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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
WMWM
Wilkins Miller Wealth Management
Alabama
$395K $0 1 0.27% Maintained
3052
Monograph Wealth Advisors
Monograph Wealth Advisors
California
$394K $0 1 0.05% Maintained
3053
IWA
IVC Wealth Advisors
Pennsylvania
$394K -$31.3K 1 0.19% Reduced
3054
AWAP
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$394K $0 1 0.2% Maintained
3055
J. Safra Asset Management
J. Safra Asset Management
New York
$393K -$19K 5 0.03% Reduced
3056
CB
Chris Bulman
California
$393K -$103K 1 0.22% Reduced
3057
CFO
Collective Family Office
Pennsylvania
$392K -$11.4K 1 0.1% Reduced
3058
CFAM
Center For Asset Management
Florida
$391K $0 1 0.24% Maintained
3059
Oxford Financial Group
Oxford Financial Group
Indiana
$390K +$360K 1 0.02% New
3060
CB
Centennial Bank
Arkansas
$390K -$312 3 0.16% Reduced
3061
CP
Clarendon Private
Massachusetts
$389K +$101K 1 0.37% Increased
3062
Apollon Financial
Apollon Financial
South Carolina
$388K +$3.44K 1 0.08% Increased
3063
Biltmore Family Office
Biltmore Family Office
North Carolina
$388K $0 1 0.07% Maintained
3064
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$388K +$1.01K 1 0.06% Increased
3065
CIG
Cascade Investment Group
Colorado
$386K $0 1 0.27% Maintained
3066
KLWA
Kelly Lawrence W & Associates
California
$385K -$75.1K 1 0.1% Reduced
3067
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS)
Florida
$384K +$4.25K 1 0.02% Increased
3068
MEAC
M.E. Allison & Co
Texas
$383K -$10.9K 1 0.31% Reduced
3069
Austin Private Wealth
Austin Private Wealth
Texas
$383K +$38K 1 0.03% Increased
3070
TI
tru Independence
Oregon
$380K +$395 1 0.11% Increased
3071
BDFN
Bond & Devick Financial Network
Minnesota
$378K $0 1 0.13% Maintained
3072
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$378K $0 1 0.3% Maintained
3073
DWS
Dynamic Wealth Strategies
California
$378K -$7.69K 2 0.27% Reduced
3074
SPL
Smart Portfolios LLC
Washington
$376K -$4.25K 1 0.38% Reduced
3075
DC
DeDora Capital
California
$375K +$347K 1 0.1% New