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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
2851
SFG
Sunburst Financial Group
Alabama
$255K $0 1 0.09% Maintained
2852
RIM
Rockbridge Investment Management
New York
$254K $0 1 0.04% Maintained
2853
TC
Trust Company
Kansas
$254K $0 2 0.04% Maintained
2854
TWA
Tandem Wealth Advisors
Arizona
$254K -$91.6K 1 0.15% Reduced
2855
HCA
Heck Capital Advisors
Wisconsin
$253K -$5.39K 1 0.04% Reduced
2856
PA
Planning Alternatives
Michigan
$252K $0 1 0.05% Maintained
2857
TBC
Ted Buchan & Co
California
$252K +$18K 1 0.19% Increased
2858
ACM
Avalon Capital Management
California
$252K -$190K 1 0.12% Reduced
2859
EGA
E&G Advisors
Texas
$251K +$239K 1 0.09% New
2860
VIA
Virtus Investment Advisers
Connecticut
$251K $0 1 0.17% Maintained
2861
SAM
Steinberg Asset Management
New York
$251K +$222K 1 0.24% New
2862
SG
Somerset Group
Minnesota
$250K $0 1 0.21% Maintained
2863
FA
Financial Advisors
Massachusetts
$250K $0 1 0.06% Maintained
2864
EA
Echo45 Advisors
California
$250K -$56.3K 1 0.21% Reduced
2865
Callan Family Office
Callan Family Office
Pennsylvania
$249K -$1.55M 1 0.07% Reduced
2866
CWP
Core Wealth Partners
California
$249K +$264 1 0.23% Increased
2867
CFA
Capstone Financial Advisors
Illinois
$249K +$7.43K 1 0.02% Increased
2868
RWG
Regal Wealth Group
California
$249K +$704 1 0.16% Increased
2869
SIC
Shoker Investment Counsel
Ohio
$248K +$1.11K 1 0.1% Increased
2870
GA
Gateway Advisory
New Jersey
$248K +$13.7K 1 0.05% Increased
2871
IAG
Investment Advisory Group
Massachusetts
$247K $0 1 0.13% Maintained
2872
FFG
Frisch Financial Group
New York
$246K +$233K 1 0.12% New
2873
VAFP
Vahanian & Associates Financial Planning
New York
$245K $0 1 0.78% Maintained
2874
PL
Parthenon LLC
Kentucky
$245K $0 1 0.04% Maintained
2875
PWG
Portside Wealth Group
Utah
$245K +$233K 1 0.05% New