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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
CMP
Coston McIsaac & Partners
Maine
$41K +$8.02K 3 0.02% Increased
3052
AWM
Ameliora Wealth Management
Switzerland
$40.9K -$34K 1 0.02% Reduced
3053
SC
Seldon Capital
California
$40.4K $0 2 0.03% Maintained
3054
CMA
Cedar Mountain Advisors
Oregon
$40.4K +$1.05K 3 0.01% Increased
3055
PWM
Prosperity Wealth Management
California
$39.6K +$49.9K 1 0.04% New
3056
GC
Gould Capital
Washington
$38.7K -$614 2 0.03% Reduced
3057
TCA
Trifecta Capital Advisors
Illinois
$38.2K +$36.2K 3 0.02% New
3058
TC
Truvestments Capital
Florida
$37.7K +$1.8K 3 0.02% Increased
3059
TLA
Tanglewood Legacy Advisors
Texas
$37.5K +$36.2K 3 0.03% New
3060
RWM
Ruedi Wealth Management
Illinois
$37.1K +$36.5K 1 0.03% New
3061
NF
Norwood Financial
Pennsylvania
$37.1K -$1.62K 1 0.06% Reduced
3062
PHAM
Portland Hill Asset Management
United Kingdom
$37K +$35.5K 1 0.1% New
3063
SGC
Slocum, Gordon & Co
Rhode Island
$36.6K +$34.9K 1 0.02% New
3064
FSWA
Financial Synergies Wealth Advisors
Texas
$36.4K +$12.6K 2 0.01% Increased
3065
EE
EWG Elevate
California
$35.7K +$34.4K 8 0.02% New
3066
AW
Avion Wealth
Texas
$35K $0 1 0.01% Maintained
3067
MWC
MBM Wealth Consultants
Missouri
$35K +$4.29K 2 0.02% Increased
3068
HGWM
Harvest Group Wealth Management
Massachusetts
$34.9K $0 1 0.02% Maintained
3069
AWA
Artemis Wealth Advisors
New York
$34.6K +$37.9K 1 0.01% New
3070
CJL
Cyrus J. Lawrence
New York
$33K +$3.97K 2 0.01% Increased
3071
POIA
Pin Oak Investment Advisors
Texas
$33K $0 2 0.04% Maintained
3072
SC
Sierra Capital
Florida
$33K -$7.35K 6 0.01% Reduced
3073
GFWA
Grey Fox Wealth Advisors
Delaware
$32K +$30.7K 3 0.02% New
3074
FCMT
Founders Capital Management (Texas)
Texas
$32K $0 1 0.02% Maintained
3075
WAM
Worth Asset Management
Texas
$30.6K +$22.7K 2 0.02% Increased