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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
RFP
RCS Financial Planning
Maryland
$317K $0 1 0.19% Maintained
2927
BFG
Beacon Financial Group
Texas
$317K +$21.9K 1 0.04% Increased
2928
JBA
Johnson Bixby & Associates
Washington
$316K -$10.1K 1 0.05% Reduced
2929
WF
Warner Financial
Maryland
$316K $0 1 0.15% Maintained
2930
SFP
Sterling Financial Planning
New Jersey
$315K $0 1 0.13% Maintained
2931
FFO
Fortitude Family Office
Arizona
$312K +$13.8K 5 0.18% Increased
2932
RIA
Regal Investment Advisors
Michigan
$310K -$19.2K 1 0.02% Reduced
2933
LWM
Liberty Wealth Management
California
$310K -$5.41K 1 0.06% Reduced
2934
MHR
Matthew Hamilton Rosenberg
$310K -$69.8K 5 0.09% Reduced
2935
CT
ClearAlpha Technologies
Connecticut
$309K -$61.4K 1 0.1% Reduced
2936
MWA
Muirfield Wealth Advisors
North Carolina
$309K +$11.8K 1 0.29% Increased
2937
CCT
Capital City Trust
Florida
$309K -$284K 1 0.08% Reduced
2938
PHIC
Pine Haven Investment Counsel
Massachusetts
$309K $0 1 0.27% Maintained
2939
FA
FDx Advisors
Illinois
$308K -$620K 1 0.09% Reduced
2940
KWM
Kolinsky Wealth Management
New Jersey
$308K +$8.56K 1 0.22% Increased
2941
RWP
Revolve Wealth Partners
New Jersey
$308K +$1.14K 1 0.05% Increased
2942
FWM
Foguth Wealth Management
Michigan
$307K +$51K 1 0.14% Increased
2943
TFF
The Family Firm
Maryland
$307K +$295K 4 0.07% New
2944
CG
Clifford Group
Massachusetts
$305K $0 1 0.25% Maintained
2945
OCM
Orion Capital Management
California
$304K -$4.83K 4 0.16% Reduced
2946
Aspiriant LLC
Aspiriant LLC
California
$304K -$454K 1 0.01% Reduced
2947
PWM
Palumbo Wealth Management
New York
$303K -$5.33K 1 0.13% Reduced
2948
CMS
Capital Market Strategies
Florida
$302K +$18.5K 1 0.19% Increased
2949
BGAI
Bruce G. Allen Investments
Colorado
$302K -$42.7K 9 0.25% Reduced
2950
GSIS
Global Strategic Investment Solutions
Arizona
$302K $0 1 0.04% Maintained