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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
2901
RDIA
RE Dickinson Investment Advisors
Iowa
$19K -$10K 1 0% Reduced
2902
IFS
Intelligent Financial Strategies
Minnesota
$18K $0 1 0.02% Maintained
2903
MCA
Maryland Capital Advisors
Maryland
$18K +$20K 2 0.02% New
2904
LC
Legacy CG
Texas
$17K +$20.1K 1 0.01% New
2905
MWM
Maltin Wealth Management
New Jersey
$17K -$222K 1 0.01% Reduced
2906
TC
Truvestments Capital
Florida
$15K +$15.7K 3 0.01% New
2907
BDWM
Brewin Dolphin Wealth Management
Ireland
$14K -$11K 1 0% Reduced
2908
DAM
Deltec Asset Management
New York
$14K -$5.63M 0 – Closed
2909
CP
Castleview Partners
Texas
$14K +$14.4K 1 0.01% New
2910
BA
Bivin & Associates
Oklahoma
$13K -$11.9K 2 0.01% Reduced
2911
KIG
Kessler Investment Group
Indiana
$13K -$3.69M 1 0.01% Reduced
2912
SMG
Spectrum Management Group
Indiana
$13K -$9K 1 0% Reduced
2913
WIM
Westside Investment Management
California
$9.97K -$25.5K 4 0.02% Reduced
2914
HWM
HighMark Wealth Management
Minnesota
$9K +$2.06K 3 0.01% Increased
2915
FWA
FSC Wealth Advisors
New York
$8K +$8.35K 2 0.07% New
2916
PFA
Professional Financial Advisors
Nebraska
$8K $0 1 0% Maintained
2917
ARIS
Advanced Research Investment Solutions
California
$7K $0 1 0% Maintained
2918
BI
Bramshill Investments
Florida
$7K +$6.46K 1 0% New
2919
IFA
Interactive Financial Advisors
Illinois
$6K $0 1 0% Maintained
2920
LWP
Laurel Wealth Planning
Minnesota
$6K $0 1 0% Maintained
2921
OAJ
Ogorek Anthony Joseph
New York
$6K $0 3 0% Maintained
2922
SFO
Standard Family Office
South Dakota
$6K +$7.03K 3 0.06% New
2923
WOSD
WFA of San Diego
California
$6K +$6.64K 1 0.01% New
2924
EAM
Eukles Asset Management
Ohio
$5K $0 1 0% Maintained
2925
GAG
Goodman Advisory Group
Massachusetts
$5K +$5.93K 1 0% New