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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
2926
PBC
Pavion Blue Capital
California
$211K -$284K 1 0.13% Reduced
2927
FVWA
Foster Victor Wealth Advisors
South Carolina
$210K +$915 1 0.02% Increased
2928
GG
GenWealth Group
New Jersey
$210K $0 1 0.06% Maintained
2929
KA
Kure Advisory
Minnesota
$209K +$220K 1 0.12% New
2930
AR
Apeiron RIA
Texas
$209K +$1.11K 1 0.07% Increased
2931
VFP
Verus Financial Partners
Virginia
$209K $0 1 0.03% Maintained
2932
APW
Austin Private Wealth
Texas
$208K -$7.13K 1 0.03% Reduced
2933
EWA
Encompass Wealth Advisors
Oregon
$208K $0 1 0.07% Maintained
2934
MCM
Mengis Capital Management
Oregon
$208K $0 1 0.04% Maintained
2935
WLIM
White Lighthouse Investment Management
Massachusetts
$208K $0 1 0.05% Maintained
2936
ACM
AUA Capital Management
Pennsylvania
$207K +$218K 1 0.15% New
2937
LWM
Liberty Wealth Management
California
$207K -$207K 1 0.05% Reduced
2938
CAM
CPA Asset Management
Florida
$206K +$206K 1 0.14% New
2939
Vise Technologies
Vise Technologies
New York
$206K +$18.5K 1 0.05% Increased
2940
TI
tru Independence
Oregon
$206K +$203K 1 0.07% New
2941
CHA
Cooper/Haims Advisors
New York
$205K $0 1 0.16% Maintained
2942
MWM
Mascoma Wealth Management
New Hampshire
$205K +$18.6K 3 0.06% Increased
2943
WFAG
Worth Financial Advisory Group
North Carolina
$205K +$205K 1 0.19% New
2944
MIM
Macroview Investment Management
Maryland
$205K +$91.2K 5 0.27% Increased
2945
AWM
Aprio Wealth Management
Georgia
$205K +$216K 1 0.06% New
2946
CWM
Cabot Wealth Management
Massachusetts
$205K +$216K 1 0.03% New
2947
CA
Centerpoint Advisors
Massachusetts
$205K -$268 5 0.09% Reduced
2948
TWM
Triton Wealth Management
Arizona
$205K -$2.63M 1 0.14% Reduced
2949
FA
Fiduciary Alliance
South Carolina
$205K -$71.2K 1 0.05% Reduced
2950
MWP
Madison Wealth Partners
Wisconsin
$205K +$204K 1 0.1% New