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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
AA
AlphaMark Advisors
Kentucky
$120K -$50.5K 2 0.05% Reduced
3002
MIA
Milestone Investment Advisors
Wisconsin
$113K +$118K 2 0.03% New
3003
UCB
United Community Bank
South Carolina
$111K +$117K 1 0.05% New
3004
MAM
Marquette Asset Management
Minnesota
$109K -$13.3K 2 0.03% Reduced
3005
MIM
Meridiem Investment Management
United Kingdom
$109K $0 1 0% Maintained
3006
MAWCM
Mine & Arao Wealth Creation & Management
California
$107K $0 2 0.07% Maintained
3007
TSWM
Tyler-Stone Wealth Management
Ohio
$105K $0 2 0.06% Maintained
3008
GA
GoalVest Advisory
New York
$104K +$28.9K 2 0.05% Increased
3009
MLA
MB, Levis & Associates
Pennsylvania
$101K +$549 1 0.07% Increased
3010
BWS
Buck Wealth Strategies
Colorado
$98.2K -$16.1K 2 0.04% Reduced
3011
AWM
Avondale Wealth Management
Texas
$96K $0 2 0.08% Maintained
3012
BCPWM
Bradley & Co Private Wealth Management
Florida
$93K $0 2 0.1% Maintained
3013
CAM
Costello Asset Management
Pennsylvania
$91.9K +$578 2 0.08% Increased
3014
ACM
Antonetti Capital Management
Florida
$91.6K -$1.55K 4 0.14% Reduced
3015
AFS
Annapolis Financial Services
Maryland
$90K $0 4 0.03% Maintained
3016
SN
Sittner & Nelson
Oregon
$88.7K $0 4 0.05% Maintained
3017
FSWA
Financial Synergies Wealth Advisors
Texas
$88.6K +$44.5K 2 0.01% Increased
3018
NC
NewSquare Capital
Pennsylvania
$85.4K -$15.4K 2 0.01% Reduced
3019
CA
Crewe Advisors
Utah
$82.8K -$395K 4 0.01% Reduced
3020
CTWM
Cherry Tree Wealth Management
Minnesota
$82.3K -$11.6K 3 0.02% Reduced
3021
CPG
Cornerstone Planning Group
New Jersey
$82.3K -$5.03K 5 0.03% Reduced
3022
APW
Atlantic Private Wealth
North Carolina
$81.2K +$366 1 0.08% Increased
3023
OC
Oakmont Corp
California
$79.8K $0 1 0.02% Maintained
3024
EWP
Elevation Wealth Partners
California
$79.4K $0 1 0.07% Maintained
3025
BAM
Bellevue Asset Management
Washington
$79K $0 1 0.05% Maintained