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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
CC
Constitution Capital
Connecticut
$252K -$76.6K 1 0.15% Reduced
3027
SC
Shay Capital
New York
$252K +$230K 1 0.05% New
3028
HCA
Heck Capital Advisors
Wisconsin
$251K -$18.9K 1 0.04% Reduced
3029
FFG
Frisch Financial Group
New York
$251K +$1.26K 1 0.09% Increased
3030
PS
Planned Solutions
California
$250K +$210K 5 0.12% New
3031
TWA
Tandem Wealth Advisors
Arizona
$250K $0 1 0.14% Maintained
3032
WP
WealthPLAN Partners
Nebraska
$250K -$7.03K 1 0.03% Reduced
3033
MLFP
MPS Loria Financial Planners
Illinois
$250K +$952 1 0.09% Increased
3034
CCG
Catalina Capital Group
California
$249K +$227K 1 0.17% New
3035
AFP
Alpha Financial Partners
Kentucky
$248K -$413K 1 0.24% Reduced
3036
OCPWS
One Charles Private Wealth Services
Massachusetts
$248K -$13.3K 1 0.13% Reduced
3037
NC
NinePointTwo Capital
California
$247K -$226K 1 0.1% Reduced
3038
SNBOSD
Security National Bank of So Dak
Iowa
$247K -$844K 1 0.16% Reduced
3039
PCM
Princeton Capital Management
New Jersey
$246K +$224K 1 0.1% New
3040
FWP
Falcon Wealth Planning
California
$244K +$223K 1 0.04% New
3041
SWK
Stephen W. Kidder
$244K -$212K 1 0.08% Reduced
3042
Merriman Wealth Management
Merriman Wealth Management
Washington
$244K $0 1 0.01% Maintained
3043
SAF
Smith Anglin Financial
Texas
$243K +$1.98K 2 0.03% Increased
3044
UFA
US Financial Advisors
Massachusetts
$243K $0 1 0.09% Maintained
3045
Phoenix Financial
Phoenix Financial
Israel
$243K -$1.66M 1 0% Reduced
3046
KF
KKM Financial
Illinois
$243K +$222K 1 0.15% New
3047
AWM
AAF Wealth Management
Massachusetts
$243K $0 1 0.14% Maintained
3048
PAS
Point72 Asia (Singapore)
Singapore
$242K +$212K 4 0.06% New
3049
CWS
Cypress Wealth Services
California
$242K -$162K 1 0.06% Reduced
3050
RGF
Retirement Guys Formula
Ohio
$242K +$185K 1 0.13% New