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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
SW
SMART Wealth
Nebraska
$248K +$242K 1 0.11% New
3052
SG
Somerset Group
Minnesota
$248K $0 1 0.23% Maintained
3053
Destination Wealth Management
Destination Wealth Management
California
$248K +$21.7K 1 0.01% Increased
3054
NFA
Northwest Financial Advisors
Virginia
$247K -$141K 1 0.27% Reduced
3055
CA
Centerpoint Advisors
Massachusetts
$247K +$18.1K 5 0.09% Increased
3056
FFG
Frisch Financial Group
New York
$247K +$1.13K 1 0.08% Increased
3057
LIWM
Long Island Wealth Management
New York
$247K -$12.9K 1 0.17% Reduced
3058
BAM
BOS Asset Management
Illinois
$247K +$226K 1 0.13% New
3059
WKSWA
White Knight Strategic Wealth Advisors
New Jersey
$247K +$12.8K 1 0.26% Increased
3060
TI
tru Independence
Oregon
$246K +$223K 1 0.07% New
3061
UFA
US Financial Advisors
Massachusetts
$246K $0 1 0.09% Maintained
3062
HWM
Hemington Wealth Management
Virginia
$245K +$238K 1 0.09% New
3063
PCM
Princeton Capital Management
New Jersey
$245K +$3.95K 1 0.09% Increased
3064
TWA
Tandem Wealth Advisors
Arizona
$245K $0 1 0.13% Maintained
3065
PWG
Portside Wealth Group
Utah
$244K +$13.9K 1 0.05% Increased
3066
CWA
Consilium Wealth Advisory
Texas
$243K -$9.41K 1 0.14% Reduced
3067
MSA
Marathon Strategic Advisors
Pennsylvania
$243K +$220K 1 0.3% New
3068
TCWA
Turtle Creek Wealth Advisors
Texas
$242K +$44.4K 1 0.06% Increased
3069
NFW
Noble Family Wealth
Florida
$242K +$219K 1 0.07% New
3070
SNBOSD
Security National Bank of So Dak
Iowa
$242K $0 1 0.15% Maintained
3071
FWP
Falcon Wealth Planning
California
$241K +$2.07K 1 0.04% Increased
3072
SAM
Secure Asset Management
Michigan
$241K -$201K 1 0.06% Reduced
3073
CFS
Coordinated Financial Services
Colorado
$241K +$234K 1 0.21% New
3074
GG
GenWealth Group
New Jersey
$240K +$7.16K 1 0.06% Increased
3075
MAG
MRA Advisory Group
New Jersey
$240K -$204K 1 0.14% Reduced