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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
2876
SGAM
Smith Group Asset Management
Texas
$18K +$1.96K 1 0% Increased
2877
DWMG
DB Wealth Management Group
California
$17K +$195 3 0.01% Increased
2878
HWM
HighMark Wealth Management
Minnesota
$16K -$2.71K 4 0.01% Reduced
2879
SSWG
Seven Springs Wealth Group
Tennessee
$16K -$781 1 0.01% Reduced
2880
LAS
Lloyd Advisory Services
Georgia
$15K -$2.47K 4 0.01% Reduced
2881
FPW
Flagship Private Wealth
Massachusetts
$13.4K $0 2 0.01% Maintained
2882
CWAF
Core Wealth Advisors (Florida)
Florida
$13K $0 1 0.01% Maintained
2883
PP
Pacifica Partners
Canada
$13K +$8.72K 3 0.01% Increased
2884
TJHA
Thomas J. Herzfeld Advisors
Florida
$13K -$781 1 0.01% Reduced
2885
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$12K +$10.3K 2 0% Increased
2886
TC
Truvestments Capital
Florida
$12K -$13.6K 1 0.01% Reduced
2887
JPLA
Joseph P. Lucia & Associates
New York
$11K +$2.43K 3 0% Increased
2888
WIM
Westside Investment Management
California
$11K -$6.99K 3 0.03% Reduced
2889
RBC
Roble Belko & Company
Pennsylvania
$10K +$1.17K 2 0% Increased
2890
ARIS
Advanced Research Investment Solutions
California
$9K $0 1 0.01% Maintained
2891
ADIM
Alpha DNA Investment Management
Maryland
$8K -$1.04M 3 0.01% Reduced
2892
OAJ
Ogorek Anthony Joseph
New York
$8K $0 3 0% Maintained
2893
EAM
Eukles Asset Management
Ohio
$6K +$5.42K 1 0% New
2894
IWP
IAG Wealth Partners
Wisconsin
$6K -$14K 1 0% Reduced
2895
IHWM
Iron Horse Wealth Management
Iowa
$5K $0 1 0% Maintained
2896
LGWM
Litman Gregory Wealth Management
California
$5K $0 1 0% Maintained
2897
TIA
Traphagen Investment Advisors
New Jersey
$3.06K +$81.8M 1 0% New
2898
BHWM
Bay Harbor Wealth Management
Maryland
$2K -$1.27K 1 0% Reduced
2899
CC
Cypress Capital
Tennessee
$2K $0 1 0% Maintained
2900
FA
Financial Avengers
California
$2K $0 1 0% Maintained