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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
FP
Fiduciary Planning
Florida
$270K $0 1 0.1% Maintained
3002
FWM
Forza Wealth Management
Florida
$270K -$9.98K 1 0.14% Reduced
3003
SAM
Steinberg Asset Management
New York
$269K -$4.72K 1 0.23% Reduced
3004
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$268K -$379K 1 0.06% Reduced
3005
EWS
Eagle Wealth Strategies
New Jersey
$268K +$5.46K 1 0.22% Increased
3006
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$267K $0 1 0.5% Maintained
3007
NPFS
Novak & Powell Financial Services
Florida
$267K +$565 1 0.2% Increased
3008
SIC
Shoker Investment Counsel
Ohio
$266K +$1.32K 1 0.1% Increased
3009
APA
Astoria Portfolio Advisors
New York
$265K +$11.5K 1 0.1% Increased
3010
TA
TFB Advisors
Kansas
$265K +$228K 1 0.1% New
3011
PWH
Priebe Wealth Holdings
Minnesota
$265K -$361K 1 0.21% Reduced
3012
PP
Pingora Partners
Wyoming
$264K +$74.6K 2 0.19% Increased
3013
CWP
CFM Wealth Partners
Texas
$264K +$9.98K 1 0.05% Increased
3014
BMC
Benin Management Corp
Connecticut
$264K +$565 1 0.08% Increased
3015
DSN
D. Scott Neal
Kentucky
$264K $0 1 0.17% Maintained
3016
TFA
Tobias Financial Advisors
Florida
$264K +$543 1 0.06% Increased
3017
SPP
Single Point Partners
Massachusetts
$263K -$33.3K 1 0.06% Reduced
3018
TAM
Taurus Asset Management
New York
$262K $0 1 0.03% Maintained
3019
SIM
SSI Investment Management
California
$261K -$2.64K 1 0.02% Reduced
3020
SIS
Sound Income Strategies
Florida
$261K +$72.3K 6 0.02% Increased
3021
HWA
HHM Wealth Advisors
Tennessee
$260K $0 3 0.04% Maintained
3022
MFWP
Mosaic Family Wealth Partners
Missouri
$260K -$9.5K 1 0.04% Reduced
3023
OCPWS
One Charles Private Wealth Services
Massachusetts
$260K +$16.4K 1 0.11% Increased
3024
AC
Addison Capital
Pennsylvania
$259K +$3.2K 1 0.13% Increased
3025
AGA
Arkos Global Advisors
Texas
$259K +$231K 1 0.04% New