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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
3051
ACK
Andrew C. Karlinski
$4K +$1.3K 4 0.01% Increased
3052
IHWM
Iron Horse Wealth Management
Iowa
$4K $0 1 0% Maintained
3053
LPWM
Lake Point Wealth Management
Texas
$4K -$2K 1 0% Reduced
3054
MFT
Moisand Fitzgerald Tamayo
Florida
$4K -$21.6K 2 0% Reduced
3055
YAL
Your Advocates Ltd
Texas
$4K +$1.85K 1 0% Increased
3056
FA
Financial Avengers
California
$3K $0 1 0% Maintained
3057
IWP
IAG Wealth Partners
Wisconsin
$3K +$3.33K 1 0% New
3058
PWP
Pursue Wealth Partners
California
$2.02K +$2.13K 1 0% New
3059
BHWM
Bay Harbor Wealth Management
Maryland
$2K $0 1 0% Maintained
3060
ICM
Ionic Capital Management
New York
$2K +$2.72K 1 0% New
3061
WIA
Wealthstreet Investment Advisors
Texas
$2K $0 1 0.05% Maintained
3062
LIM
Longfellow Investment Management
Massachusetts
$1K $0 1 0% Maintained
3063
LWA
Lowe Wealth Advisors
Maryland
$1K $0 1 0% Maintained
3064
SSC
Syverson Strege & Co
Iowa
$1K $0 1 0% Maintained
3065
ONST
Old North State Trust
North Carolina
$673 -$727K 2 0.54% Reduced
3066
AWMT
AAFMAA Wealth Management & Trust
North Carolina
$0 -$3.79M 0 – Closed
3067
AWP
Abacus Wealth Partners
California
$0 -$213K 0 – Closed
3068
ACM
Absolute Capital Management
Pennsylvania
$0 -$673K 0 – Closed
3069
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$0 -$45.8M 0 – Closed
3070
ARC
Advisor Resource Council
Texas
$0 -$4.23M 0 – Closed
3071
AIL
AGF Investments LLC
Ontario, Canada
$0 -$446K 0 – Closed
3072
AF
Alerus Financial
North Dakota
$0 -$1.96M 0 – Closed
3073
ASFA
All Season Financial Advisors
Colorado
$0 -$420K 0 – Closed
3074
AG
AlphaSimPlex Group
Massachusetts
$0 -$208K 0 – Closed
3075
Alpha Wave Global
Alpha Wave Global
New York
$0 -$13.2M 0 – Closed