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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
2951
WFA
West Financial Advisors
Iowa
$127K $0 1 0.03% Maintained
2952
CCP
Carmel Capital Partners
California
$123K -$76.1K 1 0.07% Reduced
2953
M1FG
Mach-1 Financial Group
Arkansas
$121K -$1.3M 1 0.77% Reduced
2954
SIS
Sound Income Strategies
Florida
$121K -$2.99K 5 0.01% Reduced
2955
MIM
Macroview Investment Management
Maryland
$118K -$10.2K 2 0.19% Reduced
2956
LF
Lee Financial
Texas
$117K -$4.19K 5 0.02% Reduced
2957
PCA
Providence Capital Advisors
North Carolina
$116K -$4.76M 3 0.03% Reduced
2958
CPFP
Clear Perspectives Financial Planning
Ohio
$115K $0 2 0.06% Maintained
2959
MAM
Marquette Asset Management
Minnesota
$115K $0 3 0.03% Maintained
2960
NFSG
Newbridge Financial Services Group
Florida
$115K -$11.6K 5 0.06% Reduced
2961
TC
Truvestments Capital
Florida
$113K +$75.2K 2 0.06% Increased
2962
NIMI
Natixis Investment Managers International
France
$112K +$119K 1 0.01% New
2963
MAWCM
Mine & Arao Wealth Creation & Management
California
$109K $0 2 0.07% Maintained
2964
CWM
Cedar Wealth Management
California
$108K +$5.8K 3 0.04% Increased
2965
POIA
Pin Oak Investment Advisors
Texas
$104K +$77.5K 2 0.13% Increased
2966
MLA
MB, Levis & Associates
Pennsylvania
$103K +$26.5K 1 0.07% Increased
2967
NC
NewSquare Capital
Pennsylvania
$102K +$37K 6 0.01% Increased
2968
MFT
Moisand Fitzgerald Tamayo
Florida
$100K $0 4 0.02% Maintained
2969
CH
Canton Hathaway
Rhode Island
$98K $0 3 0.03% Maintained
2970
EWP
Elevation Wealth Partners
California
$95.9K +$99.1K 2 0.09% New
2971
RFG
RFP Financial Group
Georgia
$95K -$131K 8 0.11% Reduced
2972
AWM
Avondale Wealth Management
Texas
$94.1K $0 2 0.08% Maintained
2973
FDCC
Foster Dykema Cabot & Co
Massachusetts
$93K +$91.2K 1 0.01% New
2974
GWSA
Global Wealth Strategies & Associates
Colorado
$92.2K $0 2 0.05% Maintained
2975
FA
Fortis Advisors
Pennsylvania
$91.5K $0 1 0.06% Maintained