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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
PBO
Peoples Bank (Ohio)
Ohio
$260K $0 1 0.14% Maintained
3052
ACM
Avalon Capital Management
California
$260K +$761 1 0.08% Increased
3053
MAG
MRA Advisory Group
New Jersey
$259K -$3.5K 1 0.15% Reduced
3054
GA
Gateway Advisory
New Jersey
$259K -$23.6K 1 0.04% Reduced
3055
Index Fund Advisors
Index Fund Advisors
California
$259K $0 1 0.01% Maintained
3056
PCM
Princeton Capital Management
New Jersey
$259K +$3.62K 1 0.08% Increased
3057
HFS
Howard Financial Services
Texas
$258K -$1.14K 1 0.04% Reduced
3058
FWP
Falcon Wealth Planning
California
$258K +$6.66K 1 0.03% Increased
3059
S
Sachetta
Massachusetts
$258K +$12.5K 11 0.11% Increased
3060
HCA
Heck Capital Advisors
Wisconsin
$258K -$951 1 0.03% Reduced
3061
SG
Somerset Group
Minnesota
$258K $0 1 0.23% Maintained
3062
LCM
LRT Capital Management
Texas
$257K -$331K 1 0.24% Reduced
3063
NFW
Noble Family Wealth
Florida
$257K -$7.95K 1 0.07% Reduced
3064
LIWM
Long Island Wealth Management
New York
$256K -$1.14K 1 0.18% Reduced
3065
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$255K +$10.7K 1 0.09% Increased
3066
TWA
Tandem Wealth Advisors
Arizona
$255K $0 1 0.14% Maintained
3067
NRC
New Republic Capital
North Carolina
$254K +$11K 1 0.13% Increased
3068
NCM
Next Capital Management
New York
$254K +$23.6K 1 0.11% Increased
3069
WC
Whitney & Co
New York
$253K $0 1 0.03% Maintained
3070
JEST
JTC Employer Solutions Trustee
Jersey
$253K +$246 1 0.02% Increased
3071
HAS
Horizon Advisory Services
New York
$253K +$14.7K 1 0.12% Increased
3072
BP
BBR Partners
New York
$253K -$62K 1 0.02% Reduced
3073
IIM
InTrack Investment Management
Vermont
$253K -$248K 1 0.18% Reduced
3074
SAF
Smith Anglin Financial
Texas
$252K +$381 2 0.03% Increased
3075
SNBOSD
Security National Bank of So Dak
Iowa
$251K $0 1 0.15% Maintained