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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
3001
FFA
Fairfield Financial Advisors
Massachusetts
$57.9K +$188 2 0.03% Increased
3002
LFA
Level Financial Advisors
New York
$57.8K -$752 2 0.03% Reduced
3003
ASBI
American State Bank (Iowa)
Iowa
$57.3K $0 1 0.04% Maintained
3004
CWM
Cranbrook Wealth Management
Michigan
$55.4K $0 1 0.02% Maintained
3005
OCM
Osterweis Capital Management
California
$55K -$63.9K 2 0% Reduced
3006
BWS
Buck Wealth Strategies
Colorado
$53.5K +$56.1K 2 0.03% New
3007
AWM
Abound Wealth Management
Tennessee
$51.9K +$3.81K 4 0.02% Increased
3008
GM
GeoWealth Management
Illinois
$51K -$488K 2 0.01% Reduced
3009
FSWA
Financial Synergies Wealth Advisors
Texas
$50.6K +$18.9K 3 0.01% Increased
3010
SCA
Stuart Chaussee & Associates
California
$50.3K $0 1 0.02% Maintained
3011
AW
Avion Wealth
Texas
$47K +$4.31K 5 0.01% Increased
3012
FCG
Financial Connections Group
California
$47K $0 2 0.03% Maintained
3013
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$45.9K $0 1 0% Maintained
3014
WPWM
Western Pacific Wealth Management
Illinois
$44.3K +$37K 3 0.03% Increased
3015
BAM
Byrne Asset Management
New Jersey
$43K +$3K 2 0.03% Increased
3016
NF
Norwood Financial
Pennsylvania
$41.2K $0 1 0.07% Maintained
3017
SGC
Slocum, Gordon & Co
Rhode Island
$41.2K $0 1 0.03% Maintained
3018
RWM
Ruedi Wealth Management
Illinois
$40.7K $0 1 0.03% Maintained
3019
CMA
Cedar Mountain Advisors
Oregon
$40.6K +$45 3 0.01% Increased
3020
VF
VitalStone Financial
Texas
$39K +$27.6K 1 0.03% Increased
3021
CUAMC
China Universal Asset Management Company
China
$38.6K +$40.2K 1 0.01% New
3022
GC
Gould Capital
Washington
$38.2K -$284 2 0.03% Reduced
3023
CMP
Coston McIsaac & Partners
Maine
$37K -$2.44K 3 0.01% Reduced
3024
PHAM
Portland Hill Asset Management
United Kingdom
$37K $0 1 0.09% Maintained
3025
PA
PSI Advisors
Florida
$36.8K +$182 3 0.02% Increased