← All themes

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
2851
LWP
Laurel Wealth Planning
Minnesota
$7K +$40.3K 2 0.01% New
2852
OAJ
Ogorek Anthony Joseph
New York
$7K $0 3 0% Maintained
2853
BBHBI
B, B, H, & B Inc
Alabama
$5K +$5.29K 1 0% New
2854
GA
GoalVest Advisory
New York
$5K +$5.25K 1 0% New
2855
IHWM
Iron Horse Wealth Management
Iowa
$5K +$4.36K 1 0% New
2856
NG
NWK Group
California
$5K +$4.18K 1 0% New
2857
SGAM
Seaport Global Asset Management
New York
$5K +$4.96K 1 0.01% New
2858
LGWM
Litman Gregory Wealth Management
California
$4K $0 1 0% Maintained
2859
BHWM
Bay Harbor Wealth Management
Maryland
$3K -$773 2 0% Reduced
2860
CT
Clearstead Trust
Maine
$3K $0 1 0% Maintained
2861
PP
Pacifica Partners
Canada
$3K $0 2 0% Maintained
2862
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$2K $0 1 0% Maintained
2863
FA
Financial Avengers
California
$2K +$1.54K 1 0% New
2864
TFA
Transamerica Financial Advisors
Florida
$2K $0 1 0.04% Maintained
2865
TI
tru Independence
Oregon
$1.84K +$575K 5 0% Increased
2866
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$1K $0 1 0% Maintained
2867
CWA
Carolina Wealth Advisors
South Carolina
$1K -$1.12K 1 0% Reduced
2868
CC
Cypress Capital
Tennessee
$1K +$1.18K 1 0% New
2869
SSC
Syverson Strege & Co
Iowa
$1K +$757 2 0% New
2870
BIP
Blueprint Investment Partners
North Carolina
$213 -$203K 1 0.17% Reduced
2871
WIM
Westside Investment Management
California
$108 -$6.66K 3 0% Reduced
2872
AWM
Adams Wealth Management
Utah
$0 -$21K 0 – Closed
2873
ADBIC
A.D. Beadell Investment Counsel
Wisconsin
$0 -$320K 0 – Closed
2874
Advent Capital Management
Advent Capital Management
New York
$0 -$4.12M 0 – Closed
2875
AO
Advisor OS
Illinois
$0 -$236K 0 – Closed