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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
One Capital Management
One Capital Management
California
$231K -$80K 1 0.01% Reduced
2877
ATIA
American Trust Investment Advisors
New Hampshire
$231K $0 1 0.13% Maintained
2878
AC
Addison Capital
Pennsylvania
$230K $0 1 0.18% Maintained
2879
KFS
Kaizen Financial Strategies
California
$230K -$4.21K 1 0.19% Reduced
2880
HCM
Highlander Capital Management
New Jersey
$229K +$21.6K 2 0.09% Increased
2881
SAM
Seelaus Asset Management
New Jersey
$229K +$240K 1 0.26% New
2882
HA
HFG Advisors
Ohio
$228K +$18.3K 1 0.25% Increased
2883
SRC
Sage Rhino Capital
California
$228K +$17.4K 1 0.06% Increased
2884
CWA
Consilium Wealth Advisory
Texas
$228K -$553K 1 0.16% Reduced
2885
WP
WealthPLAN Partners
Nebraska
$227K -$116K 1 0.03% Reduced
2886
RFG
RFP Financial Group
Georgia
$227K $0 8 0.1% Maintained
2887
RIM
Rockbridge Investment Management
New York
$226K $0 1 0.04% Maintained
2888
IWN
Independent Wealth Network
Iowa
$225K +$2.48K 1 0.14% Increased
2889
TAM
Titleist Asset Management
Texas
$225K +$13.4K 1 0.05% Increased
2890
PA
Planning Alternatives
Michigan
$225K $0 1 0.04% Maintained
2891
AFP
Ausdal Financial Partners
Iowa
$224K -$6.22K 1 0.03% Reduced
2892
ACM
Avalon Capital Management
California
$224K $0 1 0.11% Maintained
2893
TF
Trek Financial
Arizona
$224K +$8.42K 1 0.02% Increased
2894
Index Fund Advisors
Index Fund Advisors
California
$224K +$235K 1 0.01% New
2895
SWA
SOA Wealth Advisors
New York
$224K -$44.7K 4 0.06% Reduced
2896
SG
Somerset Group
Minnesota
$223K $0 1 0.21% Maintained
2897
IAG
Investment Advisory Group
Massachusetts
$222K +$2.74K 1 0.12% Increased
2898
SIC
Shoker Investment Counsel
Ohio
$222K +$1.28K 1 0.1% Increased
2899
JEST
JTC Employer Solutions Trustee
Jersey
$222K +$131K 1 0.02% Increased
2900
WW
Waterfront Wealth
Kansas
$222K $0 1 0.07% Maintained