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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
SAM
Shikiar Asset Management
New York
$310K -$45.2K 1 0.08% Reduced
3002
WKSWA
White Knight Strategic Wealth Advisors
New Jersey
$310K $0 1 0.28% Maintained
3003
BFG
Beacon Financial Group
Texas
$310K +$2.71K 1 0.03% Increased
3004
ME
McIlrath & Eck
Washington
$309K -$4.71K 8 0.04% Reduced
3005
MW
Maia Wealth
Colorado
$309K +$76.3K 2 0.08% Increased
3006
SWP
Summit Wealth Partners
Florida
$309K -$8.34K 1 0.06% Reduced
3007
JGIA
Jackson Grant Investment Advisers
Connecticut
$308K -$538K 5 0.12% Reduced
3008
RCG
Regatta Capital Group
California
$307K $0 1 0.06% Maintained
3009
MWP
Madison Wealth Partners
Wisconsin
$307K $0 1 0.09% Maintained
3010
JBA
Johnson Bixby & Associates
Washington
$306K $0 1 0.05% Maintained
3011
WF
Warner Financial
Maryland
$306K $0 1 0.14% Maintained
3012
MF
Montis Financial
Massachusetts
$305K -$30K 1 0.11% Reduced
3013
CL
CIM LLC
New York
$305K $0 1 0.04% Maintained
3014
SAM
Secure Asset Management
Michigan
$304K +$303K 1 0.05% New
3015
TI
TrueMark Investments
Illinois
$304K -$260 1 0.1% Reduced
3016
LF
LifePlan Financial
Minnesota
$303K -$13.7K 1 0.26% Reduced
3017
MAWAG
Mid-American Wealth Advisory Group
Missouri
$303K -$19.6K 1 0.19% Reduced
3018
TAM
Titleist Asset Management
Texas
$303K -$46.5K 1 0.04% Reduced
3019
GTAM
Global Trust Asset Management
Florida
$303K +$20.6K 1 0.11% Increased
3020
KWM
Kolinsky Wealth Management
New Jersey
$303K +$4.46K 1 0.2% Increased
3021
CAM
CPA Asset Management
Florida
$301K $0 1 0.15% Maintained
3022
AP
Aspect Partners
Virginia
$301K $0 4 0.17% Maintained
3023
BIP
Blueprint Investment Partners
North Carolina
$300K -$132K 1 0.05% Reduced
3024
AAA
American Alpha Advisors
New York
$299K +$285K 1 0.27% New
3025
PHIC
Pine Haven Investment Counsel
Massachusetts
$299K $0 1 0.24% Maintained