinois
$243K +$40K 1 0.04% Increased
2846
FP
Fiduciary Planning
Florida
$243K $0 1 0.11% Maintained
2847
OCM
Objective Capital Management
Ohio
$243K +$255K 1 0.22% New
2848
EGA
E&G Advisors
Texas
$242K +$19.4K 1 0.09% Increased
2849
HAC
Harbor Advisory Corp
New Hampshire
$242K $0 1 0.09% Maintained
2850
CFG
CKW Financial Group
Hawaii
$241K $0 2 0.04% Maintained