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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
3026
AFS
Annapolis Financial Services
Maryland
$80.7K -$4.28K 3 0.03% Reduced
3027
AWM
Align Wealth Management
Oklahoma
$80.5K +$93.8K 2 0.07% New
3028
SC
Schubert & Co
Texas
$77.9K +$219 14 0.07% Increased
3029
WOSD
WFA of San Diego
California
$77.1K +$73K 2 0.06% New
3030
NC
NewSquare Capital
Pennsylvania
$72.8K -$22.2K 3 0.01% Reduced
3031
RA
Rational Advisors
New York
$71.1K +$1.15K 3 0.01% Increased
3032
CIM
Chiron Investment Management
New York
$69.7K -$13.2M 1 0.02% Reduced
3033
FCA
Fortis Capital Advisors
Kansas
$69.3K +$66.3K 2 0.04% New
3034
SJIA
St. James Investment Advisors
New York
$67.7K +$26.7K 1 0.12% Increased
3035
ASBI
American State Bank (Iowa)
Iowa
$64.3K $0 1 0.05% Maintained
3036
FFA
Fairfield Financial Advisors
Massachusetts
$64K +$423 2 0.03% Increased
3037
OC
Oakmont Corp
California
$63K $0 1 0.01% Maintained
3038
CWM
Cranbrook Wealth Management
Michigan
$62.1K $0 1 0.02% Maintained
3039
LFA
Level Financial Advisors
New York
$62K +$764 2 0.04% Increased
3040
SFA
Semmax Financial Advisors
North Carolina
$60K $0 2 0.02% Maintained
3041
CWM
CarsonAllaria Wealth Management
Illinois
$59K +$61 4 0.05% Increased
3042
BAM
Bellevue Asset Management
Washington
$58.6K $0 1 0.05% Maintained
3043
SCA
Stuart Chaussee & Associates
California
$56.4K $0 1 0.02% Maintained
3044
AWM
Abound Wealth Management
Tennessee
$52.2K -$28.7K 4 0.03% Reduced
3045
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$51.4K $0 1 0% Maintained
3046
FCG
Financial Connections Group
California
$50K +$12.1K 2 0.04% Increased
3047
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$48.6K +$46K 1 0.04% New
3048
CDIA
Capital Directions Investment Advisors
Georgia
$45.6K +$43.2K 1 0.02% New
3049
BAM
Byrne Asset Management
New Jersey
$45K -$48.3K 1 0.03% Reduced
3050
WWM
Wolff Wiese Magana
California
$42.8K -$149K 4 0.04% Reduced