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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
Monograph Wealth Advisors
Monograph Wealth Advisors
California
$387K +$4.8K 1 0.05% Increased
3052
FPW
Flywheel Private Wealth
California
$387K +$379K 1 0.36% New
3053
Northside Capital Management
Northside Capital Management
Oregon
$386K -$285K 1 0.1% Reduced
3054
FI
Finivi Inc
Massachusetts
$386K -$33.8K 1 0.31% Reduced
3055
SDAM
Shulman DeMeo Asset Management
New York
$385K +$626 1 0.1% Increased
3056
GB
Goepper Burkhardt
South Carolina
$385K $0 1 0.16% Maintained
3057
WWA
Wingate Wealth Advisors
Massachusetts
$384K +$408K 2 0.38% New
3058
First Commonwealth Financial Corp
First Commonwealth Financial Corp
Pennsylvania
$382K $0 1 0.09% Maintained
3059
4A
4Wealth Advisors
Illinois
$382K +$374K 1 0.38% New
3060
MHR
Matthew Hamilton Rosenberg
$381K +$13.9K 4 0.1% Increased
3061
CCIA
Cherry Creek Investment Advisors
Colorado
$381K +$2.71K 1 0.19% Increased
3062
Transamerica Financial Advisors
Transamerica Financial Advisors
Florida
$379K -$9.8K 3 0.04% Reduced
3063
CFO
Collective Family Office
Pennsylvania
$379K -$231K 1 0.1% Reduced
3064
WPW
Watershed Private Wealth
Illinois
$378K -$16.3K 1 0.15% Reduced
3065
GFM
GEN Financial Management
Minnesota
$378K +$370K 1 0.25% New
3066
GTAM
Global Trust Asset Management
Florida
$377K +$49.8K 3 0.14% Increased
3067
APW
Aurora Private Wealth
New Jersey
$377K -$11.1K 1 0.28% Reduced
3068
Biltmore Family Office
Biltmore Family Office
North Carolina
$377K $0 1 0.06% Maintained
3069
EWM
Elevatus Welath Management
New York
$377K +$116K 1 0.13% Increased
3070
KWM
Kolinsky Wealth Management
New Jersey
$376K +$44.8K 1 0.23% Increased
3071
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$376K $0 1 0.07% Maintained
3072
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS)
Florida
$375K +$1.25K 1 0.02% Increased
3073
Chilton Investment Company
Chilton Investment Company
Connecticut
$375K $0 1 0.01% Maintained
3074
SPL
Smart Portfolios LLC
Washington
$374K -$11.1K 1 0.39% Reduced
3075
MAM
Marotta Asset Management
Virginia
$374K $0 1 0.08% Maintained