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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
SIS
Sound Income Strategies
Florida
$117K -$12.5K 4 0.01% Reduced
3027
SFG
Steward Financial Group
Texas
$117K +$46.9K 5 0.04% Increased
3028
TSWM
Tyler-Stone Wealth Management
Ohio
$117K +$111K 2 0.07% New
3029
CCP
Carmel Capital Partners
California
$116K -$21.1K 2 0.06% Reduced
3030
NC
NewSquare Capital
Pennsylvania
$113K +$2.77K 3 0.01% Increased
3031
MLA
MB, Levis & Associates
Pennsylvania
$113K +$557 1 0.07% Increased
3032
Antipodes Partners
Antipodes Partners
Australia
$112K +$14K 1 0% Increased
3033
MFT
Moisand Fitzgerald Tamayo
Florida
$108K $0 4 0.02% Maintained
3034
FIA
FNY Investment Advisers
New York
$107K +$95.3K 1 0.14% New
3035
GWSA
Global Wealth Strategies & Associates
Colorado
$101K $0 2 0.05% Maintained
3036
AWM
Avondale Wealth Management
Texas
$101K $0 2 0.08% Maintained
3037
SN
Sittner & Nelson
Oregon
$100K +$4.37K 4 0.06% Increased
3038
AFS
Annapolis Financial Services
Maryland
$99.6K +$13.7K 4 0.03% Increased
3039
BCPWM
Bradley & Co Private Wealth Management
Florida
$98.8K $0 2 0.1% Maintained
3040
MIM
Meridiem Investment Management
United Kingdom
$98.2K $0 1 0% Maintained
3041
NIMI
Natixis Investment Managers International
France
$95.9K -$27.4K 1 0.01% Reduced
3042
RA
Rise Advisors
New York
$95.3K -$551 5 0.07% Reduced
3043
ACM
Antonetti Capital Management
Florida
$94.7K +$1.78K 4 0.14% Increased
3044
APW
Atlantic Private Wealth
North Carolina
$90.9K +$371 1 0.09% Increased
3045
CPG
Cornerstone Planning Group
New Jersey
$89.8K +$81.6K 4 0.04% New
3046
EWP
Elevation Wealth Partners
California
$89.2K -$13.7K 1 0.08% Reduced
3047
CTWM
Cherry Tree Wealth Management
Minnesota
$86.9K +$77.5K 3 0.03% New
3048
GA
GoalVest Advisory
New York
$85.9K +$48.6K 1 0.04% Increased
3049
CAM
Costello Asset Management
Pennsylvania
$82.5K -$91.5K 1 0.07% Reduced
3050
JEST
JTC Employer Solutions Trustee
Jersey
$82K $0 1 0.01% Maintained