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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
RWI
Red Wave Investments
Pennsylvania
$400K +$3.1K 1 0.14% Increased
2877
TFGT
TS Financial Group (TSFG)
Illinois
$399K -$7.97K 3 0.09% Reduced
2878
CFP
Cypress Financial Planning
New Jersey
$397K +$561 1 0.15% Increased
2879
CCP
Clarity Capital Partners
California
$396K $0 1 0.23% Maintained
2880
WDC
Woodward Diversified Capital
California
$395K -$7.86K 1 0.25% Reduced
2881
PGF
Plan Group Financial
Oklahoma
$394K -$22.1K 1 0.21% Reduced
2882
AC
ASB Consultores
Florida
$393K +$105K 1 0.16% Increased
2883
PCWA
Pacific Capital Wealth Advisors
California
$393K -$7.43K 4 0.07% Reduced
2884
SMWM
Silvia McColl Wealth Management
California
$393K $0 1 0.29% Maintained
2885
AWA
Alta Wealth Advisors
Massachusetts
$392K +$17.1K 1 0.18% Increased
2886
LFP
Leeward Financial Partners
Washington
$392K $0 1 0.15% Maintained
2887
Private Management Group
Private Management Group
California
$391K $0 1 0.01% Maintained
2888
LWA
Ledgewood Wealth Advisors
New Hampshire
$390K $0 1 0.26% Maintained
2889
DAM
Diamant Asset Management
Connecticut
$388K $0 1 0.24% Maintained
2890
MFG
Menard Financial Group
Texas
$387K +$79K 1 0.26% Increased
2891
CT
ClearAlpha Technologies
Connecticut
$387K +$76.1K 1 0.11% Increased
2892
BDF
Black Diamond Financial
Maryland
$386K -$15.1K 1 0.07% Reduced
2893
1WA
180 Wealth Advisors
Washington
$386K -$478K 1 0.06% Reduced
2894
KCPG
Kavar Capital Partners Group
Kansas
$386K -$41.1K 1 0.06% Reduced
2895
FI
Finivi Inc
Massachusetts
$385K -$16.5K 1 0.31% Reduced
2896
UAG
United Advisor Group
Ohio
$383K +$382K 1 0.09% New
2897
AAS
Asset Allocation Strategies
Michigan
$383K -$39.5K 1 0.11% Reduced
2898
XSC
X-Square Capital
Puerto Rico
$381K +$68.5K 1 0.17% Increased
2899
CWM
Chesapeake Wealth Management
Virginia
$381K -$99.3K 1 0.13% Reduced
2900
CA
Calton & Associates
Florida
$380K +$68.9K 1 0.15% Increased